Hi everyone,
I’m exploring ways to build a user management workflow in Appian for a digital streaming platform project. The workflow would cover actions like user sign-up, subscription renewals, and cancellations — along with automated notifications and reporting.
I’d love to hear from others who have designed similar workflows in Appian:
How did you structure your process models for recurring user actions (like renewals)?
Did you use record types or data stores for tracking subscription states?
Any best practices for integrating external APIs securely for user validation?
This project aims to improve automation and reduce manual handling, so any examples or tips from your experience would be greatly appreciated.
Thanks in advance!
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I like to look at this from a lifecycle perspective. A user is created initially, which is a structured process started by that new user. Then add related actions to the user record to allow actions during the lifecycle.
Use records!
For any automated process, schedule a main process which checks what to do, and then starts any necessary individual actions.