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Inspiring
Jul 22, 2023 7:59 PM UTC
Solved

Automate thousands of changes in a Portal based report

Hello there,

We need to update an Appian Portal based report (old technology previous to SAIL based reports) that displays multiple process instances. Many of them (around 3000) have incorrect security settings and need to be updated.

What is the simplest way to do it? Is it possible to use Appian RPA for it? The solution requires to select each individual entry in the report and change the security settings. It is just a couple of clicks to resolve it but it needs to be done thousands of times.

Is it possible to do it through a process model? Any idea would be appreciated.

Thank you in advance!

mathieud0001
Genius
Jul 22, 2023 9:10 PM UTC

There's a Update Security For Processes Smart Service in this plugin:

[View:https://community.appian.com/b/appmarket/posts/process-management-services]

2 replies

mathieud0001
Genius
Jul 22, 2023 9:10 PM UTC

There's a Update Security For Processes Smart Service in this plugin:

[View:https://community.appian.com/b/appmarket/posts/process-management-services]

jesusa310Author
Inspiring
Jul 27, 2023 4:42 PM UTC

Thanks Mathieu. That is promising. We will give it a try :)