Users Guide

La pgina de inicio por defecto para todos los usuarios de APPIAN es Tempo.
Esta interfaz le
permite aadir mensajes y comentarios al canal de noticias, revisar los mensajes y eventos
publicados por otros usuarios, completar tareas, ver registros y reportes Tempo, y empezar
acciones.

1) Acceso a Tempo
Para accede a Tempo, escribir la direccin del servidor raz (http://bom.grupovca.org) en un
servidor compatible.
- Internet Explorer 8, 9, 10, 11 (Internet Explorer 8 est obsoleto y no ser compatible con
las versiones futuras de APPIAN)
- Safari 5.x (A partir de la versin 5)
- Firefox
- Chrome
En el siguiente diagram se depliegan las diferentes caractersticas de esta interfaz. Haga click en el
enlace numerado en la lista para aprender ms sobre cada una de las funciones numeradas.

BARRA DE MEN
1.- Noticias
2.- Tareas
3.- Registros
4.- Reportes
5.- Acciones

Buscar
- Opciones de Filtro
- Informacin de cuenta
- Contenido Principal
- Diagrama Tempo

Menu Bar
The menu bar is your first source of navigation. The five tabs represent the five different ways you
can work within Tempo.

News

The News tab is where you collaborate with other users and receive system and business events,
messages, posts, and kudos, as well as add your own messages, posts, kudos, comments, and
social tasks. This tab is selected by default when you log into Appian.

When you view the News tab initially, all public events, authorized secured events, and messages
sent to you or a group you belong to are displayed with the most recent posting first.

You can modify the order of entries and filter them by selecting a view option on the left-side
navigation.

You can manage your News feed by subscribing to feeds, following users, and joining Tempo
Message Audience Groups.
NEWS
The News tab displays an ongoing list of entries created by fellow users, system administrators,
and internal business processes. This Work Platform interface allows you to openly communicate
with other users and stay informed with events occurring within the Appian system.

The entries that display are based on how you manage your News feed and how other users or
system administrators target their entries. Longer entries are truncated and can be expanded to
view all the content by clicking the More link at the end of the entry. If an entry includes a file
attachment, you can download the file by clicking the file link.

A secured entry displays the closed lock icon next to the timestamp. For secured events, rest your
pointer on the lock to display the target audience.

Records added to a business or system event display below the entry content. Clicking a record tag
opens the record's Summary dashboard.

PESTAA NOTICIAS






Manage Your News Feed
You can manage the type of entries that appear automatically in your News feed by subscribing to
specific feeds, following users, and joining audience groups.

Subscribe to Feeds

Topic-specific feeds are created by your System Administrator. When an event, such as a process
milestone or other important process-driven event, is created for a specific feed, only users
subscribed to that feed will see it in their News feed.

See also: Feed Subscriptions

Follow Users

The option to "follow" a user lets you select who you see posts from in your News feed. If you
follow a user, any post created by the user will automatically display in your News feed.

To follow a user, complete the following:

Hover your mouse over their user display name to view their user card - OR - click on their user
display name to view their User Profile page.
While viewing their user card or User Profile page, click the follow button.
The button turns gray and displays the word "Unfollow."
Any posts the user creates will now show up in your News feed. In order to view posts previously
created by the user, refresh your browser.

Unfollow Users

If you unfollow a user, posts created by the user will stop automatically showing up in your News
feed. You can continue to receive messages from them, but you will no longer see posts made by
them unless they add you or one of your groups as a participant to the post or you search for it.

To unfollow a user, do any of the following:
Hover your mouse over their user display name to view their user card.
Click on their user display name to view their User Profile page.
While viewing their user card or User Profile page, click the Unfollow button.
The button turns green and displays the word "Follow."
Join Tempo Message Audience Groups

Tempo Message Audience Groups are created by your system administrators. They allow users to
target posts and messages to specific groups. Posts are targeted to these groups by adding them
as a participant. Messages are targeted to these groups by adding them as a recipient or
participant.

By becoming a part of a Tempo Message Audience Group, you can see entries targeted to that
group you otherwise might not see in your News feed.

To see which groups you can target entries to, click the Message tab on the News feed, then click
the To: field.

Joining a group depends on the security type of the group.

Some audience groups are public, meaning you are automatically a member of them. Others are
restricted such that you must be added by an administrator of that group in order to join. Talk to
your System Administrator about joining restricted groups.

Select a View
On the left-side of the News feed, you can select from the views below to filter entries and change
their sort order depending on the view selected.

All

This view lists all the following entries by the most recently added:

Posts added by you.
Posts added by users you follow.
Messages sent by you.
Messages sent to you or a group in which you're a member.
Kudos given by you.
Kudos given to users you follow.

Events added to feeds in which you are subscribed.
Entries that a user added you to or added a group in which you're a member.
Updates

This view lists the same entries you see in the All view but sorts them by those with the most-
recent activity. Activity includes both the initial creation of an entry and comments added to it. For
example, if a user adds a comment to an entry created yesterday, it now becomes the first on the
list.

Participating

This view lists any News entries that you are a part of, which include the following:

Entries created by you.
Entries created by the system on your behalf.
For example, events created by a process where you are the user associated with the event.
Entries targeted to you.
For example, a message targeted to a list of users including yourself or a kudos given to you.
This does not include entries targeted to a group you are a part of.
Entries you comment on.
Entries you are added to.
NOTE: If at any time, you are removed from a group and in turn lose viewer rights to a locked
message, the entry no longer displays in your Participating view even if you've commented on it. If
it is an open message, however, that post continues to appear in your Participating view
regardless of your group membership status.

Starred

This view lists favorite feed items that you starred by clicking the star icon for the entry.

Add Entries
On the News Feed, you can add any of the following types of entries:

Posts which can be seen by anyone
Messages only seen by specific users and/or groups
Kudos which can be seen by anyone
You can only target entries to users and groups you have viewer rights to.

NOTE: Take care when creating entries. Only System Administrators can delete them.

Create a Post

A post is an entry that displays on the News feed of your followers and any users and groups you
specify.

Followers are users who have selected the Follow option on your user card or User Profile page.

See above: Follow Users

Adding users and groups to a post makes the post appear in their news feed automatically, even if
they are not following you. Specific users added to the post receive an email notification that they
were added to it with a link to the post. Any users specifically added also see it in their
Participating view.

Any user can search for your post.

To create a post, complete the following:

At the top of the News feed click Click here to post... or select the Post tab.
Select the Type post here field, and enter your post.
Posts can be a maximum of 4,000 bytes.
If you want to, add users or groups to the post by completing the following:
Click the person icon in the bottom-left of the entry box.
Type the name of a user or group in the text field or click the button with a group icon to the right.
Select the user or group from the drop-down that appears.
The selection displays as a button in the text field. Clicking this button removes the selection from
the list. Only groups added as a Tempo Message Audience Group are available for selection. See
above: Join Tempo Message Audience Groups
Repeat as needed for any other users or groups.
If you want to, attach files to the post by completing the following:
Click the paperclip icon below the text box.
Select the file that you want to attach using the file browser.
The file will start uploading right away or immediately after any previously uploading files.
Repeat as needed for any additional files you would like to attach.
You can remove any attached files before posting by clicking on the "X" to the right of the file
name.
When finished, click Post.
The post displays on your News feed and the News feed of your followers and any users and
groups you added to the post.

By default, you receive an email notification when a user comments on it.

See also: Notifications

Send a Message

Messages are entries you can send to a single user or group, multiple users and/or groups, or all
users in the system. Only the recipients you send the message to and any users and groups added
to the message can view it. The message will not show up in the search results of other users.

The message you send can be "locked" or "unlocked."

Locked Messages: Can only ever be seen by the target audience. Additional users and groups
cannot be added after you send the message.
Unlocked Messages: Can only be seen by the target audience and any users and groups added
after you create the message.
To send a message to a single user or group or a list of users and/or groups, complete the
following:

At the top of the News feed click Click here to post... and then select the Message tab, or just
select the Message tab.
To add a user to the recipients list, type the name of the user in the To: field and select it from the
drop-down that appears.
The selected user displays as a button in the To: field. Clicking this button removes the user from
the recipients list.
To add a group to the recipients list, click the To: field label and select it from the drop-down that
appears - or - search for the group by typing its name in the To: field and then select it from the
drop-down.
The selected group displays as a button in the To: field. Clicking this button removes the group
from the recipients list.
Only groups added as a Tempo Message Audience Group are available for selection.
See above: Join Tempo Message Audience Groups

Repeat the last two steps as needed for any other users or groups.
To secure the message to only the original list of recipients and keep anyone from adding other
users and groups to the message, click the lock icon in the top-right of the message box.
This configures the message as a locked message and the icon changes to a locked state.
Clicking it again returns it to its unlocked state.
Select the Type message here field, and enter your message.
Messages can be a maximum of 4,000 bytes.
If you want to, attach files to the message by completing the following:
You can remove any attached files before sending the message by clicking on the "X" to the right
of the file name.
Finally, click Send Message.
The message displays on the News feed of your selected recipients.
To send a message to all users (also known as the Everyone group), complete the following:

At the top of the News feed click Click here to post... and then select the Message tab, or just
select the Message tab.
Type "Everyone" in the To: field and select it from the drop-down that appears.
When selected, the Everyone group displays as a button in the To: field. Clicking this button
removes it from the recipients list.
The Everyone group will not display if your System Administrator did not give you rights to send
messages to all users.
If you select the Everyone group, you cannot add select specific users or groups.
Select the Type message here field, and enter your message.

Messages can be a maximum of 4,000 bytes.
If you want to, attach files to the message by completing the following:
You can remove any attached files before sending the message by clicking on the "X" to the right
of the file name.
Click Send Message.
The message displays on the News feed for all users.
By default, recipients receive an email notification that the message was created, and you receive
an email notification when a user comments on your message. Users do not receive email
notifications for messages sent to the Everyone group.

If another user adds additional users and groups to your message, you also receive an email
notification by default.

See below: Notify Others of an Entry

For System Administrators, see also: Tempo Global Message Authors

Add Comments
You can add a comment to any post, message, kudos, or event in your News Feed. Existing
comments display below the entry.

To add a comment, complete the following:

Select the Comment link on an entry, or, if comments are already added, select the Add you
comment here... box under the last comment displayed.
Type your comment in the text box that displays.
Comments can be a maximum of 4,000 bytes.
If you want to, attach files to the comment by completing the following:
name.
Click Comment to add your comment to the entry.
Your comment is added to the existing list. If the entry previously did not display in your
Participating or Updates view, it does now.

By default, you receive an email notification when another user comments on something you
already commented on.

Give Kudos
Giving kudos to a user is a way to publicly show your praise for another user's work. The kudos
display on the News feed of the recipient and your followers and can also be viewed from the
recipient's User Profile page by all users. You can only give kudos to a single user to which you
have viewer rights.

NOTE: You cannot send kudos to yourself, deactivated users, or users you do not have viewer
rights to.

To give kudos to another user, complete the following:

At the top of the News feed click Click here to post... and then select the Kudos tab, or just select
the Kudos tab.
Begin typing the name of the user you want to give kudos to, and select him/her from the list
when the name appears.
Enter text for your kudos (you must enter at least one character).
Kudos can be a maximum of 4,000 bytes.
If you want to, attach files to the kudos by completing the following:
You can remove any attached files before giving the kudos by clicking on the "X" to the right of the
file name.
Finally, click Give Kudos.
The kudos displays on the News feed for any users currently following you as well as the user you
gave the kudos to.

By default, the user receiving the kudos receives an email notification that the kudos was created
and you receive an email notification when a user comments on the kudos given by you.

Send a Social Task
Sending a social task to a user is a way to create a task for another user or yourself through the
Work Platform interface.

Social tasks can only be completed through the Work Platform interface.
The tasks are not based on a process, but instead are only based on text entered by you.
NOTE: You cannot send a task to multiple users, deactivated users, or users you do not have
viewer rights to.

To send a social task, complete the following:

Click Click here to post... at the top of the News feed.
Select the Task tab.
In the To: field, begin typing the name of the user you want to assign the social task to, and select
him/her from the drop-down when the user appears.
You are allowed to create social tasks for yourself.
Enter your social task description (you must enter at least one character).
The task description cannot exceed 4,000 bytes.
If you want to, attach files to the task by completing the following:
You can remove any attached files before sending the task by clicking on the "X" to the right of the
file name.
Click Send Task.
The social task is added to the Assigned to Me view of the assignee's Tasks tab and your Sent by
Me view.
By default, you will receive an email notification when the assignee comments on or closes a social
task assigned by you.

See also: Closing Social Tasks

Search Entries

Each time you perform a search, you can restrict your results in one or more of the ways described
below.

These search option do not search through event source system names or event Data ("More
Info").

By Keyword

Enter a word, the first part of a word, or multiple words into the search box and press Enter. The
News feed returns posts, messages, kudos, and events that contain the search term(s) either in
the main entry or a comment in the entry.

To search for a specific phrase, enclose the phrase in quotes ("").

By Author

Enter the text from: followed by a all or part of a name and press Enter. The News feed returns
entries attributed to a user with a partial or full matching first name, last name, or username. For
example, from:Smith might return entries by John Smith, Matt Smithers, Smith Jordan, Smithe
Company, or robert.smith.

It does not search through comments attributed by the user.

To include both a first and last name, enclose the name in quotes. For example, from:"John Smith"
will only returns entries attributed to John Smith.

By Keyword and Author

By combining the two tactics above, you can search for entries that contain a specific keyword and
were attributed by a specific author.

For example, contract from:"John Smith" only returns entries authored by John Smith that contain
the word "contract." Entering from:"John Smith" contract returns the same results since contract
is outside the quotes.

By Star Status

Enter the text is:starred along with your other search requirements to restrict results to only those
you previously starred.

For example, is:starred contract only returns entries containing the word "contract" that were
starred by you. Entering contract from:"John Smith" is:starred only returns entries authored by
John Smith, containing the word "contract", and starred by you.

See above: Star Entries

By Feed

Enter the text feed: followed by all or part of a feed name to restrict results to only those entries
in that feed. If you enter part of a feed name, results from any feeds that start with that text are
returned. If more than one feed starts with the text entered, results from all matching feeds are
returned.

For example, depending on the feeds available, feed:New might return results from a New
Customer feed and a New Support Case feed. If a New Support Case feed does exist, entering
feed:"New Support Case" critical only returns results from the New Support Case feed that contain
the word critical.

You do not need to be subscribed to a feed in order to return results from it.

See above: Subscribe to Feeds

Star Entries
By clicking the star icon at the bottom of an entry, you can add the entry to your Starred view and
easily retrieve it through search.

The star icon turns gold when an entry is starred.
You can unstar an entry by clicking the star icon again. (The icon should return to white.)
Notify Others of an Entry
If you want to bring a user's attention to an existing entry, you have two options:

Add them to the entry
Send them a direct link to the URL
Add Them as a Participant

You can add users and groups to any post, unlocked message, kudos, or unsecured event already
on your News feed. By adding them to an entry, you are proactively bringing them into the
conversation. An email notification is sent to any users that are added by default with a link to the
entry. For specific users called out, the entry is also added to their Participating and Updates view.

To add users and groups to an entry, complete the following:

Locate the entry.
Hover your mouse over the person icon below the entry text.
A list of the existing participants displays.

If a lock icon exists instead of a person icon, it is a locked message and you cannot add users or
groups to the entry.
In the text field above the participants list, type the name of a user or group and select it from the
drop-down that appears.
The selected user or group displays as a button in the field. Clicking this button removes the user
from the list.
Only groups added as a Tempo Message Audience Group are available for selection.
See above: Join Tempo Message Audience Groups
Repeat as needed for any other users or groups.
When finished, click Add.
The names of the users and groups you just added now appear in the list of participants.

Send Them a Direct URL

While adding a user or group to an entry is the ideal way to notify them of an existing entry, you
can also just send them the direct URL for it. The URL will only work if the user has viewer rights to
the entry.

Click the timestamp on an entry to display the Entry Details. The URL for the Entry Details view is
the intuitive URL.

You can send this to other users for quick access to just that entry. Sending them the URL,
however, does not add the entry to their Participating view unless they start commenting on it.
Tasks

The Tasks tab lists by default all process tasks assigned to you or a group you belong to and any
social tasks assigned to you or given by you. It also gives you additional views and any task reports
you have permission to view to filter the tasks you view.

The number of open tasks assigned to you (both process and social tasks) displays next to Tasks
tab title.

Clicking on a process task opens the task form for you to complete it.

If the task is assigned to a group, a dialog box appears when you select it asking you to accept the
task.
For process tasks that only require an approval, click Approve to complete the task.
Social tasks can be commented on or closed directly from the task list.

There is no form associated with social tasks.
See also: Tasks

PESTAA TAREAS

Tasks are the primary way to complete work in Appian. They can be assigned to you as part of a
process or from another user in the system.

You can view your tasks by clicking the Tasks tab on the navigation bar of Tempo or the top-right
toolbar of the Portal.

The number of open tasks assigned to you displays next to the Tasks tab and Tasks link in both
interfaces.

Different options are available for working with tasks depending on the interface you are in.

Working with Tasks in Tempo

Viewing
Accepting
Rejecting
Reassigning
Closing
Creating
Commenting
Working with Tasks in the Portal

Viewing
Rejecting
Reassigning
Managing
Configuring the Task View in the Portal

Modifying Columns
Modifying Views
Modifying Filters

Working with Tasks in Tempo
From Tempo, you can accept and close any social task and any process task enabled for Tempo.

Rejecting and reassigning tasks can only be done through the Portal.

See below: Working with Tasks in the Portal

Viewing

To access tasks that can be closed in Tempo, select the Tasks tab on the navigation bar. By default,
a list of all open tasks assigned to you display with the most recently created listed first.

Task Views

The following views are available in the left-side navigation for you to use:

Assigned to Me: Displays all process and social tasks assigned to you or a group in which you are a
member.
Sent by Me: Displays all social tasks sent by you to another user.
Starred: Displays all tasks you have previously starred from the Tempo or Portal interface.
See also: Starring Tasks
Process tasks and social tasks are distinguishable by their icon:

Social Tasks: Display the sender's image when on the Assigned to Me view and the assigned user's
image when on the Sent by Me view.
Image:Profile_image.png
Process Tasks: Display a checkbox icon.
Image:Process_task_icon.png
View Deadlines

Process tasks with a deadline include a clock icon.

Image:DeadlineFuture.png: Indicates the deadline has not occurred yet. The text next to the icon
indicates how long until the deadline occurs.
Image:DeadlinePast.png: Indicates the deadline has passed and the task is overdue.
To view the date and time of a deadline, hover your mouse over the clock icon.

Image:DeadlineTooltip.png

Filter Tasks

You can filter the tasks displayed in your view by selecting from the following options on the left-
side navigation:

Status

Open: Only displays tasks with an open status.
Closed: Only displays tasks with a closed status.
Deadline

Overdue: Only displays process tasks that passed their deadline.
Today: Only displays process tasks due today.
Within 7 Days: Only displays process tasks due in the next seven days.
Change Display Order

By default, the tasks created more recently display first.

To reverse this order and view the oldest first, select Oldest from the dropdown in the top-right.
Selecting Newest reverts them back to the most recently created first.

Task Reports

Below the list of task views, you might see a list of task reports. Task reports are added by your
system administrator and do not display for everyone.

Select a task report from the list to view it. The report displays a table with task links and
information related to the tasks. Click a link to begin or view that task.

Accepting

Accepting a process task means you intend to complete it. It applies when a task has been
assigned to a group of users and only one or a few of them from the group need to complete it.
Once enough users from the group accept it, the task is no longer accessible by other users in the
group.

NOTE: Social tasks do not require an acceptance.

To accept a task, complete the following:

Click Tasks from the Tempo navigation bar.
A list of assigned and accepted tasks is displayed.
Click an assigned task.
If the task has been assigned to a group and/or multiple users and the task was designed a certain
way, the task form opens in preview mode and you are prompted to accept the task before you
can start working on it. Click on Accept to accept it and start working on it. Once you have

accepted a task, you may have the ability to reject the task or assign it back to the current pool of
assignees if you have been given sufficient privileges to do so.
Depending on the design, some tasks do not open in preview mode and when you click on the
task, you are prompted to accept it before being able to view the task form. Click Yes to accept it
and view the task form.
If the task is assigned to just you, it is accepted once you open it.
Not accepting a task is not the same as rejecting it.
See below: Rejecting a Task in Tempo
Rejecting

Once you have accepted a process task assigned to you and others, you have the option to reject
the task if you have sufficient privileges. Rejecting a task removes the task from your task list.

NOTE: Social tasks cannot be rejected.

The option to reject a task is only displayed under the following conditions:

The application designer must have given you sufficient privileges to reject the task.
The task is a SAIL task.
You must have already accepted the task.
The task must be assigned to a group or more than one user.
You are not the only assignee who hasn't yet rejected the task.
To reject a task after accepting it, complete the following:

Click the accepted task that you would like to reject.

When the task form opens, click Reject Task in the left-side navigation.
Click the Reject button to confirm the task rejection or the Cancel button to keep the task.
When you reject a task, the task is reassigned back to the original assignees except you.

NOTE: Any changes to the task form that you have saved are preserved when you reject the task
and are available to the next user viewing/completing the task.

Reassigning

You have the option to reassign process tasks if you have sufficient privileges.

NOTE: Social tasks cannot be reassigned.

The option to reassign a task is only displayed under the following conditions:

The application designer must have given you sufficient privileges to reassign the task.
The task is a SAIL task.
Depending on the privileges given to you by the application designer, you may either be able to
reassign the task to any users and/or groups, or only be able to reassign it within the current list of
assignees.

To reassign a task, complete the following:

Click the task that you would like to reassign.
When the task form opens, click Reassign Task in the left-side navigation.

Select the new assignees. Depending on the level of your privileges, you will be able to either
choose from the current assignee list, or from all users and groups.
Click the Reassign button to submit the task reassignment or the Cancel button to leave the task as
currently assigned.
When you reassign a task, the task's assignment list changes to the users and/or groups that you
specify.

Closing

Closing a social task differs from closing and completing a process task. This section explains how
to close both.

Social tasks can be closed by the user assigned to it or the user who sent it.
Process tasks can be closed by the user assigned to it and the editors/administrators of the related
process.
To close a social task, complete the following:

Click Tasks from the Tempo navigation bar and select your task.
The full description of the task is displayed.
Click Close.
A text entry box displays.
(Optional) Enter a comment regarding the task.
Click Close.
A notification is sent to the task sender letting him/her know it is closed.
NOTE: You can also add a comment to a social task before and after you complete it.

To close a process task, complete the following:

Accept the task to display the task form.
Each input listed as required must be completed and all fields of a form are validated to ensure the
correct type of value is provided.
If an invalid entry is made, an error message displays.
When viewing a task, you may have the option to add attachments and notes.
See also: Adding an Attachment or a Note to a Task
To save the form and complete it later, click the save icon in the top-right corner.
All required fields must be entered before saving a form.
Once all fields are completed, click Submit to complete and close the task.
NOTE: When completing a field that requires you to enter multiple numbers, each number must
be separated by a semi-colon. For all other input field types, multiple values can be separated by a
comma.

Creating

Sending a social task to a user is a way to create a task for another user or yourself through
Tempo. Only social tasks can be created in Tempo.

Social tasks can only be completed through the Tempo interface.
The tasks are not based on a process, but instead are only based on text entered by you.
NOTE: You cannot send a task to multiple users, deactivated users, or users you do not have
viewer rights to.

To send a social task, complete the following:

From the News tab, click Click here to post... at the top of the News feed.

Select the Task tab.
In the To: field, begin typing the name of the user you want to assign the social task to, and select
him/her from the drop-down when the user appears.
You are allowed to create social tasks for yourself.
Enter your social task description (you must enter at least one character).
The task description cannot exceed 4,000 bytes.
If you want to, attach files to the task by completing the following:
The file starts uploading right away or immediately after any previously uploading files.
You can remove any attached files before sending the task by clicking on the "X" to the right of the
file name.
Click Send Task.
The social task is added to the Assigned to Me view of the assignee's Tasks tab and your Sent by
Me view.
By default, you receive an email notification when the assignee comments on or closes a social
task assigned by you.

Commenting

You can add comments to social tasks assigned to or sent by you. Existing comments display below
the entry.

To add a comment, complete the following:

Select the Comment link on a social task, or, if comments are already added, select the Add you
comment here... box under the last comment displayed.

Type your comment in the text box that displays.
Comments can be a maximum of 4,000 bytes.
If you want to, attach files to the comment by completing the following:
The file starts uploading right away or immediately after any previously uploading files.
name.
Click Comment to add your comment to the entry.
Your comment is added to the existing list.

By default, you receive an email notification when another user comments on something you
already commented on.

Working with Tasks in the Portal
From within the Portal, you can accept and complete tasks just as you did within Tempo (see
above), but you can also reject and assign them if they are configured to allow it.

NOTE: Social tasks can only be accessed from Tempo. See above: Working with Tasks in Tempo.

Viewing

To access tasks that can be completed in the Portal, select the Tasks button in the top-right corner
of the screen.

By default, the Task View shows just the active tasks that are assigned to you.

The Task View lists the task name, the user who sent the task, the date and time the task was
received, the task priority, and the status of your assigned tasks.

The tasks are sorted by the Received column in descending order (with the most recently assigned
tasks appearing first). This can be changed by selecting another column heading that you want to
use to sort the task report. Clicking a column heading again reverses the ordering displayed.

You can view a more specific list of tasks by selecting the appropriate filter from the toolbar. The
following task filters are available:

Tasks filtered by status:
Tas
k
Vie
w
Description
All
All tasks that have been assigned to you, including all completed, cancelled, or active
tasks, display in this view.
Acti
ve
All tasks that have been assigned to you and are currently active display in this view.
Sta
rred
All tasks you marked as a favorite display in this view.
Acc
ept
ed
All tasks that you own (have accepted) display in this view. If a task is
assigned to you, it is accepted when you view it. If it is assigned to a
group that you belong to, you must click accept to take ownership of
the task.

Co
mpl
ete
d
All completed tasks (which you own) display in this view.
Pau
sed
Any tasks issued by processes that are paused display in this view.
Tasks filtered by priority:
Task View Description
All All tasks that have been assigned to you, including all completed, cancelled, or active tasks, display in this view.
High Only high priority tasks display in this view.

Tasks filtered by due date:
Task
View
Description
All
All tasks that have been assigned to you, including all completed, cancelled, or
active tasks, display in this view.
Today
All tasks that have been assigned to you and have deadlines set for the current
day display in this view.

Overdue
All tasks that have been assigned to you and have deadlines that have passed
display in this view.

ejecting

The option to reject a task is only displayed under the following conditions:

The option must be enabled by the application designer.
You must have already accepted the task.
The task assignees must include more than one user (or a group with more than one user).
To reject a task, complete the following:

Click Tasks.
Click the task to accept it.
Click Reject on the toolbar.
Type an explanation as to why you are declining the task.
Click the Reject button to remove the task from your list.
Click Close to cancel the task rejection.
The following results occur when you reject a task:

The explanation for the rejection is added as a note to the task.
The task is reassigned back to the original group (excluding the user who rejected it).
The task does not appear in (is removed from) user-context reports for the person who rejected
the task.

NOTE: Rejection rights for a task can be removed by an system administrator.

Reassigning

You must have editor or administrator rights to a task in order to reassign it.

To reassign a task, complete the following:

Click Tasks.
Select the checkbox next to the task you want to reassign.
Click Reassign.
The Reassign Task dialog box appears.
Select from the following reassignment options:
Automatically select all people who were initially assigned this task: Reassigns the task to the users
and groups that were originally designated by the process designer.
Choose from people who were assigned this task before it was accepted: Allows you to select from
the users that were originally designated by the process designer.
Choose from all users: Allows you to select from users that were never originally assigned the task.
(Managers and Administrators of a process can also reassign tasks, after accepting the task.)
Click Next.
If you selected the first option, the task is reassigned to the original users and/or groups.
If you selected one of the last two options, a new window displays.
Select the users and/or groups to reassign the task to and (optionally) enter an explanation for the
reassignment.
Click Reassign to complete the change.

NOTE: Reassignment rights for a task can be removed by an Administrator. Process editors can
always reassign tasks. See also: Configuring Process Security.

Managing

Depending on your rights to a task (such as being the task assignee or an administrator), the
following toolbar options might display when you select the checkbox next to a task. If the task
cannot be reassigned, the option is not displayed.

When checkboxes that correspond to multiple tasks are selected, only the Start, Pause, and Cancel
buttons are displayed on the toolbar. These are the only actions that can be performed on
multiple tasks simultaneously.
Click To. . .

Start a new instance of the selected task(s).

Pause the selected task(s).

Resume the selected task(s).

Cancel the selected task(s).

Reassign the selected task.

Change the task priority.

View the process details page for the process that issued the task.

Modify the process security for the underlying process instance (process).

Configuring the Task View in the Portal
Different options are available for you to modify the Task View. Any changes you make to the view
must be saved as a copy.

The following toolbar options are provided within the Task View:

Click To...

Save the current task view. You must have administrator rights for this option to be
displayed.

Save a copy of the task view, in order to create a customized version.

Print a task view.

Email the task view to selected users or groups within the system.

Export the data displayed within the task view to Microsoft Excel.

Configure the task view. This allows you to add report data, edit the report filters,
configure performance indicators, or configure a custom chart option (for users with
administrator rights) for this view.

Refresh the task view.

Modifying Columns

Click the columns link to select the columns to display on the grid.
All the columns that are currently displayed on the grid appear selected.
To select another column to display, select the checkbox that corresponds to the column.

Click Update.
To remove a column from the grid, clear the checkbox for the corresponding column and click
Update.

Modifying Views

By clicking the Views drop-down on the right-side of the toolbar, you can convert the data to
display as a vertical bar, stacked bar, or pie chart.

Modifying Filters

The tasks view includes two quick filters. These quick filters can be modified, and additional quick
filters can be added.

See also: Adding Filters to Reports

Selecting one of the options results in processes that satisfy the rule imposed by the selected filter
appearing on the grid.

PESTAA REGISTROS

Records

A record stores a set of related data on anything from customers to storage locations to potential
clients. The Records tab lets you access and work with all the records you have permission to view,
edit, or manage.

Clicking on the Records tab gives you a list of the types of records you have viewer rights to.
Selecting a type displays a brief listing of all records associated with that type.
Clicking on a record displays the detailed information related to the record.

For more information, see Intro to Records

PESTAA REGISTROS
he Records tab brings together all data within your Appian system into a searchable collection of
information for you to view and take action on. This can include integrated business data, such as
customer information stored in a Data Store, and process data, such as Support Tickets created
through an Action.

It lets you quickly access and work with any records you have permission to view.

Permissions for a record are set by your Appian Designer.
What is a Record?

An Appian record is similar to a patient record at a doctor's office. It stores a set of related data for
you to view and connects you with associated information. Think of how a patient's record might
include contact information, background history, and past appointment procedures all associated
with the patient. A client record in Appian may similarly include contact information, project
information, and on-site visit history for the client.

Viewing Record Dashboards

Records are available from the Records tab in Tempo. The records that display depend on your
viewer rights.

To access records, complete the following:

Select the Records tab on the navigation bar.
By default, the page lists the first 100 different types of records in alphabetical order.
Select a record type to view the records associated with it.
The list of records that displays is called a record list view.
If your record type includes filters, select one or more from the left-side navigation to filter the list.
Select a record from the list to display its Summary dashboard.
Any other dashboards configured for it are available from the left-side navigation.
At any point, you can click the breadcrumb links at the top of the page to go back to the record list
view or record types list.

Searching
From a record list view, you can search for records based on their display name.

To search records, complete the following:

Select the Records tab on the navigation bar.
Select a record type to view the records associated with it.
Type a word, the beginning of a word, multiple words, or numbers into the search box from the
left-side navigation and press Enter.
Any records that contain all parts of your search in their display name are returned.
When searching for a number, do not include separators or any other formatting. For example,
search for 1000, not $1,000.

After you perform a search, the URL remembers the search result and can be used to quickly
retrieve the same result set.

If your record type includes filters, you can continue to filter the search results by selecting one or
more filters.

Viewing Relevant News
When viewing a record, you may want to see all of the news entries relevant to that record. You
can do this by clicking on News from the left-side navigation while viewing a record dashboard.

This news feed displays all news entries that are tagged with the selected record that you have
permission to see, regardless of whether you are following the entry author, participating in the
entry, or subscribed to the relevant feed. The entries in this news feed are sorted by most recently
updated, mirroring the sort order of the Updates view of the main News tab.

You can participate in these news entries as you would from the main news feed under the News
tab, such as starring the entry or adding comments or participants.

Starting Related Actions
When viewing a record, you may be able to take an action on it, such as editing the record's
details, or start an action related to it, such as creating a support case with the record's
information.

These actions are called "Related Actions". Depending on the system settings, they may also be
available for a list of records. Not all users have access to the same actions.

To view the actions you can take, click Related Actions from the left-side navigation while viewing
a record dashboard.

A list of related actions displays.

Select an action to start it.
Starting a related action from the Records tab is the same as starting one from the Actions tab.
The benefit, however, is having information for the action pre-populated with information on the
record when you start it.

After completing the action, you are navigated back to the record dashboard.

Reports

The Reports tab gives you access to any Tempo reports designed by your Appian Designers. Tempo
reports includes grids, charts, or other graphical representations that display the current status or
historical trends of your company for you to review and analyze.

Clicking on the Reports tab gives you a list of all reports you have viewer rights to.
Selecting a report displays that report's content
For more information, see Intro to Reports

PESTAA REPORTES
NOTE: For information on Tempo reports, see also: Tempo Reports and Tempo Report Design

Appian Portal reports typically pull data from the active processes of a processes model, the tasks
assigned to certain users or groups, or from specific process instances. Each process execution
engine is paired with an analytics engine to gather the real-time report data contained in your
active processes. Reports that you dispatch are divided between the available process analytics
engines for calculations and data processing.

Process models can pull data from various sources, such as web services, Data Stores, or other
relational databases.

Creating a report involves working through the New Report Wizard and configuring the Report
Options Dialog Box, which is displayed after completing the wizard. Each report created by the
wizard includes default columns that you might need to delete.

You might be able to save time when building your report by using an existing report as a
template. (If you choose to do so, take care not to save your changes into the existing report.)

The reports you create mainly rely on process data. If you've archived or deleted a process that
the report is looking for, that data is not available for inclusion in your report.

If you create a long-running sub-process for reporting, you can retain important process data or
metrics while allowing parent processes to be archived or deleted. What's more, you can perform
necessary calculations within the sub-process (or in the parent process) to reduce your report
generation times. See Using a Sub-Process to Tabulate Report Data

Keep in mind that complex reports can be resource intensive to generate. See Report Performance
for guidance on how to keep reports from consuming too many resources.

New Report Wizard

The first part of creating a report involves stepping through the New Report Wizard.

In the left navigation of the Reports View, click Create a New Report.

Select a report type.

The table below lists the different options available for each report type:
Report
Type
Context Options Comment

Report
Type
Proces
s
Model
All process
models
Models
created by
user
Models last
modified by
user
Gather data from different process models. This report
type is commonly used to view the status of all running
processes.
Proces
s
All
Processes
Processes
initiated by
user
Processes
by process
model
Gather process data from all executed process models,
from each execution of a single process model, or from
each process executed by a single user. Select this report
type if you are unsure which report type to choose.
Task
Task
Tasks
attributed to
user
Tasks
assigned to
group
Tasks by
owner
Tasks by
process
model
Tasks by
process
Gather task-related data. Select this report type if you
need to report on task completion and status. Task reports
list tasks that are Accepted, Assigned, and Paused.
Tasks attributed to user lists tasks
with Accepted, Assigned, and Paused status for
specified users.
Tasks assigned to group lists tasks
with Assigned and Paused status for specified
groups.
Tasks by owner lists tasks
with Accepted, Assigned, Paused, Completed, Can
celled, and Cancelled by Exception status for
specified users.
Tasks by process model lists tasks
with Accepted, Assigned, Paused, Completed,Canc
elled, and Cancelled by Exception status for
selected process models.

Report
Type
Tasks by process model lists tasks
with Accepted, Assigned, Paused, Completed,Canc
elled, and Cancelled by Exception status for
selected process instances.

Select context type. Once a report type has been specified, the context type is used to determine
the scope of the report. The options available for selection vary for each report type.

Choose Context After a context type has been selected, certain context types require you to
specify the report context. The Report Context determines the manner in which the report is run.
For example, creating a Task report, and selecting Tasks attributed to user as the context type will
require you to select users that the report will run as.

Save Location

After a report context has been specified, select a folder to save the report. Be sure to save it in a
location that is available to all desired viewers. The default My Reports save location is not
viewable by other users.
Reports saved to the My Reports folder, in the My Private Knowledge Center, under the Personal
and Teams community, appear under the My Reports section on the left navigation.
If you are an administrator and want to make a report available for selection from the Reports
View, save it in the following location.

Appian Document Management > Default Community > System Knowledge Center > System
Reports.
Configure the Report Options Dialog Box

After completing the New Report Wizard, the General tab of the Report Options dialog box is
displayed.

Select Include data from sub-processes if your report needs to include data that resides in a sub-
process.
(Optional) Specify a custom toolbar. This option is for advanced users only. It requires access to
the Appian server.

Click the Data tab. The following default columns are displayed for each report type.

Report Type Default Columns
Process model
process model name
process model description
process model creator
Process
process name
process status
process start time
Task
task name
task status
process name
task start time

(Optional) Delete all existing columns from your report by selecting the checkbox in the toolbar
and clicking delete\_button.gif.
Click new\_report\_data.gif on the toolbar. The Add/Edit Data dialog box is displayed.
Type a name for the column in the first text box.
Click ee-icon.gif next to the Definition field. The Expression Editor is displayed. The available data
is listed on the Data tab (and on the Rules & Constants tab). Create an expression that results in
the data that you want to use in your report.
Select the appropriate format for your data from the Formatting list. (The format you use here
often matches the data type of the process variables used in your definition expression.)
(Optional) Select the Link to more information checkbox if you want the user to be able to click the
data displayed and view supporting details. For example, selecting Process Details from the Link to
list allows your report viewers to examine the raw process variable values for a process that the
report used for its context. Click Save. A row is added to the list of columns that appears on the
data tab. Repeat the steps to add a column, for each column in your report.

Grouping Rows

(Optional) Grouping collapses rows that have the same values within the same column into a
single row.
The collapsed data in the other columns (which aren't selected for grouping) list a number
indicating how many rows are represented.
You can perform calculations on rows that are collapsed by grouping, which is called aggregation.
When rows are aggregated, a calculated result is displayed, rather than the number of collapsed
rows.
Select a column(s) to use for grouping the report data.
If you want a single column used for grouping the data, select the checkbox next to the column
name and click the Move Up button until it appears as the first row. Then select the Group By
checkbox for the desired column of data (which is displayed as a row in this view).
Aggregation

(Optional) Aggregations are calculations that you can perform on rows collapsed by grouping.
Once you've selected a column for grouping (or multiple columns) click each non-grouped item to
display the Add/Edit Data dialog box. A new Aggregation Field is displayed (on non-grouped data
columns) with the following options.

Select an aggregation function for each grouping.
The way that you aggregate data can have an impact on report performance. See Report
Performance Details for additional information.
Sorting

(Optional) Select a column to use for ordering your report data.
Sorting a column that lists Appian objects, such as process models, may not result in the expected
ordering of your data. These objects are represented as integers internally. The integer ID of an
Appian object bears no relation to its name. For this reason, it is not practical to apply a sort
ordering to columns that list Appian objects.
Avoid sorting on columns that are defined using logical expressions, Appian functions, or custom
function plug-ins. See also: Report Performance Details.
The report is sorted using the selected column of data, in descending order.
Users can click the column to reverse the sort order, or click a different column to use for sorting
the report.
Filtering

(Optional) Click the Filters tab and add a report filter to narrow the report results using certain
criteria. You can specify a default filter, create a custom default filtering rule, configure a set of
filters, or create dynamic filters that can be applied by users.

Report Templates
The following categories of existing reports are available for use as report templates.

Process model reports
Process optimization reports
Process reports
Summary reports
Task reports
Using an Existing Report as a Template
Open a report and click Save a Copy on the toolbar. The Save Reports to My Reports dialog box is
displayed.

In this dialog box, specify the name of the report and the folder to save it in. Optionally add a brief
description of the report. Click Save.

All reports saved to the My Reports folder, in the My Private Knowledge Center, under the
Personal and Teams community, immediately appear under the My Reports section on the left
navigation.

If you want to share your report with other users, do not save it in the My Reports folder in the My
Private Knowledge Center under the Personal and Teams community (or other locations in My
Private Knowledge Center). Appian Administrators can save reports in Default Community >
System Knowledge Center > System Reports to make them appear in the Reports View.

The text area provided for entering the report description is restricted to 1000 characters by
default. This limit can be increased by an application administrator with access to the server.

If you want to create a report that uses Report Indicators, you must start with an existing report.
Report indicators are not available for new reports.
Along with creating your own report, Appian includes predefined reports and report categories.
but you can add data columns to any report. Expression functions and Custom Function Plug-ins
are available for use in data columns, except for Scripting Functions.

Display as a Chart
When initially viewing a report, it appears as a table of data, configured by columns.

Charting a Report Table

Select Views on the report toolbar.
Select one of the following chart types.

Saving a report with a chart displayed makes that chart the default view.

A report can be edited when viewed as a table, or as a chart.

Report viewers can switch back and forth between the different charts (table, bar, stacked bar,
pie, line, horizontal bar, stacked horizontal bar, Gantt) to find the desired format.

The following configurations may be necessary to obtain a desired chart appearance.

Select columns you want charted by reordering the desired columns to make them appear first on
the list.
Select the Show checkbox for the report column. Otherwise, the column data are not charted.
The first 15 rows of a report are displayed in each chart page, except for pie charts.
Pie charts display up to 12 rows as segments, depending on the report's batch size.
You can reduce the number of rows displayed by a pie chart using the batch size setting on the
Display tab of the Report Options dialog box.
Configure the different chart options in the following manner.

Bar/Stacked-Bar Configuration

Numeric report data (with numeric actual values or numeric formatting) is graphed on the y-axis.
(Keep in mind that Appian objects such as documents or groups are stored in process variables
using numeric data, which can be read by the chart engine.)

View the format of your report columns.

Click Edit on the Reports toolbar and select the Data tab. Select Report Data to display the Edit
Data dialog box, which lists the format of your report data.
The first column of Report Data with formatting set to the Normal Text data format is used for
labels across the x-axis of a bar chart.

Horizontal Bar/Stacked Horizontal Bar Chart Configuration

The first column of Report Data with formatting set to the Normal Text data format is used for
labels down the y-axis of a bar chart. Numeric report data (with numeric actual values or numeric
formatting) is graphed on the x-axis. (Keep in mind that Appian objects such as documents or
groups are stored in process variables using numeric data, which can be read by the chart engine.)

Pie Chart Configuration

When editing a report, set the order of the report data on the Data tab of the Report Options
interface. Pie charts can only display information about one metric at a time. Only the first
numerically formatted data column is displayed.

Line Chart Configuration

A line chart is often used to analyze trends over time, and to show correlations among variables. It
only displays numeric data. Each series of numeric data is listed in a different color.

The chart key uses the name of the data column for data labels.

Gantt Chart Configuration

Gantt charts describe schedules. Each dataset has a number of bars arranged horizontally, defined
with start and end dates, defined using timestamps with a specified input date format. For
example, you might display the operating hours of a production line using one dataset, and the
material delivery times with another dataset.

Gantt charts require two or more columns of date or date and time data.
The time scale changes automatically. Durations can span minutes, hours, or days. The chart
adjusts to properly display the data.
If the report contains more than two date or datetime columns, the Gantt chart displays different
colors for the durations.
Gantt charts of Sub-processes per process report data cannot display data from nested sub-
processes.

Drilldown

You can configure the report to display additional-detail reports when you click an item. Chart
drill-down paths do not require a data-warehouse.

See: Adding Report Data.
Custom Charts

You can also upload custom chart definitions.

External Data

External data can also be included in reports using query rules and data stores, messages, web
services, or the query database smart service.

Viewing a Report
To view a report, click the Reports tab. Select a report. You can also create a page with a report
channel that displays a report to targeted users. Or, you can display a report on a form using a
Report Component.

Report Categories
All standard reports are separated into categories, each of which is represented as folders on the
left navigation on the Reports tab of the Application Designer.

To view the standard (out-of-the-box) reports within each category, you can either select to
expand the corresponding folder on the left navigation, or you can click the category within the
portal page. Once a report is selected, the data rendered by the report is displayed in a table.

Additional report categories can be added by creating new folders in the Default Community >
System Knowledge Center > System Reports folder.

Report Toolbar
The following toolbar options are available when viewing a report.

The toolbar display is configurable by the report designer, who may decide to not display it on a
page that includes your report.
Certain options are only displayed when you have sufficient user rights.

Item Description

Sort the report using data in the selected column.
When the report is sorted by a given column, an arrow appears next to its
name, indicating whether it is sorted in ascending or descending order.

Click the heading again to reverse the sort order.
To obtain the fastest report generation times, reverse the sort order rather
than viewing the last report page.

Save the current report view. You must have administrator rights for this option to
be displayed.

Save a copy of the report view, in order to create a customized version.

Print a report view.

Item Description

Email the report view to a selected users or groups within the system.

Export the data displayed within the report view to Microsoft Excel.

Configure the report view. Click Edit to display the report View Options dialog box
in a new window. This dialog box allows you to:
Add report data
Edit the report filters
Configure performance indicators (If the report includes indicators).
Configure a custom chart option (for users with administrator rights) for
this view.
The resources and objects needed for certain report changes are only available to
users that hold the necessary user rights.

Refresh the report view.

Item Description

When a report contains more rows of data than the number of rows per page set
by the report designer (which is 25 rows, by default) the report paging controls
appear in the toolbar.
Click |< to view the first page.
Click >| to view the last page.
Click < to view the prior page.
Click > to view the next page.
Click page number to display that page of the report.
Drilling down into subsequent pages of a report can be slower than viewing the
first page, as the report is regenerated each time.
The data set that must be rendered becomes larger as you drill deeper
into the report results.
The total number of pages rendered for your report is limited
(approximately 10,000 rows worth of pages in a standard configuration).
If the calculated number of rows for the report exceeds the number of
rows that can be displayed, the paging controls do not allow you to view
report pages that would exceed the report limit.

Click Columns to display the list of data columns included in your report.

Each column that is currently displayed by the report is selected.
If your report contains data columns that are not already displayed, you
can also show these columns.
o Select the checkbox next to each column you want to show.
o Click Update.
To remove a column from the grid, clear the checkbox next to its column
name. Click Update.
Click Add or Update Columns to modify the column definitions used in
your report.
Click the Views button to display (and apply) chart options for your report.
See: Display as a Chart .

Item Description

Click the Filters button to display the filter options for your report. See: Adding
Filters to Reports.

Click to view the Report Performance Details page.

Display dynamic filters.

Hide dynamic filters.

A count of the total number of rows in the report is displayed when rows are not
combined by grouping.

Formatting a Report
Report data can be formatted and displayed in various ways using Columns, Chart Views, and
Filters. You can also define drilldown paths for report data.

Columns

You can define additional columns for your reports, remove columns, or set whether a column of
data is displayed. (Some data columns are used only for sorting.) See Adding Report Data.
Configuring a Chart

Reports that contain properly-formatted data can be charted by selecting one of the available
chart formats from the View list on the report toolbar.

See Display as a Chart.
By default, all data is displayed in a table. Pie charts can only display information about one metric
at a time. Only the first numerically formatted data column is displayed.

Filters

Report filters allow you to restrict the data that appears within a report. When editing a report,
new filters can be added on the Filters tab of the Report Options dialog box.

You can also create a set of Quick Filters that allow users to toggle between different views of the
data from the Report toolbar. See Quick Filters.

The report toolbar displays dynamic filters for certain report data formats. Dynamic filters allow
users to filter report rows based on values they type.

Dynamic Filters

All reports (and any views that are based on reports) display a toolbar that provides the dynamic
filtering options for report data.

A dynamic filter allows you to enter your own values and criteria for filtering the report rows, after
the report is generated.

utton Description

Clicking this button displays filter options above report columns that contain data in the following formats:
Normal Text
Number
Date
Time
User Name
User or Group Name
The following buttons are also displayed on the toolbar when this button is clicked. When the dynamic filter options are

utton Description
displayed, press this button to hide them again (or press <Esc> if a dynamic filter field is selected).

Press this button to hide the secondary toolbar from the report or view.
The dynamic filter options that are displayed at the top of your report (or view) columns vary
according to the format of the data in each column.
Data
Format
Filter Instructions
Normal Text Type your desired text match. Click or press <Enter>.
Number
Select the operation to use (equals, less than or greater than, less than,
less than or equal to, greater than, greater than or equal to). Type the
comparison number in the field provided.
Date
A Date text box is displayed when this option is selected. The following
comparisons also appear in a dropdown list:
After
Before
Between
On
Not
Type a date
Select a comparison from the list. If Between is selected, an additional Date
text box appears for entering the end date for your range of values.
Click or press <Enter>. Date comparisons only work when the actual data
type of your column (not just the format) is Date. (For example, it is
possible to display Date & Time data with a Date format. Such comparisons
are not available. A column of Date & Time data can be converted to a
Date data type using the todate() function.)

Data
Format
Filter Instructions
Time
A Time Text Box is displayed. The following comparisons also appear in a
dropdown list:
After
Before
Between
Type a time (or a date and time). Select a comparison from the list. If
Between is selected, an additional text box appears for entering the end
time for your range of values. Click or press <Enter>.
User Name,
User or
Group
Name
A text box with autocomplete allows you to select the user or group you
want to use as a filter. Only one user or group can be selected. Wildcards
are not supported in this text box. Select the desired user or group from the
list that appears as you type. Click or press <Enter>.

If you apply a dynamic filter when viewing a secondary page (such as page 6) of a report, the first
page of the dynamically filtered report is displayed when the data is refreshed.

If your report (or view) contains data in other formats, you must create Quick Filter. Dynamic
filters are not available.

If you have the right to save your report after applying a dynamic filter, and do so without
changing the name of the report, the report definition is changed so that the filter is applied for all
other users. This is also true when you apply Quick Filters.
To restore a dynamically filtered report (or view) to the way it appeared before applying the filter:

. or
In the dynamic filter field, press <Backspace> or <Delete> to clear the field. Press <Enter>.

Grouping and Aggregation

When designing a report that displays a table of report data, you can summarize or calculate
results from multiple rows by grouping and aggregating your data.

Report Descriptions
The Reports section on the left navigation allows users to select one of the out-of-the-box reports.
Each of these reports is explained in further detail below.

All reports stored in a subfolder within the Default Community > System Knowledge Center >
System Reports folder appear within the Reports view.

See also: Creating a Report

Process Model Reports

Report Name Description
All Process
Models
Each process model is listed, showing its name, description, creator, and
when it was created.
This report is used to display process search results.

Process
Details per
Process Model
This report requires that you select a process model. Once a process model
is selected, statistics are displayed for all instances of the selected process
model.
Process Model
Versions
This report first requires you to select a process model (the report context).
Once a Process Model is selected, the different versions of the process
model are displayed, along with statistics such as the number of
completed processes and running processes for each version of the
process model.
Running
Processes
This report requires you to select a process model (the report context).
Once a Process Model is selected, all running processes of the selected
process model are displayed, along with statistics for each process instance
(each activated process).
Process Optimization Reports

eport Name Description
Default Process
Model
Optimization
Metrics
Select a process model (the report context). The average lag time
and average completion time of the tasks from each process are
displayed.

eport Name Description
Default Process
Optimization
Metrics
Select a process instance as the report context. The actual lag
time and actual completion time of the tasks in the selected
process are displayed. These report columns are also displayed
as metrics within the process modeler when editing a running
process and the View > Display node statistics option is selected.

Process Reports
Active Processes Active processes that you can view are displayed on this report.
All Processes
Processes that have been started are displayed. Processes that are
active, processes that have been completed, and canceled processes
are listed.
Cancelled
Processes
Processes that have been canceled are displayed.
Completed
Processes
Processes that have completed execution are displayed within this
report.

Starred
Processes
Processes that have been marked as a favorite by the currently logged
in user, are displayed in this report.
Paused
Processes
Processes that have been paused are displayed within this report.
Processes
Started by Me
Processes started by the currently logged in user are listed.
Processes with
Problems
Processes that have been started by the currently logged in user are
displayed.
Sub-processes
per Process
This report first asks you to select a process (the report context). All
sub-processes that have been triggered by the given process are
displayed.
Summary Reports
Favorite
Process
Models
Process models that you have selected as favorites are listed, including
their descriptions, who created them, and when they were created.

Most Active
Process
Models
The most-frequently used process models are listed based on the
number of times each process model is launched.
The process model must be started at least once to be listed in
the report.
The current user must have a minimum of view authority for each
process in order for it to be counted by this report.
Tasks that are canceled by exception are not displayed on this
report. See the Activity Exceptions tab on the Process Model
Details page to view running processes with tasks that are
canceled by exception.
Statistics
Across
Processes
Executed processes are listed, regardless of the current state. Statistics
for each process are also included.
Task Reports
Report
Name
Description
Active Tasks
All active tasks assigned to the currently logged in user appear within the
report.
All Tasks
All tasks that have been assigned to you (completed, canceled, or active)
appear within this report.
Completed
Tasks
All tasks that you have completed appear on this report.

Report
Name
Description
Current
Tasks for
Process
This report displays active tasks for a selected process (the report context).
Starred
Tasks
Tasks that have been selected as a favorite by the currently logged in user
are displayed.
High Priority
Tasks
All tasks issued by a process can have one of three priority levels: Low,
Medium, or High. If no priority level is set, this field remains blank. Task
priority must be configured in the Process Modeler, through theConfigure
<ACTIVITY NAME> dialog box, or as a default for all tasks in a process in the
Process Model properties dialog box. This report displays all active tasks,
assigned to the currently logged in user, that have been designated as high
priority.
Overdue
Tasks
Lists all active tasks that have exceeded the deadline date.
Tasks Due
Today
Lists all tasks that have their deadline date set to today.
Task for
Group
Using a picker, select a group in which you are a member of. You can be a
group member or an administrator. All tasks that have been assigned to the
group are displayed on the report.

Report
Name
Description
Tasks for
Group
Members
This report requires you to first select a group. This report displays all tasks
assigned to the group, but not yet accepted by anyone and all tasks accepted
by any group member (regardless of original assignment).
Tasks per
Process
Model
This report requires you to first select a process model. Using a picker, you
can select one or more process models. Upon selecting a process model, all
tasks issued by processes of the given process model(s) are displayed within
the report.
Creating a Custom Report
All of the reports listed above can be used as report templates to generate a custom report.
When viewing the report, click the save as button. Once you've saved a new copy of the report,
click the Edit button on the toolbar to configure your report options.
See Creating a Report
Certain process model and task reports are included in standard views in the Application
Designer interface, and are translated into all supported languages. We do not recommend
editing these reports within the Appian page where they appear, as only the language strings
for the Administrator's preferred language are saved, yet the changes are displayed for all
users. Instead, save a copy of the report in a different location before customizing it.
My Reports
All reports saved under the My Reports folder, which resides in the My Private Knowledge
Center under the Personal and Teams community, are listed. By default, any report
generated by Appian is dynamic, therefore saving a report, and re-opening the same report at
a later time, results in the report being regenerated, and thus the report includes any new data
associated with the report.
Editing a Custom Report
Reports can be created using the pre-defined templates provided on the left navigation of
the Reports view in the Application Designer interface.

To modify an existing report:
Click Edit on the report toolbar, when viewing the report.

The Report Options dialog box is displayed.
Update the existing report configuration using the following tabbed property sheets.
o General
o Data
o Filtering
o Indicators
o Display
If a report view has been modified and not saved, the following warning appears:Changes to
this report view have not been saved.
Emailing a Report
Once a report has been created, it can be sent as an email to users and groups within the
system.
To email a report:
1. Click the Emailbutton on the reports toolbar.

The Email Report dialog box is displayed.

2. Specify the recipients of the report. Type a username in the recipient field, or click
Directoryto select the groups or users you want to receive the report.
3. Optionally, type a message to be included in the body of the email.
When sending a report as an email, only the first five pages are printed.

Exporting a Report
Once a report has been created, it can be exported to Microsoft Excel (before or after it is
saved).

To export a report to Excel, click the Export button on the Reports toolbar and select a location
on your local computer in which to save the report.
If the report is configured to use a process model context, the process model's unique ID is not
exported with the report.
NOTE: All rows and columns are evaluated, serialized, and returned when the report is
exported. This includes more calculation than simply viewing the report and may cause a
report that normally renders with no issue in Appian to time out.
When exporting a report, up to 5000 rows are exported (by default).
See also: Printing or Exporting Reports to Excel.
Printing a Report
Select a process view or report. Click the Print button on the toolbar. Two new windows are
displayed, one a preview of the process view that will be printed, and the other a Print dialog
from which you must select the printer. When printing a report, the print output is limited to the
first 5000 rows (by default). See Post-Install Configurations.

Actions

The Actions tab allows you to start any actions enabled by your system administrator.

All available actions are processes that do not have an assignee and can be started at any time.
Additional filter options appear in the left navigation based on your system configuration.
Search
The Search bar allows you to search for data within the tab you are currently viewing.

For example, entering mobile from the News Feed will display messages or comments containing
the word mobile.
Filter Options
The filter options make up the left navigation and allow you to quickly view specific data within
the tab you are viewing.

Each tab can include different filter options.
Only two filter options remain for all tabs
All - contains all data for that tab you have permission to view.
Starred - contains the data for that tab you previously starred.
For information on the filter options specific to a tab, see the associated page, such as News.

Account Information
By clicking on your username, you can select one of the following options:

Profile - opens your user profile for viewing and managing.
Settings - opens your Settings Page so you can subscribe to Group Feeds and modify your
password.
Sign Out - signs your account out of Appian.
See also: Settings Page

Main Content
The Main Content is where you view data within your system through News feeds, list views, task
forms, record dashboards, Tempo reports, and actions.

The information displayed is specific to the tab you are working in (for example, only tasks display
when working on the Tasks tab).

Some actions or tasks may open in a new window instead of displaying on the same screen.
When printing within a web browser, only content within Main Content area is included.

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