Duplicate the selected component (Ctrl+D for Windows, Cmd+D for Mac), Delete the selected component (Ctrl+Del for Windows, Cmd+Del for Mac). See Editing Object Security to modify an interface's security. Examples are fully-formed interfaces that demonstrate the richness, density, and dynamism that Appian interfaces can offer. The duplicated object will be added to the application you're working in. The following keyboard shortcuts can be used in both design mode and expression mode: The following keyboard shortcuts are for component-level actions in design mode: The following keyboard shortcuts are available when interacting with the expression editor in an interface: Note: For a quick reference of these shortcuts as you are working, hover over the ? There are two ways to duplicate an object: Once you select the Duplicate option, you will see the following dialog: You can only duplicate the most recent version of an object. Builders allow you to quickly create an interface using existing data in your system. For more information on how to secure Appian objects that can display interfaces to users, see Tempo Report Security, and Appian Records Security. Makes an interface available for offline mobile. For more information on how to configure the security of the underlying data source, see Data Store Security and Process Security. All versions are accessible to designers who can view the interface, and an interface can be reverted back to a previous version at any time. This automatically creates a process model with a start form that calls the interface, including a process parameter for each input, and creates an action on the selected application, making it available from the Actions tab in Tempo. A read-only input component for each field in the selected CDT. For information on how to manage object versions, see Managing Object Versions. A banner appears when there are unsaved changes to remind you before duplicating. The CDT name with prefix and underscores removed. This option will populate an interface with fields corresponding to the definition in a Custom Data Type (CDT). Appian design guidance reinforces best practice design patterns that should be implemented in your objects. See design guidance for the full list of possible guidance. Note that guidance is only calculated for and displayed on an interface's saved default test values. If a user does not have Viewer permissions to part of the data on an interface, the interface may fail to load. Specify what type of action you want users to perform in the interface: From any view in an application, you can select the object you wish to duplicate and use the toolbar option to launch the duplication dialog. Rule inputs are used to pass data in and out of an interface. When you save a new version of an interface, the latest version will be available immediately. For functional examples of different design patterns, see the Interface Recipes page. To create an interface object, select NEW > Interface in the Build view. The report will automatically be added to the selected application. This generated interface contains the following components: These rule inputs and interface components are connected as follows: While editing your interfaces you may encounter design guidance. To save an interface as an action, use the Application Action option in the Save Interface As dialog. In general, the interface expression runs under the context of the user viewing the interface. Rule inputs are configured within the interface object. See the.

If your interface is intended to be used as a report or an application action, you can configure that within the interface using Save as in the Settings menu. The rule folder that the interface is saved into. The security role map of an interface controls which developers can see or modify it and its properties. All fields defined in the CDT appear as components in the interface. The Wizard-based templates each contain a functional, multi-page wizard with a confirmation at the end. All forms come with at least a Submit and Cancel button. Once the builder is done (it's really fast), Appian displays the generated interface. These templates are a great way to get ideas on how to display data and to learn how to apply best practices. On mobile, offline enabled forms will function as if they arent connected to the server, even when online. After clicking Save, you will be prompted to set security on your new report. The different form options represent different arrangements of components and columns. When the interface has not yet been defined, a list of template options are available in design mode (shown below). This capability is only available for single object selections from the grid. To modify this for use in your interface, add your own components to the pre-defined pages and add new pages as necessary following the same pattern. An editable input component for each field in the selected CDT. Note: Hiding data through interface expression configurations does not secure the underlying data. After clicking Save, you will be prompted to set security on your new process model. It only determines what does not display on the interface. See the User Contexts for Expressions page for more information on what user context is used when evaluating activity class parameters. You can create an application action directly from within the interface object. Note: Undo/Redo in design mode will undo/redo changes to last interface state; in expression mode, this action will only undo/redo changes to text within the interface definition. Design guidance for interfaces is calculated while editing expressions within the interface or when a precedent of the interface is updated. Interface guidance is also visible outside of interfaces on the Health Dashboard. Redo (Ctrl+Shift+Z for Windows, Cmd+Shift+Z for Mac) These options give you a starting point from which to build your interface. The definition is configured within the interface object, using either design mode or expression mode. This means that record views, reports, process tasks and other interfaces that use this interface will immediately use the new version. If you are in an interface, expression rule, integration or decision object, you can select, When calling rules in your interface definition, pass rule inputs, Take advantage of entity-backed records and design short-lived processes. Either approach will let older process instances continue to use the old behavior of the interface. It is therefore important to carefully consider the impact on running processes when changing interface definitions. Click on the icon in the header to learn more about the suggested guidance (C) and how it can be addressed. There are general keyboard shortcuts that can be used for overall interface design, as well as keyboard shortcuts that enhance functionality specific to design mode and expression mode respectively. Some fields in the Save As form may be pre-populated with information based on your interface definition and the application that contains the interface. Default test values are configured within the interface object.

The interface is defined using an expression that returns one or more interface components. An input component for each field in the selected CDT. If you have unsaved changes and attempt to duplicate the object from within the designer, the most recent saved version of the object will be duplicated without the unsaved changes. To save an interface as a report, use the Report option in the Save Interface As dialog. When a recommendation or warning is triggered, you'll see an indicator icon in the header (A) and next to the corresponding line in the expression editor (B). If the version of your interface must remain in sync with the version of your process, create new interfaces rather than a new version, or use conditional logic to invoke the new behavior in the new version of your interface. Learn more about recommendation dismissal. Appian recommends that you follow these best practices to facilitate the change management of interfaces: Adept designers can leverage several keyboard shortcuts to build interfaces more fluidly.

For example, if a user is a member of a group that has Viewer permissions to a Tempo report, they will, by default, be able to view the report's interfaces. The process model will automatically be added to the selected application and the application will be published. Simply select a CDT, and choose whether you want the interface to be editable, read-only, or boththen the builder will do the rest. In the specific case where a user is viewing a process task that has been accepted by another user, the interface expression runs under the context of the task owner (the user who accepted the task). A common test scenario that can be used when modifying or testing an interface. These examples are configured to use specific test data, and you would have to spend significant time editing the example template to adapt the expressions and inputs to your business case. The component type will be a best-match based on the data type of the corresponding field. Names are case-insensitive, but we recommend following the. For example, you cannot undo an action taken in expression mode by using the Undo function in design mode. These templates provide structural skeletons to use as a quick starting point that will be enhanced into a richer interface. icon in the top right of the expression editor. Each interface has the following properties. This automatically creates a report that calls the interface and makes it available from the Reports tab in Tempo. Any user can invoke any interface that is used by a process, record view, report, or site page they can access. By default, interfaces inherit the security of the folder that they are saved in. Supplemental information about the interface that is displayed in the expression editor and the objects grid of some Designer views. Warnings cannot be dismissed and should always be addressed to avoid complications when the logic in the object is executed. The following table outlines the actions that can be completed for each permission level in an interface's security role map: Security for the data displayed on an interface is based on the security of the underlying data source. Pages provide only simple arrangements of columns and sections. For example, a text field will be represented with a Text Component in the interface; a date field will be a Date Time Component, etc. This page describes the features and functionality available when creating interfaces.

For more information about offline interfaces, see our offline mobile overview. Each time you modify and save an interface, a new version is created. Appian displays an interface ready for you to define. To modify the interface properties, go to Properties in the Settings menu, as shown below. If you are familiar with these concepts and want help in building your interface, see the pages in the Build section of this collection. These examples will help you learn key component concepts and can be used as a starting point for your implementation. Only applicable if offline mobile is enabled for the environment in the Admin Console.

These input components are configured to be editable or read-only based on the, The name that will be used when executing an interface. Therefore, Undo/Redo can only be used to undo/redo changes within the same mode. If a recommendation is not applicable to your use case, you can Dismiss (D) that individual recommendation for that interface. Toggle between design mode and expression mode (Ctrl+M for Windows and Mac), Add new rule input (Ctrl+I for Windows, Cmd+I for Mac), Test interface (Ctrl+Enter for Windows, Cmd+Enter for Mac). There are four categories of templates, (1) forms, (2) pages, (3) examples, and (4) builders. This opens the Interface Properties dialog, where you can modify the description, folder, and make the interface available for offline use. Users must have at least Viewer permissions to the data to view it within an interface. Developers with Viewer permissions to this object can duplicate it. Interfaces can be designed, visually by dragging and dropping components, or programmatically, by generating components via expressions. However, it is not advised to use these templates as a base that you edit to create your own interface.