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A customer wants to automate a workflow for completing customer service cases. The high-level workflow involves multiple rounds of recording investigation results, uploading related documents, sending communications, and approving. Activities may need to be done at any time or out of order.
Which recommendation best utilizes the strengths of Appian out-of-the-box features to address this use case?
Correct : D
A records-centric design is the best approach to address this use case in Appian. This design allows users to interact with data through a central record type, with related actions enabling them to perform tasks like uploading documents, sending communications, and approving cases at any time or out of order.
Records-Centric Design:
This approach centralizes all related data and actions around a specific record type.
Users can trigger related actions such as document uploads or approvals directly from the record, ensuring flexibility and a user-friendly interface.
Why Not Other Options?:
A and B. Reports and dashboards are useful for visualizing data but are not as flexible for handling the ad-hoc and out-of-order activities described.
C . A sequential workflow is too rigid for a process where tasks need to be done out of order.
References:
Appian Documentation on Records: Records in Appian
Appian Community Success Guide: Designing Record-Centric Applications
A records-centric approach leverages Appian's strengths, providing a flexible and intuitive solution for complex workflows.
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Which is an accurate statement about application security?
Correct : B
In Appian, every user who needs to interact with the platform, whether for development, administration, or accessing applications, must have an account. This is a fundamental security measure to ensure that only authorized users can interact with the system.
Appian Security Overview:
Each user account in Appian has specific permissions based on roles, ensuring that users can only access what they are authorized to.
This applies to all levels of interaction, from basic users to administrators and developers.
Why Not Other Options?:
A . Incorrect, as even basic users require accounts to access applications.
C and D . Incorrect, as they suggest that certain actions can be performed without an account, which is not the case.
References:
Appian Security Guide: User Management and Security
Ensuring that all users have accounts is a critical aspect of maintaining security and control within the Appian environment.
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Within the "initiate" phase, who is expected to lead and facilitate requirements gathering discussions?
Correct : D
During the 'initiate' phase of a project, the Appian Analyst is expected to lead and facilitate requirements gathering discussions. The Appian Analyst works closely with stakeholders to understand business needs and translate them into technical requirements that the development team can implement.
Role of Appian Analyst:
The Appian Analyst acts as a bridge between business stakeholders and the development team.
They are responsible for ensuring that the gathered requirements are clear, actionable, and aligned with the project goals.
Why Not Other Options?:
A . Scrum Master: Facilitates the Scrum process but does not lead requirements gathering.
B . Product Owner: Prioritizes the backlog but often relies on the Analyst for detailed requirements gathering.
C . Testers: Focus on verifying that the application meets the requirements but do not typically gather them.
References:
Appian Community Success Guide: Roles in Appian Projects
The Appian Analyst plays a crucial role in the successful initiation of a project by ensuring that the requirements are well understood and documented.
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You are part of a project team building an application for organizing and automating an approval process for purchase orders.
Each purchase order requires approvals from multiple users within the application, and these approvals are sequential (for example, User B receives an approval task after the completion of User A's approval task). Your team is responsible for showing the approval step of each purchase order on its purchase order record.
Which Appian interface component should you use to best display the completed, current, and future approval steps for each purchase order?
Correct : C
The Milestone Component in Appian is the best choice for displaying the completed, current, and future approval steps of each purchase order. This component visually represents the progression of a process with distinct milestones, making it ideal for sequential tasks like approvals. Each milestone can indicate whether the step is completed, active, or pending, providing a clear and intuitive view of the approval process for users. Reference: Appian Documentation - Milestone Component
Note: The Progress Bar Component (A) is more suited for linear progress representation rather than distinct stages. The Gauge Component (B) and Org Chart Component (D) are not appropriate for this type of sequential task display.
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As an Appian Analyst, which two activities are you responsible for during the "Initiate" phase of a project?
Correct : C, D
Define Personas (C): During the 'Initiate' phase, one of the key activities is defining personas. This involves identifying and detailing the different types of users who will interact with the application. Understanding these personas helps ensure that the application meets the needs of all user groups and informs the design and functionality of the system. Reference: Appian Documentation - User Personas
Plan a Requirement Gathering Approach (D): Planning the requirement gathering approach is another crucial activity in the 'Initiate' phase. This step involves determining how requirements will be collected, documented, and validated throughout the project. A well-defined approach ensures that all necessary information is captured early, setting a strong foundation for the development process. Reference: Appian Documentation - Requirements Gathering
Note: Building the deployment pipeline (A) and conducting sprint reviews (B) are activities typically associated with later phases in the project lifecycle, such as development and delivery.
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