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Which three use cases are best suited for implementation with Appian?

  1. A use case that requires integrations with different systems
  2. A use case that can be developed and run offline only
  3. A use case that requires multiple approval workflows
  4. A use case that requires the editing of documents without third-party integration
  5. A use case that requires reporting and displaying graphs

Answer(s): A,C,E

Explanation:

A use case that requires integrations with different systems (A): Appian is designed to integrate seamlessly with various external systems, making it suitable for use cases that involve data exchange or communication between multiple systems. This capability allows for the creation of comprehensive and connected business processes within a single platform.


Reference:

Appian Integration Capabilities

A use case that requires multiple approval workflows (C): Appian excels in automating and managing complex business workflows, including those that require multiple layers of approval. Its workflow engine supports the orchestration of tasks, ensuring that the right people are involved in the process at the right time.


Appian Workflow Automation

A use case that requires reporting and displaying graphs (E): Appian provides robust reporting and analytics capabilities, allowing users to create detailed reports and visualizations. This makes it an ideal choice for use cases where data needs to be reported and visualized effectively.


Appian Reporting and Analytics



Which Appian object's primary purpose is to define the structure of related data for use in a process model?

  1. Custom Data Type (CDT)
  2. Record
  3. Constant
  4. Expression Rule

Answer(s): A

Explanation:

A Custom Data Type (CDT) in Appian is primarily used to define the structure of related data. It represents a structured data type composed of multiple fields, and it is often used in process models to define the shape of data that will be passed between different activities or stored in the database.

Custom Data Type (CDT) Overview:

CDTs allow developers to define a complex data structure that can include various data types, such as text, numbers, dates, and even nested CDTs.

They are essential for passing structured data within a process model and between Appian applications and external systems.

Why Not Other Options?:

B . Record: Used to represent a view of data from an external or internal source, focusing on displaying and interacting with that data rather than defining its structure.

C . Constant: Stores a fixed value that can be used throughout the application, but it does not define complex data structures.

D . Expression Rule: Encapsulates logic and calculations but does not define data structures.


Reference:

Appian Documentation on Custom Data Types: Custom Data Types (CDT)

Using CDTs ensures that the data used within process models is structured and consistent, enabling robust data handling across the application.



A team of employees manages invoice processing and payments for their organization.

Each day, the team receives invoices via email. The team reviews the invoices, sends payments, and logs the payments manually in a shared spreadsheet.

Where is the best opportunity for automation in this manual process?

  1. Leverage Robotic Process Automation (RPA) to help the employees send thank you messages to the originating organizations as soon as the invoices are received
  2. Create a process that sends the team a task to input the information upon receipt of the initial invoice
  3. Create a macro that reduces the number of clicks required to enter payment information, and embed the macro into the shared spreadsheet
  4. Leverage Optical Character Recognition and workflow tools to intake and review the invoices for accuracy upon receipt, then process payments or prompt employees to research

Answer(s): D

Explanation:

The best opportunity for automation in the manual process described is to leverage Optical Character Recognition (OCR) and workflow tools. OCR can automatically extract data from the invoices received via email, and the workflow tools can automate the review process, checking the data for accuracy, processing payments, and prompting employees only when exceptions are found.

OCR and Workflow Tools Overview:

OCR technology converts the text in scanned documents or images into machine-readable data, which can be automatically processed.

Workflow tools in Appian can then route the extracted data through a series of steps, automating tasks like data entry, validation, and payment processing.

Automating these steps reduces manual effort, minimizes errors, and ensures that invoices are processed more efficiently.

Why Not Other Options?:

A . Robotic Process Automation (RPA) for thank you messages: This is a less critical part of the process and does not significantly reduce manual work.

B . Creating a task for manual input: This still involves manual data entry, which does not fully utilize automation potential.

C . Macro in the shared spreadsheet: This provides minimal automation and doesn't address the root of the problem, which is manual data entry.


Reference:

Appian Documentation on OCR Integration: OCR in Appian Appian Workflow Automation Guide: Automating Processes in Appian

By using OCR and workflow tools, the organization can significantly reduce manual processing time and increase the accuracy of invoice handling.



You need to invoke Appian interfaces from an existing web portal.

What is the preferred solution approach?

  1. Implement an Appian Site
  2. Implement an embedded interface approach
  3. Implement a custom UI instead of the Appian UI
  4. Implement a headless solution approach

Answer(s): B

Explanation:

The preferred solution for invoking Appian interfaces from an existing web portal is to implement an embedded interface approach. Appian provides the ability to embed interfaces (such as forms or dashboards) within other web applications, allowing seamless integration and interaction with Appian functionality from within an existing portal.

Embedded Interface Approach Overview:

Appian interfaces can be embedded in other web applications using iframe technology or JavaScript, allowing users to interact with Appian processes without leaving the existing portal.

This approach is ideal when the goal is to provide Appian functionality within a different user interface while maintaining the user experience of the existing portal.

Why Not Other Options?:

A . Appian Site: While Appian Sites provide a customized user interface within Appian, they do not integrate with external portals.

C . Custom UI instead of Appian UI: Creating a custom UI bypasses the built-in capabilities of Appian, leading to increased development effort and complexity.

D . Headless solution: A headless approach typically involves using Appian as a backend service without a user interface, which is not suitable for this requirement.


Reference:

Appian Documentation on Embedded Interfaces: Embedding Appian Interfaces

Embedding Appian interfaces ensures a smooth integration of Appian capabilities within the existing web portal, enhancing user experience without disrupting the current workflow.






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