Appian 24.1 Product Announcement Webinar

Summary

The Appian 24.1 product announcement webinar, led by Senior Vice President Malcolm Ross, introduced new features and enhancements to the Appian platform. The event highlighted the upcoming Appian World Conference in April 2024, featuring a developer day and a Live Build Challenge. James Lee, head of the product evangelism team, discussed evolving webinar formats for better engagement. Rachel Raider and Kevin Fon, product managers, presented on case management capabilities and total experience enhancements, respectively. Lewis Pry, another product manager, covered automation improvements, including robotic process automation and AI skills. Lisa Graham detailed data fabric enhancements, and Elizabeth Hall provided updates on beta programs. April Shel, Senior Product Evangelist, discussed community initiatives, including a new Community Edition experience and the Appian World Conference's developer-focused events. The webinar concluded with a look at the new one-stop shop for practitioner enablement on the Appian Community site.

Takeaways

• 📅 Appian World 2024 is scheduled for April 15th to 17th at the National Harbor venue in Washington DC.
• 🎓 Appian Developer Day will be a pre-conference event on April 15th, featuring interactive sessions and a live build challenge.
• 🚀 Appian 24.1 will be released on March 1st, with quarterly releases planned for May, August, and November.
• 💡 New low-code design capabilities include adding descriptions to rule inputs for better development context.
• 🌟 Case Management Studio has been introduced to allow rapid development of customized Case Management Solutions.
• 📈 Total Experience enhancements include a new sidebar layout for portals, rich text editor, and Google Maps components availability in portals.
• 🔍 Portal monitoring has been improved with an error count link for quick access to error details and monitoring across environments.
• 🏅 FedRAMP compliant portals are now available for GovCloud customers, aligning with high security standards for federal agencies.
• 🤖 Robotic Process Automation (RPA) integration is now more seamless with a new version of the execute robotic tasks smart service.
• 🧠 Generative AI applications are being highlighted, with the Prompt Builder AI skill allowing users to create and integrate AI models into processes.
• 🌐 Self-service analytics have been enhanced, providing more control over record types available for reporting and new chart design capabilities.

Q & A

What is the main topic of the webinar?

The main topic of the webinar is the Appian 24.1 product announcement, which includes new features and enhancements to the Appian platform.

Who is the senior vice president of product strategy at Appian?

Malcolm Ross is the senior vice president of product strategy at Appian.

What is the role of James Lee at Appian?

James Lee heads the product evangelism team at Appian, focusing on how people experience the Appian product in the market.

When is Appian World scheduled for in 2024?

Appian World is scheduled for April 15th to 17th, 2024.

What is the purpose of the new Case Management Studio introduced by Appian?

The Case Management Studio is designed to allow rapid development of customized Case Management Solutions with pre-built and configured applications and supporting objects.

What is the new feature added to the sidebar layout in both sites and portals?

The new feature added to the sidebar layout in both sites and portals is the ability to collapse the sidebar, allowing users to spotlight page contents when navigational context is not needed.

How has the process of creating service accounts been improved in this release?

The process of creating service accounts has been improved by allowing direct selection of groups to add the account to within the portal object, streamlining the workflow and reducing time and effort.

What is the significance of the new sync option for record data in Appian 24.1?

The new sync option allows users to target specific records that should be synced based on a field that signifies business change or growth, ensuring that the most recent data is always accessible.

What is the benefit of the new process execution engine in the beta program?

The new process execution engine provides elastic scalability for unattended processes, allowing it to accommodate varying workloads and spikes in demand without compromising performance or requiring downtime.

How has the Appian Community Edition experience been enhanced?

The Appian Community Edition experience has been enhanced with a new app that offers a more intuitive, intelligent, and collaborative process mining experience, and it is now easier to register due to single sign-on with the Appian Community.

What are some of the new capabilities introduced in the data fabric of Appian 24.1?

New capabilities in the data fabric include a new sync option for record data, improved process history tab for easier auditing, enhancements to the Right Record smart service, and a new query performance tab for monitoring query performance.

Outlines

00:00

🎉 Appian 24.1 Product Announcement Webinar Introduction

Malcolm Ross, Senior Vice President of Product Strategy, welcomes attendees to the Appian 24.1 product announcement webinar. He introduces James Lee, head of the product evangelism team, and discusses the evolution of webinar formats to better serve developers. They invite feedback on the format through a survey and announce Appian World 2024, scheduled for April 15-17 in Washington DC, with a focus on core product capabilities and a developer day featuring interactive sessions and a live build challenge event.

05:01

📅 Appian 24.1 Release Schedule and Low-Code Design Capabilities

Appian 24.1 is set to release on March 1st, with subsequent releases planned for May, August, and November. New low-code design capabilities include the ability to add descriptions to rule inputs, enhancing the development process. Rachel Raider, Senior Manager of Product Management, discusses case management solutions and introduces Case Management Studio, which streamlines case resolution with features like workflow visualization, dynamic tasks, and document management.

10:01

💡 Total Experience Offering Enhancements

Kevin Fon, Senior Product Manager, highlights improvements to the total experience offering, making it easier to build modern and insightful applications. Enhancements include a new sidebar layout for portals, expanded component plugins, compatibility with portals for query record by identifier, streamlined service account creation, and new design guidance for portal interfaces. Additionally, portal monitoring is improved, and FedRAMP compliant portals are now available for GovCloud customers.

15:02

🔍 Site and Component Interface Enhancements

Updates to site navigation and interface components are discussed, including a restyled user navigator menu, default profile photo updates, and new layout components like the pain layout and KPI component. Enhancements to multilingual experiences allow for easier testing and previewing of interfaces in different locales. Mobile improvements include automatic recovery of tasks, offline task completion, and improved signature behavior on mobile interfaces.

20:03

🤖 Automation Innovations with Robotic Process Automation

Lewis Prky, Senior Product Manager, introduces enhancements to automation capabilities, including seamless integration of robotic tasks into process models and an enhanced robot management dashboard. Robot Keys become the default authentication mechanism for increased security. The get table values low-code action is now part of the task recorder, and document extraction AI skill is improved for better data extraction from documents. Generative AI is introduced through the prompt Builder AI skill, demonstrated in an insurance claims automation use case.

25:04

✨ Data Fabric Enhancements and Sync Options

Lisa Graham, Senior Product Manager, discusses new data fabric enhancements, including a new sync option that targets specific records for syncing without exceeding the 4 million row limit. The process history tab is improved for easier auditing of record data changes. The right record smart service is updated to preserve input data and allow more flexibility in writing to base record types. A new query performance tab is introduced for monitoring query performance, and custom JDBC connected system objects are simplified with new database support.

30:05

🌟 Self-Service Analytics and Beta Program Updates

Elizabeth Hall, Senior Beta Program Manager, provides an update on the process mining experience beta program and the new process execution engine for unattended processes. Enterprise-grade capabilities are introduced, including Azure Active Directory authentication methods for SQL Server, simplified plugin deployment, multi-factor authentication, and third-party OAuth provider support. A new design object log is added for monitoring changes to objects, and database enhancements are announced for improved performance.

35:07

📚 Community Edition Experience and Developer Resources

April Shel, Senior Product Evangelist, unveils the new Appian Community Edition experience and recognizes top community discussion leaders. She discusses the results of the 2023 developer sentiment survey and highlights the growth of the Appian Market. New learning paths, training content, and YouTube channel content are announced to support developers. Upcoming live streams and the Appian World 2024 conference are previewed, with details on the developer day, community hub, and the Live Build Challenge.

40:09

📈 One-Stop Shop for Practitioner Enablement and Webinar Conclusion

April Shel introduces a one-stop shop for the latest releases, featuring a comprehensive resource center with feature highlights, training, and Q&A summaries. She encourages feedback through the webinar survey and thanks attendees for joining the Appian 24.1 product announcement webinar. The next product announcement webinar is teased for mid-May, covering the 24.2 product release.

Keywords

💡Appian 24.1

Appian 24.1 refers to the latest version of the Appian software platform, which is the focus of the product announcement webinar. This version includes new features and enhancements aimed at improving the user experience and capabilities of the platform. It is mentioned multiple times throughout the script as the central topic of the webinar.

💡Product Strategy

Product strategy involves the methodical planning and execution of actions that lead to the development, marketing, and selling of a product. In the context of the video, Malcolm Ross, the Senior Vice President of Product Strategy, discusses the evolution of the Appian product and future announcements, indicating the strategic direction of the company's offerings.

💡Case Management Studio

Case Management Studio is a suite of pre-built applications and supporting objects within the Appian platform designed to enable rapid development of customized Case Management Solutions. It is highlighted as an innovation during the webinar, showcasing how it empowers case workers and managers with tools like workflow visualization, dynamic tasks, and document management.

💡Total Experience

Total Experience is a term used to describe the comprehensive and engaging interactions users have with an application or platform. In the script, enhancements to the total experience offering in Appian 24.1 are discussed, emphasizing the creation of modern, insightful applications that engage users across different locales and devices.

💡Automation

Automation refers to the use of technology to create, modify, or execute processes with minimal human intervention. The webinar covers the latest innovations in Appian's automation capabilities, including robotic process automation and the integration of AI skills, which are designed to streamline and enhance efficiency in business processes.

💡Data Fabric

Data Fabric is a unified data management layer that allows for the integration, management, and consumption of data across different systems and applications. The script mentions enhancements to Appian's data fabric, emphasizing the importance of managing the growing volume of business data and providing specific instructions on syncing and querying data.

💡Self-Service Analytics

Self-Service Analytics is a business intelligence approach that empowers end users to create, manage, and share reports and analyses without the need for technical support. The webinar introduces new features in self-service analytics within Appian, allowing users to craft impactful views of data to drive better decisions.

💡Beta Programs

Beta Programs are initiatives where new software or features are tested by a select group of users before the official release. The script discusses ongoing beta programs at Appian, such as the process mining experience and a new process execution engine, which are designed to gather user feedback and improve the product.

💡Appian World

Appian World is the company's annual conference, which brings together users, developers, and partners to learn about the latest product developments, network, and share best practices. The script highlights the upcoming Appian World event, including the developer day and the Live Build Challenge, as key opportunities for community engagement and learning.

💡Developer Community

The Developer Community refers to the collective group of individuals who contribute to the development, support, and advancement of a software platform. In the context of the video, the Appian Developer Community is recognized for their contributions, such as answering questions and participating in surveys, which help shape the platform and its offerings.

💡Generative AI

Generative AI refers to artificial intelligence systems that can create new content, such as text, images, or code, based on existing data. The script discusses the integration of generative AI into Appian processes through the Prompt Builder AI skill, which allows users to automate tasks by generating responses from AI models, showcasing the potential for AI to enhance workflow efficiency.

Highlights

Appian 24.1 product announcement webinar introduced by Malcolm Ross, Senior Vice President of Product Strategy.

James Lee, head of the product evangelism team, will collaborate to deliver engaging content for developers in 2024.

Appian World scheduled for spring 2024, taking place at the National Harbor venue in Washington DC from April 15th to 17th.

Appian Developer Day will be a pre-conference day with interactive sessions for developers on April 15th.

Live Build Challenge event will be held at Appian World, offering a special team-based approach for participants.

Free certification exams will be available at Appian World, providing a great opportunity for professional development.

Appian 24.1 will release on March 1st, 2024, with quarterly releases planned for May, August, and November.

New low-code design capabilities allow adding descriptions to rule inputs for streamlined development processes.

Case Management Studio introduced to help customers develop customized Case Management Solutions quickly.

Total Experience enhancements include a new sidebar layout for portals and improved record query performance.

FedRAMP compliant portals are now available for GovCloud customers, aligning with the latest industry security standards.

Multilingual experience improvements allow for easier testing and previewing of interfaces in any Appian supported locale.

Mobile offering enhancements include automatic recovery of tasks and improved signature behavior on mobile interfaces.

Robotic Process Automation (RPA) enhancements allow seamless integration of robotic tasks into process models.

Prompt Builder AI skill introduced for generative AI, enabling users to create prompts for AI models to follow.

Data Fabric enhancements include new sync options and improved query performance monitoring.

Self-service analytics updates provide more control and flexibility for end users to create impactful data views.

Beta programs for process mining experience and a new process execution engine for unattended processes are currently in progress.

Enterprise-grade capabilities include Azure Active Directory authentication methods and simplified plugin deployment.

Appian Community Edition experience unveiled for hands-on experience with the Appian platform.

Appian World 2024 promises an expanded Developer Day, Community Hub, and an enhanced Live Build Challenge with a $30,000 cash prize.

Transcripts

welcome everyone you're at the appion

24.1 product announcement webinar my

name is Malcolm Ross senior vice

president of product strategy I'll be

walking you through today's content but

we have some special announcements to

start with before we get into the

content I'm really happy to have been

helping you as developers of the appion

software for 12 years now but we're

looking forward to evolving the appion

24.1 and future product announcement

webinar formats to better suit your

needs and give you more detailed

engaging content with that I'm happy to

involve James Lee who heads our product

evangelism team to help think about how

we can best deliver this content in 2024

and into the future James why don't you

introduce yourself to the audience here

thanks Malcolm excited to be here and

excited to be collaborating with you uh

on this product release uh so let me

talk a little bit about myself I've been

at appan for just about 5 years I joined

into our Cloud support team so got to

learn a lot about our platform and Cloud

architecture I then moved over into our

Marketing Group to help Drive Community

programs and grow our developer

community so to the developers on the

call really thankful to have you here as

well um and as Malcolm mentioned I've

recently headed up the newly formed

product evangelism team here at appion

really focusing on how people experience

the appion product in Market whether

it's presentations like this our

Keynotes at our conference event even

the very popular Live Build Challenge

that April shup on my team helps support

at our different Regional events so

overall really excited to be here and

really excited to be collaborating on

some of these latest and greatest

Innovations coming up of the happy and

product now today of course we're going

to be doing a traditional webinar format

where we go through the topics go

through all the feature details and

James along with our product management

team are going to help facilitate that

but we also want your feedback so if you

check out that link that we're going to

push through big marker right now it's

going to link to a survey that we really

appreciate your feedback on how we can

better evolve this we have better ideas

to maybe think about a Consolidated web

experience that gives you all this

information in one place activating more

YouTube live streams and other types of

formats that might be more engaging to

connect with other developers and of

course our product managers to go more

deeply and understand the appan products

set we so appreciate you taking the time

to fill out the survey really look

forward to your feedback but first of

course we're happy to announce that

appan world is going to be once again

scheduled for the spring of

2024 so mark that calendar on April 15th

to 17th we hope to see you in the

Washington DC this year at the National

Harbor venue to learn more check out

appan world.com or follow that big

marker link that we're going to pop up

to you right now and as a preview for

the agenda we have lots of great content

focused on the core capabilities of the

product we're going to keep this very

product centr interest this year so if

you're Appian practitioner developer you

don't want to miss out those sessions on

generative AI applications in your

solution around the latest capabilities

of app and data Fabric and of course the

larger automation capabilities of the

entire platform as well so really look

forward to seeing you there check out

the agenda there also at appn

world.com but for you specifically we

are going to be running the appen

developer day again so this going to be

the pre-conference day on April 15th

again this is going to be jam-packed

with more interactive sessions for

developers who want to go deep in

exploring the appm product and of course

we have lots of great activities James

also what do you have planned for appn

developer day yeah Malcolm we have a

great program coming for developer day

but uh one highlight that I think we'll

get to at the end of this webinar with

April shup is going to be our live build

challenge event so developers you're

going to get a lot out of attending the

conference this year just like every

year um so they make sure to stay tuned

for that for that portion at the end

yeah we don't want to miss the live Bill

Challenge and of course April Shel as he

said is going to cover all the details

about how to register and participate in

that live Bill challenge we have

actually I think a special teams

approach this year which is going to

allow even more people to get up on

stage and show their show their chops

right exactly everyone loves a good

tournament ladder match so we're looking

forward to the we're looking forward to

the present a this year for sure yeah

looking forward to see who Rises to the

challenge awesome and to continue on on

the developer Focus for appion World

we're really excited to bring back uh

the free certifications exams at appion

World this year this is something we did

last year that was very popular um it's

a $200 exam typically so this is a great

justification for your your bosses and

managers to send you to appion world and

get hands- on with all this great

content so if you are interested in

registering registration opens at the

end of February so be sure to look out

for that information

and you know register your interest to

do your certification at appion World

this year yeah that was a huge success

at the San Diego event we had last year

I think we had hundreds of people online

take or in person taking those free

certification exams and he said these

exams you know you definitely need to

study before you come in uh you want to

pass it but as well those are proctored

exams which do have that $200 cost so

this is again as you mentioned James a

great benefit to go to your manager and

say I really need to be an app in world

because it's included in the cost of the

ticket to the apan world event to take

that certification exam so I hope to see

you there couldn't agree more Malcolm

all right now getting into the release

content for today appion 24.1 will be

releasing next Friday March 1st and

again you can expect a quarterly release

Cadence from appan with the other

releases this year coming in May August

and

November so as we just mentioned appion

24.1 will be releasing March 1st which

is next Friday uh at that point you can

then schedule your Cloud environments

for upgrades to the latest version of

appen or for our self-managed customers

you can find a installer download

available within appan

form now to kick things off let's go

over some of our new low code design

capabilities firstly you can now add

descriptions to rule inputs whenever you

use the save selected expression as

option in the expression editor rule

input descriptions help help streamline

your development process by giving

fellow developers valuable context where

they need it now continuing from there

I'm excited to invite Rachel Raider

senior manager of product management to

share a bit more about some of the

Innovations we've been making to our

case management capabilities Rachel over

to

you hi everyone I'm Rachel Raider and

I'm here to talk about case

management to help customers develop

Case Management Solutions quickly appan

has created case management Studio

a suite of applications and supporting

objects that have been pre-built and

configured to allow rapid development of

customized Case Management Solutions

here we can see the first part of case

management studio called workspace

workspace is a site that empowers case

workers and managers to make informed

decisions with confidence by providing

everything they need to quickly and

efficiently resolve cases case workers

and managers have case records workflow

visualization Dynamic tasks and document

management right at their fingertips and

with including included email

notifications tracking reporting and

auditing your team has total visibility

into each case's status and progress

workspace also includes a public portal

module for case management use cases

that include unauthenticated

users next let's move on to Studio a

site where business users can configure

the functionality available in the

workspace in studio you start by

organizing case types into categories

according to your business needs this

hierarchy is automatically available

when case workers open new cases in

workspace or when end users open new

cases from the public

portal let's take a look at the

workplace safety case type in the

incident category here you can build out

your data fabric by adding fields that

are unique to the case type shared by

All Case types in the category or common

to all case types in the system each new

case type in the category or in the

system will have those common fields

already included which saves time and

enables robust reporting on those shared

Fields customize case workflows with

configurable tasks which can be created

edited rearranged and reused across

workflows once you've created a task you

can optionally add it to a task block

task blocks allow you to create flexible

reusable paths that can also be reused

across workflows so you don't have to

reconfigure the same series of tasks

over and

over to make it easy for case workers to

see how far along a case is you can

organize a case type's tasks into

Milestones while building out a case

typees workflow you can Branch into

multiple par tasks and bring multiple

flows back together into a single task

task block or a milestone according to

your business

needs one of the most important parts of

a workflow is the intake form that

people use to open a new case you can

design this form directly in studio

using a sleek and simplified version of

aion's classic Dragon drop the form

preview shows the actual step-by-step

wizard that users will see when they use

this form in workspace the editing

experience makes it easy to see all the

wizard Pages at once so you can can move

components around or even rearrange

Pages as needed forms built in studio

are real appion interfaces so if you

need even more customizations you can

always edit the forms in

designer finish configuring a case type

by choosing which Fields will appear on

the case summary in workspace drag and

drop fields to get them in your

preferred order and the summary

interface will automatically display a

readon version of that data

field this page is also where you can

figure the form that case workers use if

they need to edit an inflight case this

experience is similar to building the

intake form and if you've already built

your intake form you will be offered the

choice to copy that form as a starting

point for the edit

form this wraps up our segment on case

management

Studio thank you Rachel I can't wait to

see how people use these Innovative case

management capabilities to empower their

business

users next I'm going to pass it over to

Kevin Fon senior product manager at

appion to go over some of our latest

total experience capabilities Kevin over

to

you thanks James I'm excited to be back

today to talk about some of the great

enhancements we've made to our total

experience offering this release we've

made it easier than ever to build modern

and insightful applications that engage

your users no matter the local or device

I'm really excited about all of the

enhancements we have this quarter so

without further Ado let's take a look at

what you can look forward to this

release last release we delivered a new

sidebar lay out for sites to help you

create modern looking uis with Sleek

navigation options for your users this

release we've added the same sidebar

layout to portals providing you with

more flexible design options for your

portal styling and navigation we've also

enhanced the sidebar layout for both

sites and portals the sidebar is now

collapsible allowing your end users to

Spotlight page contents when they don't

need navigational context and best of

all no additional configurations are

necessary on upgrade collapsibility will

automatically be enabled on all sites

and portals that have a sidebar

configured additionally this release we

expanding what's possible in your

portals by allowing you to leverage some

of the most popular component plugins

starting this release the rich Tex

editor Google Maps and esri arcgis map

components can be used in Portals these

plugins bring modern functionality to

your portals and allow you to create

richer user

experiences this release aank query

record by identifier is now fully

compatible with portals this allows you

to query both unsynced and synced record

types in a portal so that you have the

records you need wherever you need them

not only that you'll notice faster

queries to your records when you use

Aang query record by identifier across

all of your

applications it's also now easier than

ever to create service accounts directly

from your portal object now when

creating a service account within the

portal object you can directly select

groups to add the account to this

streamline workflow eliminates the need

to navigate away from the portal object

reducing the time and effort involved in

assigning groups during portal

design as part of our ongoing efforts to

streamline portal development we're

introducing new design guidance for

portal interfaces and rules when you're

developing a rule or interface that's

used in a portal the new design guidance

tells you if you're using functions and

comp components that aren't supported in

Portals this results in a smoother

experience when creating portals

speeding up the development of your

application we've also made it easier to

monitor your portals no more sifting

through log files to understand why

users are seeing errors in your portal

just click an error count in the portal

monitoring tab to view the error details

for each portal and help you know

exactly where to look when

troubleshooting this enhancement to the

portal monitoring tab makes it easier

than ever to create and maintain portals

that are responsive reliable and

available to all of your users I'm now

going to show this in

action I'm starting this demo on the

monitoring page in appan designer on the

monitoring page there's a section for

portal monitoring this gives me a quick

glance into the status of all my portals

including how much traffic each portal

is seen their performance and whether

users are seeing errors new on this page

I can click the error count to view all

of the errors that users have run into

when using the portal allowing you to

quickly find and resolve issues before

more users run into them I also want to

highlight that from the same dashboard

you can also easily monitor portals on

all other connected environments you can

see here I can select another

environment in this case I select a test

environment once I select my environment

my grid is updated with all of my

portals in the test environment and I

can quickly see all of the errors that

happened there making them easier to

solve I'm also very excited to announce

that fedramp compliant portals are now

available to our govcloud customers fed

ramp certification is the gold standard

of security and risk assessment for

cloud Technologies and federal agencies

achieving fedramp certification makes

appium portals a trusted choice for

federal agencies we'll be ruling this

out to our existing fedramp customers

over the next few months if you would

like to be one of the first to enable

fedramp compliant portals in your

environment reach out to happy and

support

today we're also continuing to improve

your sit's user

experiences in particular we're bringing

you more control when linking to records

this release we've evolved a URL for

record with two new parameters Target

location and view these parameters allow

you to specify a specific record View

and site page to open the record Link in

and don't worry we've brought the same

changes to Aang record link and Aang

user record link ensuring that your

users will have have an intuitive and

seamless navigation experience whether

navigating from an external link or

internal

link we've also made a couple of updates

to the site navigation bar to improve

your end user experience we've restyled

the user and Navigator menu to give your

sites a more modern look we've also

updated the default profile photo in

Latin language locals to show you the

users's initials instead of the generic

profile icon when the user has not

uploaded an image and don't worry you

won't have to configure a thing these

updates are automatically applied when

you

upgrade in addition to these

enhancements to sites and portals we've

also added several new interface and

component enhancements we're adding a

new layout component the pain layout the

pain layout allows you to seamlessly

present complex information giving you

up to three independently scrollable

areas to display both content and

context this flexibility lets users

spend less time navigating between

separate interfaces PES to get the data

they need and empowers them to complete

their work more

naturally we're also introducing the new

kpi component that allows you to display

existing record data including changes

in a meaningful easily digestible way in

the best part there's a range of kpi

templates to choose from so that you can

customize it to fit your

needs in 23.3 appan introduced the

horizontal line component which lets you

create organized and appealing interface

that easily Orient your users now we're

giving you more control over the look

and feel of those horizontal lines style

these lines as dots dashes or solid to

boost the beauty and usability of your

interfaces you can now edit instructions

directly in the live view of an

interface in design mode just like you

can with field labels simply click into

existing instructions and edit the text

it's as easy as

that we've also added many new features

features that will make it easier than

ever to build multilingual experiences

for your end users this release you can

easily test and preview interfaces in

any app and supported local while you

develop right from the interface

designer now there's no need to switch

your user local setting just click the

drop down and select a local to preview

your interface

in this release we're also making

translation strings more powerful you

can now embed Dynamic values like

usernames dates and times into static

translation strings providing your users

with more information and higher quality

translations this powerful enhancement

opens up a wide range of design

possibilities for your multilingual

interfaces maintaining your translation

sets is now easier than ever with a new

filter to help you identify duplicate

translation strings within a translation

set you can filter for duplicates based

on the primary local to help you decide

when to create new strings or use

existing ones get insights into your

translation set and streamline your use

of existing translation strings

fast additionally translation strings

now import asynchronously so you can get

back to work on your application while

we update the translation set no waiting

around

necessary we've also made a few small

improvements to your translation

experience you can now sort translation

sets faster and easily compare

translation string versions across

environments take advantage too of

enhanced performance when generating

translation strings from an interface

and our increased limit of translation

strings per translation set from 1

12,000 to

5,000 these improvements will save you

time during development and deployment

as well as better the overall health and

performance of your localized

applications last but certainly not

least we've made several enhancements to

our mobile offering this quarter users

can now automatically recover tasks when

they are closed unexpectedly

safeguarding user entered data and

minimizing the risk of data loss

when a user reopens a task that was

unexpectedly closed we will now prompt

them to continue where they left off or

start the task over users can complete

offline tasks with confidence knowing

their data will be persisted we've also

added a new retry button to the pendan

form list that users can tap to manually

retry form submissions that were

unsuccessful this improves the offline

mobile experience by giving users more

control allowing them to recover

unsuccessful submissions on their own

and finally we've improved the behavior

of signatures on mobile interfaces now

when mobile users sign their name using

the signature component app and mobile

now displays a preview of the signature

when you use print to PDF on app and

mobile these signatures will now appear

on the printed form as well as you can

see it's been an exciting release for

our total experience offering and I hope

you are as excited as I am about some of

these new offerings I'll now pass it

over to James to kick off our next

section thank you Kevin it looks like

it's going to be easier than ever to

build delightful experiences for all

users next I'm going to pass it over to

Lewis prky senior product manager at

appion to go over some of our latest

Innovations with automation Lewis over

to

you thanks James I'm thrilled to be here

today to introduce all of the incredible

enhancements to our automation

capabilities starting with robotic

process automation you can now

seamlessly integrate robotic tasks into

your process models a new version of the

execute robotic tasks smart service lets

you configure robotic tasks directly

into the process node eliminating the

need for connected systems or

integration rules this makes it so much

faster and easier to use RPA in your

processes we've also made it easier to

oversee and adjust your robot Workforce

through an enhanced robot management

dashboard in the operations console this

dashboard is designed with it operation

managers and efficiency in mind allowing

you to quickly assess the health of your

robots and robotic tasks and even take

action as needed for instance you could

restart or disable robots that are

erroring and even reroute robotic tasks

to different robots to ensure that the

work gets completed on time we're

aligning appion RPA with the latest

industry security standards by

automatically pre-signing all agents to

do this we've made Robot Keys the

default authentication mechanism for

Windows Mac and Linux

robots not only does this make your

robot Workforce more secure but it gives

you the flexibility to automate the

setup of your robots and thereby scale

your Workforce more

efficiently the get table values low

code action is now part of the task

recorder making it easier than ever to

quickly extract data from HTML tables

use the task recorder to extract the

data you need from an entire table and

save it directly to a robotic task

variable eliminating the need for manual

entry and intricate

coding we've enhanced the document

extraction an AI skill to more

accurately extract data from tables and

checkboxes this update improves your

ability to extract structured data from

a variety of document formats for

example you'll see much better

extraction accuracy for tables in scan

docs tables with complex or multi-line

rows and hand filled

checkboxes please reach out to your

account executive to submit an

automation Kickstart assessment for IDP

if you are interested in gaining access

to this

feature we've made it easier to continue

training a document extraction AI skill

now you can start training a new model

based on a Model you've trained

previously your new model has the same

sample documents fields and labels you

added before saving you time with this

jump start you can go on to add and

remove documents fields and labels to

train the new model this release we're

empowering you to use generative AI

anywhere in your processes through the

prompt Builder AI skill simply create a

prompt Builder AI skill and describe

what you want the model to do you can

provide example inputs and outputs such

as a claim and a map of pii so the model

knows your requirements then you can

test the AI model directly within the

skill to save valuable development time

and feel confident the AI model performs

as expected when you're ready to start

using the prompt add the execute prompt

smart service to your process your

prompt and input text are then sent to a

private generative AI model use the AI

model outputs however you use data in

your appion processes to display

information make decisions write to the

database and

more now that you've heard about the

power of the prompt Builder I'll show it

in action in the context of an insurance

claims automation use case let's Dive

Right In Here we have an existing

application that manages the processing

of incoming claims for this use case

we'll configure a prompt Builder skill

that will automatically extract

important data points from incoming

claims emails so so that they can be

written to a record before the claim is

routed to the proper team first we'll

configure our AI skill we'll select the

prompt Builder as the skill type provide

a name and configure the object security

now we'll configure the object we'll

start by writing our prompt which is

where we provide instructions about the

task we'd like the underlying generative

AI model to accomplish we'll tell the

model that its job is to extract

information from incoming claims emails

and return the results in Json format

next we'll configure the temperature of

the model which is an indicator of how

random or creative the response is

likely to be because we just want the

model to return a list of entities

contained in the email we'll choose a

low value then we'll provide an example

of a previously processed cling email

and the correct answer for the Json

response providing examples helps

reinforce to the model what input you'll

provide to it and what you expect in

response now that we have configured our

skill we can easily test it directly

within the designer to see how it is

working on additional examples here I'll

paste in another claim email and click

test we can see that within seconds the

model responds with a list containing

all of the important information in the

claim in Json

format I'm happy with how the skill is

performing its task so now it's time for

me to integrate it into my claim

management business process I'll open up

the relevant process model which we can

see has been configured to just an email

write claims data and then rra the claim

to call the prompt Builder we just

configured we'll simply drag out the

execute prompt smart

service in the setup tab we'll select

the prompt Builder AI skill we created

in the first step then we'll navigate to

the data tab for the smart service input

we'll provide a process variable

containing the body of the incoming

claim for the smart service output will

store the response from the model which

will contain the extracted claim data

which can then be written to the record

and that's it within a couple of minutes

we were able to leverage aion's private

generative AI to automate what was

previously a manual and timec consuming

process I hope that this demo was

helpful for you to visualize how simple

it is to incorporate generative AI into

your workflows we can't wait to see what

you build with these new app and

automation

capabilities if you're interested in

learning more please click the link in

the popup to complete our generative AI

interest form now I'm going to turn it

back over to James so can learn more

about the other great features coming to

the platform with this

release wow thank you leis the promp

Builder AI skill looks ready to deliver

compelling value and I've been so

excited to get Hands-On with it myself

for anyone else interested please do be

sure to complete that generative AI

interest survey that Lewis had shared

earlier next I'm going to pass it over

to Lisa Graham senior product manager

level two here at appion to share about

some of our latest capabilities with our

data fabric Lisa over to you

thanks for the intro James hello

everyone my name is Lisa Graham this

release we've made a diverse set of

enhancements for you demonstrating our

continued commitment and investment

across many areas of our data fabric

with that in mind let's dive in we know

that as your business grows the volume

of your business data does too but have

you ever found yourself wishing you

could provide more specific instruction

on which attribute of your record data

actually represents the change or growth

of your business so that when a sync is

performed you are always getting the

records of data that you want well wish

no more because we're introducing a new

sync option that lets you target which

record should be synced while never

exceeding the current 4 million row

limit once you've enabled this setting

simply select a field that signifies

your business change or growth like L

modified or create a date then whenever

a full sync occurs appion will only sync

the last 4 million rows based on that

criteria so you and your users always

have access to the most recent data

based on your

definition identifying change data

within your record variables just became

clearer any time you test an expression

interact with an interface or examine a

process instance the changes to your

record data are easy to spot in bonus

this feature also works to highlight

data that has changed as a result of the

right record smart

service speaking of making change data

pop in the process modeler we've

improved the look and feel of the

process history tab so you can more

easily audit updates to record data

including field level changes you can

quickly view a formatted list of your

processed data at a glance or expand the

view to see the full details of any

variable with formatted process history

data you can easily read your process

data troubleshoot potential issues and

ensure the proper functioning of your

automations before I get to our next

round of updates let's look at these

last two updates in action I'm beginning

with testing out an interface by

completing certain fields and as I do so

notice the icon changing in the list on

the right making it easy for me to

ensure that my data is changing when I

expect it

to similarly if I look at the details of

a process I can see all the data that

was changed as a result of the process

running including related record

data I can also see changes made as a

result of the right record smart

service I can see how the IDS are

returned along with all the input data

making verifying or troubleshooting your

processes fast and easy writing data is

an essential part of application

development so we've enhanced and

streamlined the right record smart

service experience based on your

feedback

the output now preserves all of your

input data so that you can keep using it

in your process without reiring your

record types just replace your existing

nodes with a new right records node and

you're ready to go but the benefits

don't stop there you can use the right

record smart service in more scenarios

where the database configuration can't

be modified specifically any Source

field not just foreign keys can be not

nullable and now you can write to a base

record type even when relateded record

types are set to not allow rights the

smart service will just skip over

anything that can't be written this

empowers you to build faster and

provides you with more options to manage

your

data now we may not want to admit it but

I'm sure we've all been the author of or

even the victim of a slow query

troubleshooting slow queries can

sometimes be like a rabbit hole it's

timec consuming and sometimes

unrewarding however this release that is

all about about to change because we are

introducing a new query performance tab

within the monitoring section where you

can see how and where data is being

queried throughout your

applications at a glance you'll see when

a record query occurred how long it took

and the user involved and even which

interface rule or component was used to

run the query amazing right with this

centralized view of query details you

can more easily understand and optimize

your record queries hopefully giving you

some much needed time back and overall

speeding up the experience for your end

users okay let me see if I can tackle

this tongue twister creating custom jdbc

connected system objects has been

simplified now after your jdbc driver is

successfully deployed a system specific

jdbc connected system template appears

in the created connected system pick

list dialogue nailed it this allows you

to quickly locate and connect to to your

desired Source system with fewer clicks

we're also excited to add two new

supported databases postgress SQL 15 and

SQL Server

2022 these databases are supported as

both appan data sources and business

data sources Additionally the default

jdbc driver for postgress SQL has been

upgraded from version 42.4 to

42.7 as always appan continues to find

new ways to keep your data fabric fresh

and up

toate next up is self-service analytics

self-service analytics exposes the power

of your carefully woven data fabric with

end users so they too can craft

impactful views of data to drive better

decisions let's start with a new feature

within the record type designer that

gives you more control over which record

types are available to use in

self-service

analytics from within any record type

select the workspaces menu item on the

left

now if you've been with appium prior to

this release this menu option used to be

called Tempo one of our other end user

workspaces under the new self-service

analytics section you can specify if a

record type should or should not be

available in self-service analytics to

help you get started by default any

record type already available in Tempo

will also be available in self-service

analytics while any new record type that

you create will default to not show in

self-service analytics so that you can

decide if and when it makes sense for

users to have this record type for

reporting purposes lastly if you select

a record type to be shown in Self

Service analytics it will show as a data

set in the data catalog as well as any

related record type within other data

sets again as a reminder all record

types in self-service analytics

automatically enforce your record type

security and record level security

ensuring that users are accessing only

the data permission to them with this

layer of security you can be confident

that your data is always secure no

matter where it's viewed now let's take

a look at some new features within

self-service

analytics when it comes to building

reports end users want flexibility and

control to Define what they need when

they need it in our preview release end

users got a taste for how to leverage

chart designs using one or two Fields

now users can layer in more Fields into

their bar column area and line charts to

show more comp comp Lex views of their

data in addition we've added several

more configuration options users can

select how they want their data to stack

up or in the case of a pie chart what

style they prefer users can also

customize the color scheme of their

reports to complement their company's

branding or presentation theme charts

can be paired with the grid of data

below it to allow for more interactive

configuration changes or to give users

greater visibility into into the report

data users can also choose to give

report viewers the ability to download

the chart image or export the

unaggregated grid of data once they

finish building out their report users

can name their report add an optional

description and save the report for

future

exploration creators can easily switch

to view mode to see what their report

will look like to other users viewing

their

report all saved reports are easily

accessible from a new report library

page that highlights recently opened

reports as well as reports that you've

created or that have been shared with

you from the library users can open

reports in a new tab duplicate reports

and most importantly share your reports

with other users allowing you to spread

the value of the report you

created well that's all for me this time

around I hope you enjoyed learning about

all the new data fabric features back to

you James Thank you Lisa I was so

excited to see self-service analytics

unveiled in our 23.4 release and it

looks like it's only gotten better I

can't wait for users to get handson with

it next I'm going to hand it over to

Elizabeth Hall senior beta program

manager at Aion to talk through some of

the latest updates on our beta programs

Liz over to

you hi everyone my name is Elizabeth

Hall and I'm appan senior beta program

manager I'll be giving a quick update on

our in progress beta

programs back in July we launched a beta

program for a new intuitive intelligent

and collaborative process mining

experience since then over 30 customers

and partners across several industry

verticals have used process HQ to

uncover process bottlenecks and discover

valuable insights beta program

participants have uncovered a combined

total of over 700,000 days of cycle time

delays enabling them to make data driven

decisions and improve their appi and

processes process HQ leverages data

Fabric and record events we encourage

you to use these platform capabilities

When developing applications so that you

can easily M process insights once

process HQ is generally available if you

would like to learn more about process

HQ you can click the button on the

screen and we'll reach out with more

information in the coming

weeks additionally we're working on a

new process execution engine that

provides elastic scalability for

unattended processes this means the

engine can seamlessly accommodate

varying work loads and spikes in demand

without compromising performance or

requiring downtime our beta program

began earlier this month which allows

select customers and partners the

opportunity to use and provide feedback

on this new

architecture if you have a specific use

case in mind that involves the execution

of unattended automation process models

at a high volume we'd love to hear from

you you can click the link to the form

in the popup to provide details about

your use case the product team will

reach out to you if your use case is a

good fit for the beta program now back

to you James thank you Liz for the

updates attendees of the webinar please

be sure to use the interest form shared

to register your interest for these beta

programs continuing on from there let's

go over some of the latest Enterprise

grade capabilities in this

release starting things off this release

you can now use Azure active directory

password and service principal

authentication methods for connecting to

SQL Server simply add an authentication

connection property to your connection

URL and specify your preferred

method appion has also made it easier to

deploy plugins appion cloud and

self-managing customers can now upload

and deploy plugins directly from the

admin console removing the need to copy

the jar file to the appion file system

appion Cloud customers are still

required to receive approval for private

plugins according to the cloud

deployment guidelines before uploading

aion's native authentication just got an

added layer of security as well you can

now enable multiactor authentication

which will email users a verification

code to complete the login process after

they've entered their usernames and

passwords with 24.1 we're also

introducing the ability to call app and

web apis using access tokens issued by

third-party ooth providers each ooth 2.0

client that you configure in the admin

console is tied to a service account

making this feature ideal for use with

the client credentials Grant this new

method allows you to manage your

credentials in a centralized location

giving you more control over how your

web apis are

authenticated we're also excited to

introduce a new design object log that

allows you to quickly monitor changes to

your objects from one place the design

object CSV log is supported by appan

Cloud log streaming as well so you can

see who made changes to your design

objects and when in real

time to improve overall database health

and performance the appan cloud database

will now require a primary key on any

Maria DB tables created in new sites

we're working behind the scenes and

continuing our mission to provide you

with the most reliable performant Cloud

database to your

applications we will also be upgrading

all Maria DB databases to version

10.66 in another update the

international components for Unicode or

IQ library has been upgraded to the

latest version

74.1 this update will allow you to stay

current on localization changes such as

time zones date formats currency changes

and

others and lastly Zurich and u UAE will

be new appion Cloud regions supporting

High availability at the end of March

with these new regions appion will cover

24 regions globally with 72 availability

zones and with that I'm going to hand it

over to April Shel senior product

evangelist to go over some updates about

Community April over to

you thank you James April schel here

your number one developer Advocate I

have a lot that I want to cover today so

let's jump right into it starting with

something special we've been working on

for you we're excited to unveil a new

appan Community Edition experience app

and Community Edition is the Premier way

for members of our community to get

handson with the Appian platform all

community members are welcome to join

our beta SSO with Appian community means

that registration is a breeze if you

needed any more incentive to register

the beta is running on appion 4.1 EA so

come get handson with so many of the

amazing new features you learned about

in the webinar today check it out and

let us know what you think next up I'd

like to recognize our top Community

discussion leaders you have questions

and these folks have answers I'd like to

give a big thank you to Stefan Mike

Matthew sanchit haret AB condo Pete

Stewart and Dave for helping to make

sure the thousands of questions that

were asked by developers in 202 three

were answered they are a big part in our

outstanding 95 plus% response rate on

app and Community discussion questions

now there's many ways that appi and

developers contribute to this community

and that includes helping us learn more

about you with surveys thanks to

everyone who took the time to complete

the 2023 developer sentiment survey did

you know that 90% of developers feel

that becoming proficient and appion has

positively impacted their job prospects

90 90% of developers enjoy working with

the appion platform and 85% of

developers say that aion's comprehensive

training options were instrumental to

their success the complete results are

available on community share them on

social to help Inspire more people to

build great careers as appan developers

Switching gears let's talk about some

app market

highlights 2023 was a huge year both in

terms of overall app market growth and

app market engagement we've increased

our number of total list listings by

71.5% regularly checking the app market

is sure to spark your creativity and

help you in your projects and in the

year of Genai we've added 20 plus

plugins and utilities and that number

continues to grow whether you want to

leverage open AI Claud or coher in your

appan applications or take advantage of

gen tools for data generation document

summarization email generation entity

extraction or another use case well

we've probably got something for you and

while the App Market has a ton to offer

don't forget about appion out ofthe boox

AI capabilities that you've heard about

in the webinar today the prod

announcement webinar is a great place

for a highlevel overview of what's new

if you're looking to get more in depth

we provide training content in a variety

of forms we're excited to announce a new

learning path that introduces the

features of case management Studio

describes its modular design approach

and provides tips on how to leverage

this capability for your own use case

every quarter we update our online

training content to help you dig deeper

into features covered in our release

webinars as a reminder completing the

release showcase helps you stay up

to-date with the latest features and

maintain that appan

certification along with Academy online

courses we offer a lot of great content

on the appan community YouTube channel

the YouTube channel is democratizing

learning for practitioners and it's

growing exponentially we had a

substantial incre increase in

subscribers almost a quarter of a

million views in 2023 and over 100

diverse pieces of content ranging from

quick tutorials to live stream

discussions to Live Build Challenge

watch parties we have even more planned

for you in 2024 so make sure you

subscribe and turn on notifications so

you never miss an update our next live

stream will be a Hands-On walkthrough of

some of the 24.1 release highlights I'll

be joined by app and product manager

Pete Lewis and Macedon Technologies

principal consultant Nicole Walter Pete

will share insights on product strategy

while Nicole will give us a lead

developers perspective on the impact of

adopting new features tune in to see

appion 24.1 in action and ask the

experts your questions we've had the

opportunity to introduce you to a lot of

experts through our community live

streams I just wanted to take a second

to give them a big thank you for all the

folks on this slide who've joined at

least one of the live streams that we

had in 2023

we've had apiant experts across product

Management Solutions Consulting customer

success product evangelism and product

and Technology strategy we've also had

some special external guests Stefan Mike

Matt and Dan we look forward to bringing

you more live streams that give you a

chance to learn from experts hear

diverse perspectives and connect with

the community while asking questions in

real time live streams provide a great

virtual way to connect with other Appian

Developers but there is nothing quite

like getting together in person appan is

turning 25 this year and with it we're

bringing you the biggest and best appan

world yet here are some of the amazing

Community focused experiences we have in

store for you we're kicking off the

conference with a full day experience

that's built just for appion developers

devday registration will open up on

February 27th and it's free with your

appion world 2024 registration this

experience will include a developer

Centric keynote Hands-On Labs

presentations from your peers and unique

opportunities to get certified and

provide feedback along with our expanded

Dev day we're bringing back our

community Hub the community Hub will be

open throughout the conference on

Tuesday and Wednesday it's a drop by

practitioner lounge with staffed booths

for you to engage with live product and

solution demos community and learning

resources and your fellow appion

enthusiast last year we really leaned

into the arcade theme with neon signs

and classic arcade games like NBA Jam

and Miss Pac-Man I don't want to spoil

what we have in store for you this year

but I promise you won't want to miss it

and last but not

least every year the Live Build

Challenge has grown bigger and better

and this year is no exception we're

bringing a new format which will allow

for more developers to participate while

building more robust apps with all of

our product capabilities ities teams

will earn points throughout the

conference through many challenges and

these many challenges will be building

out the foundation of their applications

the two teams who earn the most points

during the mini challenges will then

face off on stage building on their work

along with eternal glory the winning

team will take home a $30,000 cash prize

I cannot wait to show you what we have

in store all right I think it's time I

wrap up just have a one more slide here

I know it can be hard to keep up with

everything we're bringing you each

quarter which is why we are creating a

One-Stop shop to enable you on the

latest releases prior to this quarter

you could use Community to register for

the release webinar and then view the

recording after but we've given this

space a big upgrade it's now a One-Stop

shop for practitioner enablement with

feature highlights release Focus

Community YouTube channel content like

our upcoming appion 24.1 release

highlights live stream resources like

release notes release showcase training

needed to maintain your certification

summarized Q&A from these live streams

and a pdf version of the product

announcement webinar deck additionally

we've provided a space to ask questions

about this release remember you can

access the product announcement webinars

from the community homepage let us know

through the webinar survey what you

think of the new enablement area and any

ideas you have to make it better

all right back to you James to close us

out thanks April thank you to all of you

for attending the 24.1 appion product

announcement webinar we're really

excited to see you all at our appan

World Conference later in April of this

year including the developer day

conference you've heard so much about

and for everyone else you can also tune

in again for our next product

announcement webinar which you can

expect in miday of this year for our

24.2

product release thank you all really

appreciate your

time