What are 'Related Actions' in Appian?

Related Actions in Appian are a powerful feature that allows users to perform tasks that are connected and contextually relevant to a specific object or record. These actions enhance user experience by providing a streamlined way to interact with different functionalities related to the chosen object, all within the same interface.

When a user selects a particular record, they can see various related actions that pertain to that specific record. For example, if a user is viewing a customer record, related actions might include options to update customer details, view transaction history, or initiate a service request. This context-driven approach improves efficiency, as users can accomplish various tasks without navigating away from the record they are currently working on.

The other options do not accurately represent the purpose of Related Actions. Actions that allow users to perform unrelated tasks do not provide the context needed for a cohesive user interaction. Likewise, actions that focus solely on data analytics do not encompass the broader scope of related functionalities tied to specific records. Lastly, user permission management is certainly important but falls outside the definition of Related Actions, which are focused on task execution rather than access control.