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Product typeBook
Published inApr 2022
PublisherPackt
ISBN-139781800205628
Edition1st Edition
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Stefan Helzle
Stefan Helzle
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Stefan Helzle

Stefan Helzle is a Manager at PricewaterhouseCoopers WPG GmbH, Germany. He has dedicated his career to low-code enterprise software development and is an Appian Certified Solution Architect and Appian Certified Lead Developer with sectoral expertise in Finance, Insurance, Healthcare, IT Services, and Pharmaceuticals. He has been working since 2009 as a Business Analyst, Appian Senior Developer, and Consultant Appian Solution Architect. Since 2015, Stefan has built a team of over 30 Appian Designers, conducted foundation training for almost 100 colleagues and clients, and mentored and coached all colleagues, and supported them in more than 30 projects. He has worked on Appian projects as diverse as re-insurance claims management and underwriting, a management suite for podiatry therapists, ITIL-based IT service management, procurement (request, approvals, tendering, supplier management), car financing and leasing processes end-to-end, document intake OCR and data extraction platform.
Read more about Stefan Helzle

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Managing documents in Quick Apps

While working on our improvement example, Plants in offices, you might get some brochures or offers from suppliers. Add them to the record, and you never need to search for documents anymore. That also includes colleagues who take over while you are on sick leave.

Click UPDATE RECORD, then click Attach New File to upload another document, as highlighted in the following screenshot:

Figure 2.11 – Update Improvement screen when adding a document

Figure 2.11 – Update Improvement screen when adding a document

A small downside is that you cannot modify documents directly and there are no document versions, so you need to download each file you want to modify and open it in the appropriate application. Before uploading it back to Appian, you might want to change the name to reflect the new version.

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Low-Code Application Development with Appian
Published in: Apr 2022Publisher: PacktISBN-13: 9781800205628

Author (1)

author image
Stefan Helzle

Stefan Helzle is a Manager at PricewaterhouseCoopers WPG GmbH, Germany. He has dedicated his career to low-code enterprise software development and is an Appian Certified Solution Architect and Appian Certified Lead Developer with sectoral expertise in Finance, Insurance, Healthcare, IT Services, and Pharmaceuticals. He has been working since 2009 as a Business Analyst, Appian Senior Developer, and Consultant Appian Solution Architect. Since 2015, Stefan has built a team of over 30 Appian Designers, conducted foundation training for almost 100 colleagues and clients, and mentored and coached all colleagues, and supported them in more than 30 projects. He has worked on Appian projects as diverse as re-insurance claims management and underwriting, a management suite for podiatry therapists, ITIL-based IT service management, procurement (request, approvals, tendering, supplier management), car financing and leasing processes end-to-end, document intake OCR and data extraction platform.
Read more about Stefan Helzle