Question
How do you configure a record action in Appian so that it is visible only to specific users?
For example, if a Senior Reviewer opens a record as Senior Reviewer, they should only see the 'Manage User' action. How can this be designed?
A
Anonymous
December 2, 2025
42
Answer
To control the visibility of record actions in Appian, we use record action security combined with group-based access control.
In this scenario, Senior Reviewers are part of a dedicated Appian group, for example: cons!MTS_SENIOR_REVIWER.
Inside your Record Type:
- Go to Record Actions.
- Select the “Manage User” action.
- Open the Security settings for that action.
- Set the Visibility condition using an expression rule such as:
a!isUserMemberOfGroup(
username: loggedInUser(),
groups: cons!MTS_SENIOR_REVIWER
)
How it works
- If the logged-in user is a member of the Senior Reviewer group, the expression returns true, and the Manage User action becomes visible.
- If not, the action is hidden completely.
JuniorSecurity#secenrio_based
Loading comments...