What is the primary way to manage data in Appian?

Records are the primary way to manage data in Appian. They provide a structured view of data that can represent various entities used within the application, such as tasks, projects, or customers. Records compile information from multiple sources, including Appian's database and external systems, allowing users to see, navigate, and interact with relevant data in one place.

The records approach is particularly advantageous because it supports features like aggregation, filtering, and sorting of data, making it easier for users to find what they need and make informed decisions. It also enables the creation of dashboards and reports, giving insights into the organizational data at a glance.

In contrast, groups are primarily used for managing user permissions and collaboration, documents serve as files or attachments linked to various records or processes, and web APIs facilitate integration and communication between different systems rather than managing data directly within Appian.