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putlurus9219
Known Participant
Apr 25, 2023 3:08 PM UTC
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how can I prepopulate the fields of current task with previous completed task details

how can I prepopulate the fields of current task with previous completed task details?

    mikes0011
    mikes0011Answer
    Brainy
    Apr 25, 2023 4:24 PM UTC
    My requirement is how can I prepopulate the form details of previously completed tasks in the current task.

    My assumption is that "the current task" is a subsequent task in the same process instance as the "previously completed task".  Assuming this is true, then what I said above, and what Romulo demonstrated in their series of screenshots above, is applicable to your case.  That is, the earlier task(s) will need to be configured to save their data / changes into the Process PV(s), and then subsequent task(s) will need to be configured to pass any necessary value(s) into their Task Forms.

    The necessary configuration for this is of a fairly basic level in terms of learning Appian development, so I'd recommend you complete the Appian-supplied training course(s) on Process Model design as these concepts should be covered there.  Have you explored any of the available online courses yet?

    The Expression Guru
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    26 replies

    romulor0001
    romulor0001
    Participating Frequently
    Apr 25, 2023 3:12 PM UTC

    Hi [mention:2e70db6187af4fffafc92daf9f335d79:e9ed411860ed4f2ba0265705b8793d05],

    To accomplish that, you have to pass the variable as reference between both tasks (within the process). Then, In Form 2 (Task Nº 2), use the ri! variables to set the values of the fields you want to populate.

    Dont forget to use activity classes and process variables correctly in order to obtain the desired result. Here is an example:


    Task 1 Interface



    Hope it helps,

    Rómulo

    putlurus9219Author
    Known Participant
    Apr 25, 2023 3:58 PM UTC

    Thank you for the reply  , need some clarification that with the above one can I populate the details in the same form 

    romulor0001
    romulor0001
    Participating Frequently
    Apr 25, 2023 8:44 PM UTC

    Hi [mention:2e70db6187af4fffafc92daf9f335d79:e9ed411860ed4f2ba0265705b8793d05],

    Yes, but please bear in mind the following:

    -Diferrent Processes: After see your last comment to Mike, and assuming that you have data store/database already configured, I may say that what you really want is populate a form with data which was previously stored (different process). So when a user instance a new task from a new process you want to display that data if exist (Name, Age, Country, Mail).

    To achieve this, you have to create a way to retrieve that data in a local variable when it loads the interface. For instance you can use a expression rule to retrieve that data:



    To know how to create a query entity rule, visit this page: https://docs.appian.com/suite/help/23.1/fnc_system_a_queryentity.html


    -Same Process: If the case is different tasks in the same process, you have to follow my first comment.

    Let us know if you made it :) ,

    Rómulo

      stefanhelzle0001
      stefanhelzle0001
      Brainy
      Apr 25, 2023 3:26 PM UTC

      This page in the documentation might help you.

      docs.appian.com/.../Working_with_Data_in_Process.html

      putlurus9219Author
      Known Participant
      Apr 25, 2023 3:59 PM UTC

      Thank you for the reply I will check this

      mikes0011
      mikes0011
      Brainy
      Apr 25, 2023 3:43 PM UTC

      There are as many valid answers to this as there are different implementation approaches - if you're looking for something specific, or having issues with anything in particular, you'll need to provide quite a bit more detail in order to wring anything useful out of us here.

      However in general, the answer to this will always be some variation of: for task 1, pass any details (usually centered around user-entered info) out into PV data, and for subsequent task(s), pass any relevant information into the task form via rule input(s).

      The Expression Guru
      putlurus9219Author
      Known Participant
      Apr 25, 2023 4:03 PM UTC

      Hi,

      Thank you for the reply. In detailed manner I will explain here for example if there is form with name,age,mail,country fileds .Once the user fill this form it was stored into data store right.

      My requirement is how can I prepopulate the form details of previously completed tasks in the current task.

      Hope I explained in better way If you have any solution please share with me.

      mikes0011
      mikes0011Answer
      Brainy
      Apr 25, 2023 4:24 PM UTC
      My requirement is how can I prepopulate the form details of previously completed tasks in the current task.

      My assumption is that "the current task" is a subsequent task in the same process instance as the "previously completed task".  Assuming this is true, then what I said above, and what Romulo demonstrated in their series of screenshots above, is applicable to your case.  That is, the earlier task(s) will need to be configured to save their data / changes into the Process PV(s), and then subsequent task(s) will need to be configured to pass any necessary value(s) into their Task Forms.

      The necessary configuration for this is of a fairly basic level in terms of learning Appian development, so I'd recommend you complete the Appian-supplied training course(s) on Process Model design as these concepts should be covered there.  Have you explored any of the available online courses yet?

      The Expression Guru
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