Please suggest!!!!!
There are project records in CRM(External System), when user opens the project then CRM form will be opened & Inside that form appian interface is embedded which is a report.
As of now user is manually selecting the project from the filter so that tasks associated in that projects are showing up.
In this case i need to filter the appian tasks those associated to the project automatically without selecting the project manually embedded interface.
Regards,
Srikanth
Discussion posts and replies are publicly visible
Probably the easiest way would be to create a project record (if you don't already have one). The record should have a tasks view. You could then embed that record view in the external system. See the following link for details about embedding a record view: https://docs.appian.com/suite/help/19.1/Embedded_Interfaces.html#record-view
Why can't we get the selected project id/title from CRM and pass it as a parameter to appian like dynamic emdedding? If anyone worked on this, can you share what javascript tag we have to use to define that as input parameter to Appian.
Thanks in advance.