Day 7: ¿Que entendiste de: Process Modeling 101: Automate Your Business Processes?
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DIA 5!!!!!!!!!!!!!!!!!!!!!!!
There are three primary elements that make up the record type object: record data, records, and the record list. Each of these elements contribute to how users will eventually see and interact with the data.
Skip Failed Syncs
If there is an issue syncing your data, you can configure Appian to skip a failed sync, and to instead use data from the last successful sync. Access the Sync Options tab, and ensure that the Skip Failed Syncs is turned on. This way, your application users will be able continue viewing and acting on data from the last successful sync, without experiencing any disruptions.
Lesson Summary
In this lesson, you learned how to create a new record type object sourced from an existing database and how to generate a database table from within the record type object. You also learned how to enable data sync on a record type so the vehicle data is cached in Appian, and how to configure Appian to skip a failed sync and to use data from the last successful sync instead. Next, you learned how to initially configure the fields you would like to include in the record type. Finally, you learned about the data model overview screen that shows you the current data structure of your record as well as related record types.
Query a Record Type
Learning Objectives
After completing this lesson, you should be able to:
a!queryRecordType( )
Before we walk through how to return a single row of data, let’s briefly discuss how else you might use queries in your applications. First, you may be familiar with the function a!queryEntity(). This function queries your database and returns the requested data. In this lesson you will learn about a similar function called a!queryRecordType( ). Instead of querying a database, it looks up and returns data from your record type object.
You can use this function to return:
In this lesson, you will learn how to generate an expression using the query editor. That expression will query the vehicle record type and return a row of data.
You’ll see this query used for testing, but record data can be used in any interface within an app. Note that this work is being done in the expression rule object and not in the record type.
In this lesson, you learned how to create a new expression rule to pass in a record id and have that expression query the record data to retrieve a single row of data.
Configure the Record List
Apply Filters
Create Record Views
This lesson is all about record actions. There are two types: record list actions and related actions. In this lesson, we’ll go over the differences between the two and have Appian generate each.
RECORD LIST ACTION
A record list action is a link to a process model that a user can start directly from the record list. The most common type of action to configure here is for users to create a new record for that record type. For example, we’re going to configure a record list action to add a new vehicle.
RELATED ACTION
A related action is also a link to a process model. This differs from a record list action because these process models are started directly from a record view and use data from that record.
Apply Security
Create Security Rules
You can create security rules for different users in your application. You will learn how to set up these rules based on
Note that users must have at least Initiator permissions to the action's underlying process model.
In this lesson, you learned that you need to set up security for the record type and other objects it is related to, such as a process model, to ensure users can view intended data. Finally, you learned how security can be applied to show or hide sections of your record.
You have now completed the Records course. You should be able to:
Course Objectives
After completing this course, you should be able to:
Lesson Objectives
In this lesson, you learned how to create your first record type relationship inside a record type object. You learned how to review your relationships with the record type relationship diagram. Then you learned how to edit relationships and add suggested relationships. You also learned how to use two record types in the same interface to show an enterprise view of your data. Finally, you learned how to customize your record search.
In this lesson, you learned several ways to set up the aggregate related record fields, custom record field. You also learned how to filter a custom record field, and in what scenarios it may be useful. Finally, you learned how to add a custom record field to an interface.