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I am using a "Related action" with a recordtype. The related action do
simranjits
over 10 years ago
I am using a "Related action" with a recordtype. The related action does appear with the records on Tempo but gives an error when I click on it.:
Could Not Display Form
An error occurred while applying the context for the Investor Onboarding related action [identifier=5]. Details: Could not find variable 'rp!Insert'
The context exp being used is: ={pvFolder : rp!Insert} where pvFolder is a process variable of type "Folder" of my Process Model and rp!Insert is a process variable to type "Folder" of the target process model.
pvFolder has not been used in record dashboard UI expression.
Please suggest....
OriginalPostID-95161
OriginalPostID-95161
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Shawn Bittinger
Appian Employee
over 10 years ago
From the Documentation, "The only information about the record available to the context expression is rp!id, which contains the id of the record"
forum.appian.com/.../Record_Design
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Sathya Srinivasan
Appian Employee
over 10 years ago
I'm assuming the record is based on DB or WS (and not process) - correct? If so, the only attribute you can pass is the rp!id which is the PK or the identifier for your record. You need to build the logic to query the corresponding attributes from there.
On the other hand, if its based on a process, defining a task as quick task will automatically enable it as a Related action. In this case, the quick task will have access to all the process variables defined.
See:
forum.appian.com/.../Record_Design
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simranjits
over 10 years ago
@sathya The record is process model based. I am not making use of quick tasks. Just trying to use a different process model on the related actions. As per the documentation, even this is possible but I think there is some problem in the mapping, but dont know what.
I have a variable(type folder) from the process model on which the record is based which I am trying to map to another process variable(type folder) of the target(related action) process model. The context exp that I am using is:
={pvFolder : rp!Insert}
Is this a correct way of passing data to the targer process model? If no, how should I go about it? Need to configure a related action and pass a folder type process variable to the target process model.
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Sathya Srinivasan
Appian Employee
over 10 years ago
The same applies if you are calling a process as related action in a PM based Record. The only attribute will be rf!id which, in this case will be the process id.
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chandhinir
over 10 years ago
Hi Sathya,
I have configured the process A as Related Action for Process backed records. When I check in the Related Action, I am able to see Process A as many links which is based on the no. of times that I have launched the process from Related Action.So Could you please provide your suggestions?
Thanks in advance!
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Shawn Bittinger
Appian Employee
over 10 years ago
Is this Related Action configured as a Quick Task? If so, go to the 'Other' tab of the User Input Task and check the box for "Delete Previous Instances that are still Active". This should limit the number of active instances to 1 and thereby will display only one related action for Process A at a time.
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chandhinir
over 10 years ago
Hi,
I have created a related action using process backed record.Sometimes the related action for the existing instances are not displaying("No actions available").If I create a new instance, I am able to see the related action.
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Shawn Bittinger
Appian Employee
over 10 years ago
How is the related action configured? Via Quick task or were they configured through the record type?
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chandhinir
over 10 years ago
I have a main process as A in which it has subprocess as B. In subprocess B, I have quick task form. I didn't configure any related actions in the record type.
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Shawn Bittinger
Appian Employee
over 10 years ago
Is the Process Backed Record using Process A as the context? As of the documentation, I am unsure of how a Quick Task in a subprocess is being picked up as a related action if nothing else is configured.
forum.appian.com/.../Records_Tutorial
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