Display a record view in an interface

Certified Senior Developer

Hello!

We are using the submenus of the Appian sites (which only accept interfaces). We have a logic where, depending on the role of the user that accesses, when clicking on the submenu of the site you will see one thing or another:

  • Role A: You will see a list of customers (through a record). So far so good, we can put the record list in an interface
  • Role B: You will see directly the detail/view of your customer. Having only one customer associated, we want to avoid the double step of seeing the list of customers (where only yours appears) and click this customer. What we want is that when you click on the submenu, it takes you directly to the detail of this customer (similar to the functionality of a!recordLink).


Do you know if there is any option to do this? Thanks!

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  • You can replicate all components of the record layout using rich text, buttons and other common interface components.

    It's possible.  It's also a lot of work to allow the user to avoid having to click to the actual record item.

    Don't re-invent the wheel --  I would suggest a middle approach, where selected basic details can be shown in the default interface, and a "more details" click can link them to the record itself.

  • 0
    Certified Lead Developer

    What Mike suggested seems fair. 

    However if you still want to show recordview(summary for example), you can display all other tabs as relatedaction/custom links on that view/interface. 

    For showwhen, you would follow similar condition provided by Venkat, and display your Default view.

    To display other view which I assume can be converted to(richtextdisplayfields) and route them to those other interfaces/tabs. Even this would require some development effort. This will not display everything in 1 place.