We are currently performing maintenance on Appian Community. As a result, discussions posts and replies are temporarily unavailable. We appreciate your patience.
In a hypothetical scenario, I have two Record Types. 'Program' is a parent Record Type of 'Course', linked by 'Program ID'. (i.e., one-to-many relationship between Program and Course)
In the Program Record Type, I need to have two Views; one for Program, and another for Course(s). To make it clear, the need here is to have the View "tabs" sitting next to each other on the UI for an easy navigation between the two views. Extending on these Views, I'd like to also add the 'Create', 'Update' and 'Delete' Record Actions for both Record Types. So far so good.
Where I've been stuck in my implementation is figuring out a way to pass in the 'Program ID' to the Record Actions for the Course. I have no problem invoking the Record Action using the a!recordActionItem() function, but I'll need to somehow pass in the 'Program ID' to tie newly created Courses to a Program. Am I stuck here because this is not the proper implementation of the Record Actions? Or am I just missing something so obvious?
Discussion posts and replies are publicly visible
When you make the "Create Course" action a related action to the program record, you know the id.
Stefan - Thanks for the comment, but would you elaborate on where/how I can "know" the id?
When you configure a related action, you can pass any record related data to the process.
The normal way is, to make this related action visible on your "Courses" view.
Had to fiddle with a few things, but figured it out thanks to your helpful comments!