Need Help Understanding Record Actions & Views with Under-the-Hood Logic (Document Link Issue)

Question

Hi everyone, I'm looking for a good resource (docs, videos, or examples) that explains record actions and record views in Appian &mdash; especially how they work behind the scenes. I want to understand how visibility, context, and navigation are handled under the hood. 
 Here&rsquo;s my current scenario: 
 
 I have a table with two columns: Policy Number and Policy Form Number . 
 It&rsquo;s a 1-to-many relationship &mdash; one policy can have multiple policy forms. 
 I&rsquo;m able to display all the policy form numbers correctly in a grid. 
 However, I&rsquo;m struggling to associate each policy form with its corresponding document link . 
 The goal is to have each link open the correct document in Tempo or a Site page . 
 Right now, only the first document link is opening , no matter which policyForm value I have clicked. 
 
 I suspect it has something to do with how I&rsquo;m setting up the record link or passing the identifier, but I&rsquo;m not sure. 
 Would really appreciate: 
 
 Any resources that explain record actions/views deeply 
 Tips on how to dynamically generate document links for each row in a 1-to-many setup

Thanks in advance!

Stefan Helzle · Answer

You will have to create a separate richTextItem for each policy number.

Shubham Aware · Answer

Issues seems to be, fv!identifier refers to the parent record (the Policy), not the individual PolicyForm. Replace fv!identifier with the specific PolicyForm Id from your row data. a!recordLink(
 recordType: recordType!CS_PolicyForm,
 identifier: fv!row[recordType!CS_PolicyForm.fields.policyformid]
 /* Use the actual field name for your PolicyForm ID */
) Each PolicyForm needs its own unique identifier passed to the link, not the parent Policy identifier. The fv!row context contains the data for each specific PolicyForm in your grid. Check your PolicyForm record type for the exact field name of the primary key (likely policyformid or similar) and use that instead of fv!identifier.