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

Certified Associate Developer


Hi everyone,
I'm looking for a good resource (docs, videos, or examples) that explains record actions and record views in Appian — especially how they work behind the scenes. I want to understand how visibility, context, and navigation are handled under the hood.

Here’s my current scenario:

  • I have a table with two columns: Policy Number and Policy Form Number.
  • It’s a 1-to-many relationship — one policy can have multiple policy forms.
  • I’m able to display all the policy form numbers correctly in a grid.
  • However, I’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’m setting up the record link or passing the identifier, but I’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!

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