I have a requirement to show a list of customers allocated to a user. I have app

steveb over 8 years ago

I have a requirement to show a list of customers allocated to a user. I have approached this by previously storing the data (Forename, Surname and Customer Reference) in a table via a Process Model and then using this table to display the names on the list view within an entity backed record. As customer names can change I would like to be able to just store the Customer Reference in the table and use this as an input to a service (which takes one customer reference at a time) to retrieve details about the customer from another system to generate the list view. The help text intimates that it is possible to do this, unless I'm reading more into than is intended, but I can't work out how to do it. Any suggestions ?

"For example, if you have a field named employees of type list of People, you cannot access a list of the addresses for each employee using dot notation. rf!employees.address will result in an error. The recommended way to acquire the list o...

Discussion posts and replies are publicly visible

0 steveb over 8 years ago

...f addresses is to store the employees field as a local variable using the with() function."
Cancel
Vote Up 0 Vote Down

Sign in to reply

Verify Answer

Cancel
0 PhilB
A Score Level 1
over 8 years ago

It's possible to use a query rule (or equivalent) in the list view expression that uses rf!id to retrieve each customer's name, but this will result in that query executing for each item in the list, and will almost certainly perform badly.

What sort of service is providing the customer details? Are the references you're storing a subset of that data? One option might be to use a service-backed record that connects directly to the service providing the customer information, and bypass your stored IDs altogether.
Cancel
Vote Up 0 Vote Down

Sign in to reply

Verify Answer

Cancel
0 steveb over 8 years ago

I'm using a service backed record for another requirement. Unfortunately a service backed record won't work here as I need to show the list (on list view of record) of the customers that have been pre-allocated by Appian to the user so they can process the customer request(s).

I thought the rf!id was used to store the value entered in the search field on the record.
Cancel
Vote Up 0 Vote Down

Sign in to reply

Verify Answer

Cancel