Data and Records - Recent Threads

To calculate cycle time

priyadharshinis746840 — Fri, 15 May 2026 02:50:19 GMT

I want to calculate cycle time -difference between received date and closed date in days which includes only business days

Exclude weekends and public holidays

Using recordtype-new custom record field I wanna to achieve as I need to use in process hq reports

Thanks,

Priyadharshini. S

To calculate cycle time

priyadharshinis746840 — Fri, 15 May 2026 02:49:09 GMT

I want to calculate cycle time -difference between received date and closed date in days which includes only business days

Exclude weekends and public holidays

Thanks,

Priyadharshini. S

Export Data Store to Excel - how to preserve original document's data validations?

kl0001 — Wed, 13 May 2026 20:36:28 GMT

Hi, my use case is I want to provide an excel template for users to download and fill out. Some of the information the user is filling out is dependent on data in a ref table that updates occasionally, so before the user downloads the document, I run Export Data Store Entity to Excel smart service in a process to update the document, so when the user downloads the document, it'll have the most updated ref data.

Here's the issue I'm running into - the excel template has two sheets:

- Sheet 1 is where the user fills out info. This sheet has data validation rules to make it more user friendly, most notably vlookup functions and data validation dropdowns that pull from Sheet 2

- Sheet 2 is where the ref data lives, and what the Export Data Store Entity smart service updates

However, after the smart services runs, the excel template that gets generate has no data validations - no dropdowns or excel functions. I'm imagining even though I'm only having the smart service update Sheet 2, the entire excel document gets impacted and erases all data validations. Below is the code that is being run in the smart service (note: I'm using the smart service's process model version, but for sake of clarity here's the SAIL code version):

a!exportDataStoreEntityToExcel(
          documentToUpdate: cons!DOC_CREATE_EXCEL_TEMPLATE,
          entity: cons!REF_TABLE,
          sheetNumber: 2
        )

Is this expected behavior or is there another workaround I can consider?

Thanks in advance

Fetching Data from external source (Oracle SQL Developer software)

srinivaast629400 — Wed, 06 May 2026 09:45:34 GMT

Hi,

I am using Query database smart service in the Process model to get the data from the external data source which is in DataMart. Due to some access restriction, we were not able access external database. So, we have added the source in the admin console, and we are using it in smart service. I am getting 1000 rows of data, and I am storing it in a Process variable which is of CDT type. I want to fetch all the rows like I have more than 4000 rows of data. But I am able to fetch only 1000 rows. Is there any way to fetch all the rows. This is my current configuration. We need to display the data in an interface grid which will be viewed in Site

Issue in exporting links in excel from record grid

rohinip20 — Fri, 01 May 2026 13:32:12 GMT

I have a requirement to show the hyperlink when exported to excel from record grid . The associated DB column has a either a DOC Id or a url .

By exporting ,few fields are shown as desired (both label name with hyperlink), few are just shown with with label and no hyperlink and few are entirely skipped to show the excel.

I have the following sample code.. Is something wrong here?

a!gridColumn(
label: "File Name",
value: a!linkField(

links:a!safeLink(
label: fv!row['recordType!record.fieldname],
uri:
if(
left(
fv!row['recordType!record.docImage],
10
) = "[Document:",
document(
todocument(fv!row['recordType!record.docImage]),
"url"
),
fv!row['recordType!record.docImage]
)),
showWhen:a!isNotNullOrEmpty(
fv!row['recordType!record.docImage]),

showwhen:false
exportWhen: true,
align: "START"
),

Thanks

Generate documents from dynamic user inputs template and map values from multiple sources

iswaryan3520 — Thu, 30 Apr 2026 18:33:59 GMT

I have a document generation use case in Appian where I maintain a Request table and a separate Letter table that supports multiple versions of documents per request. For each letter version, I store selected template components such as header and footer (single selection) and multiple paragraphs, which are mapped through a separate association table to maintain order. These templates are stored in reference tables and contain placeholders in the format [placeholderName], which can appear anywhere within the text. In the first task, users select the required header, footer, paragraphs, and optional sections like privacy policy or guarantee content, and those selections are saved against the letter record. In the second task, based on the selected template content, I combine all the text and for each placeholder I need to fetch values from different data sources (for example, customer name from a customer table, address from another table, sender details from a user table, etc.), present those values in dropdowns for user selection, and use the selected values to populate a preview as well as generate the final document. Additionally, the system must support multilingual functionality where both predefined template content and generated documents should be available in different languages (currently French and Spanish), based on user choice, while maintaining the same placeholder structure across languages.

I am confused by how to extract and map the placeholder with values from correct source tables and find and replace them in the document. Can anyone help? I'm thinking maintaining separate table or add a one more column in the reference table for placeholder if the sentences contains palce holder that can be added in separate column. But still finding the place holder and replaceing it will actually values for user to update and replaceing it in documents I need some idea or help

record view issue

saneswarib657943 — Wed, 29 Apr 2026 03:29:03 GMT

Hi ,

I have two buttons in summary view first insured and second insured.

First insured they can add task and even second insured they can add tasks will get in summary view.

After clicking on second insured tab, it is going another page there backtosummary link is there but when i click on backtosummary it is going to first insured tab .

i have handled through logic in interface level it is working fine but when i check in site level it is not working because there policy to task table has one many relations so selected task id not getting but rv!record.

how can i get selected taskid and i need to pass to rule input of summary page.

Record view issue

saneswarib657943 — Tue, 28 Apr 2026 15:41:20 GMT

Hi ,

I have two button with 1st insured and 2nd insured in summary page ,so when i select 2nd insured tasks it will open in another page there i have backtosummary record link .

when i click on backtosummary it is navigating to 1st insured but it should be 2nd insured button.

it is working in interface level and site level it is going to 1st insured button.

i have attached how i configured summary view..

how to i get selected taskid so that i can to interface through the summary but here i am getting taskid because of one many relation.

i need a suggestion how can i pass selected taskid from summary and please give me any other solutions if u have any

Return field with empty values which has no entry in the related record when using record filter

Kavi — Tue, 28 Apr 2026 12:37:15 GMT

I have two records, Record A and Record B, with a one-to-many relationship between them. I need to add a filter on Record A based on a column in Record B called Products.

When the user selects “None” in the record filter, Record A entries with null values in the Products field should be returned. However, for some entries, Record A does not have any corresponding rows in Record B. As a result, although the related column Products appear with null values at the interface level, they are not returned when filtering at the record level. Any suggestions other than data fix?

relatedRecordData filters with recordType field

Gustavo Viloria — Fri, 24 Apr 2026 12:07:40 GMT

I need the related information to be filtered with a date from the main record.

a!queryRecordType(
 recordType: 'recordType!CCMV_GP_RT_Persona',
 pagingInfo: a!pagingInfo(startIndex: 1, batchSize: 1),
 relatedRecordData: {
      a!relatedRecordData(
         limit: 1,
         relationship: 'recordType!CCMV_GP_RT_Persona.relationships.Historicopersona',
         filters: {
           a!queryFilter(
               field: 'recordType!CCMV_GP_RT_HistoricoPersona.fields.fechaactualizacion',
               operator: "<=",
                value: 'recordType!CCMV_GP_RT_Persona.fields.fechaBaja'
            )
 }
 )
 }
).data

 I need to retrieve from a person's historical information the first record that is earlier than or equal to the person's termination date.

Gives the following error: Expression evaluation error at function a!queryRecordType: Invalid record field type mapping. No matching ADS type for appianTypeId: 284

Data base table security or permission to query data from table

shilpak963571 — Thu, 23 Apr 2026 11:22:45 GMT

Data base table security or permission to query data from table, Do we actually need permission to actually retrive data from database table into Appian query entity/record?, what is the basic permission required...?

Export more than 100 columns to excel

MK0001 — Thu, 16 Apr 2026 13:26:18 GMT

Hi Team,

I have a requirement to export more than 100 columns of data into an excel file. Since we have a limit of 50 columns in export data store entity to excel, I am unable to achieve this functionality directly. Can anyone please suggest the approach of achieving this functionality?

Thanks!!

Not able to Render New and Old Created Record in 26.3 Version

Ravindra — Fri, 10 Apr 2026 11:39:10 GMT

Hi Dears,

I am receiving Below Error while Viewing record data view All the Record Types.

The Requested Record Type Is Not Available Expression evaluation error [evaluation ID = MFH3P] at function a!recordList: Type RecordType constructor passed 17 fields, but expected 50 fields (APNX-1-4198-000)

Though the records are successfully crated, data is inserted in the table and no integrations in place.

Event history

priyadharshinis746840 — Fri, 10 Apr 2026 07:17:17 GMT

Im using event history in my grid ,My event history data has more than 40 records which event type and pagination can be used.I saw the limitation of 100 records in full list

Wif there are more than 100records how we can manage.

When the user clicks the next page its not working.

Please suggest better solution for this scenario

If more than 100 records needs to be displayed in eventhistory lis how we can configure.

Thanks,

Priyadharshini. S

Export Grid returns Query has failed: null

andrewm231 — Wed, 08 Apr 2026 09:06:22 GMT

We're using Appian 25.4.

We have a ReadOnly Grid that gets it data from a Record, which has a DataSource of a Process Model.

Recently, we added 3 new fields to a CDT used in this Process Model as a Process Variable (note this CDT does not get written to the database at any point), and updated the grid to include one of these new fields. Since then, when we export the grid to Excel, we get the error "Query has failed: null". Undoing the changes we made results in the same problem, which has lead me to believe it's a problem with the data in the process instances, especially as when we filter the data on the grid to exclude instances that have these changes, we don't get this error at all.

The really strange thing is this error isn't consistent, as we've been able to export data that includes the changes we've made to the process model, the CDT, and the grid.

Has anyone else encountered this particular error message?

Record

priyankak0006 — Mon, 06 Apr 2026 14:57:14 GMT

Queries in Service backed record type

appalasurip0001 — Mon, 06 Apr 2026 08:13:17 GMT

Hi All,

I have record type which is configured as a service backed record using an expression rule that call an integration to an external system.
Additionally, we have configured the schedule full sync at 12 am daily.

I have few queries regarding this:
1. Since the record type is service backed, does Appian store any data internally when the scheduled sync runs?
2. will a!queryRecordType() always hit the external system even after the scheduled job runs?
3. If data stores internally, does appian consume memory? if yes how much?
4. If it hits external system every query, what is the recommended approach if we want to avoid repeated API calls and Improve performance?

Any guidance or best practices would be helpful.

Thanks in advance

Record Type Sync Failing & Queries are erroring out

Radhamani Ramasamy — Mon, 06 Apr 2026 05:20:58 GMT

Hi All,

In our Test environment, monitoring tab is not opening. Getting 504 error. Also none of the record types are opening. Including the Maria DB Sync records.

External record type(SQL) sync is failing & I was notified in email with below error. When I click view record type getting 504 error.

A scheduled sync failed. The [X record type] is unavailable and cannot be queried. Review the sync history for more information.

Also When I query Appian sync record type(present in Maria DB), getting the below error.

Expression evaluation error at function a!queryRecordType_24r4: java.lang.RuntimeException: java.util.concurrent.TimeoutException.

I have tested external data source connection in admin console, which says Test successful. Does anyone ever faced similar kind of issue?

facing this grid issue: Type RecordType constructor passed 17 fields, but expected 50 fields

angadib387575 — Sat, 04 Apr 2026 07:16:00 GMT

Priority high records should be shown in UI at first

priyadharshinis746840 — Fri, 03 Apr 2026 11:42:46 GMT

Im having case table where using record data and showing values in grid.

The requirement is to show the high priority data at first initial sort should be applied with condition of high priority records

Can someone help me

Translations are not displayed with a!recordTypeProperties

josfranciscop0001 — Fri, 03 Apr 2026 10:05:40 GMT

As you can see in the images, if you use translations in a record field, Appian will not display the correct value, it seems to display the reference to the translation. Is this a bug or am I missing something?

User filter-Records

priyadharshinis746840 — Fri, 03 Apr 2026 03:44:41 GMT

I am creating a user filter,for completed by we have stored the value in userId ,while showing in record list using user function ,I need to sort the filter options.Is there anny possible way can someone help me

For the below example let's say,I want to sort the usernames in alphabetical order.

a!localVariables(
local!acctExecs: getdistinctusers(cons!ACCOUNT_OWNERS),
a!recordFilterList(
name: "Account Executives",
options: a!forEach(
items: local!acctExecs,
expression: a!recordFilterListOption(
id: fv!index,
name: user(fv!item, "firstName") & " " & user(fv!item, "lastName"),
filter: a!queryFilter(
field: recordType!Customer.fields.AccountOwner,
operator: "=",
value: fv!item
)
)
)
)
)

Record become unavailable after sync failure

Dharsana — Wed, 01 Apr 2026 21:26:35 GMT

Hi,

Need help in below scenario.

when a record sync fails for an instance, the record becomes unavailable. We have enabled the recovery option and the system applies full sync of all records.

Is there an alternative approach to not let the record become unavailable/recover only the impacted record instance on recovery without triggering a full record sync?

Please suggest

Get Table Structure for all tables present in Appian DB

Hacker323671 — Mon, 30 Mar 2026 18:54:11 GMT

Hi Team,

Is there way to get all the tables structure present in the appian db. I mean DDL queries for the all the tables present in Appian.

Just exploring if this is possible or not, If there is a way to export all tables structure for creating them.

Thanks in advance.

Self join record type data sync

Madhu RK — Sun, 29 Mar 2026 10:37:22 GMT

Hi All,

I have self joined Record type. Write records plugin, smartservice both are getting successful, but persisted records are not getting sync. Even though I manually sync, the data is not reflecting. See below

What could be the root cause?

Thanks

Madhu