Data and Records - Recent Threads

Sync Record Type returning inconsistent data

sugithrag — Mon, 22 Jun 2026 14:49:35 GMT

Hi, while querying data using query record type in one specific field (which is an integer type, mostly the values will be 1, 2 or 3) is returning null even the value is present in the database. While using query entity value is returning and in record data preview value is displaying but in the query record type alone it is returning null one time and returning value on clicking test value again. It's a sync record type and there is no sync failure, and no changes were made in database table structure and in CDT. By syncing the record manually this issue is resolved but I want to understand the root cause.

Thanks.

applyWhen queryLogicalExpression not working

sugithrag — Mon, 15 Jun 2026 10:09:54 GMT

Hi, Im facing an issue in queryLogicalExpression where 'AND' operator is used and there are 3 query filters in it with applyWhen parameter is passed which is evaluated as false in all the 3 filters but still this expression got executed instead of ignoring it. Is the applyWhen parameter will work only for separate queryFilter and not for the filters added in logical expression? Could someone help me to understand the behaviour?

Thanks

Sync Failed On Records

Goddati Venkatesh — Mon, 15 Jun 2026 05:23:54 GMT

Hello everyone,

In the recent update (version 26.1), we received a feature that allows us to create sync-enabled record types using a view as the data source.

In our case, we have a view where we aggregate three fields (e.g., Name, Type, and ID). Since these fields are aggregated, each row is unique, and we have configured this combination as a unique key in the record type.

Whenever a user updates information in the related tables, the view reflects the latest data. However, since we are using sync-enabled records, the updated data is not immediately available in the record.

To handle this, we added a Sync Smart Service at the end of the process. But whenever a new record is created or updated with Name, Type, and ID, the smart service fails with the below error.

Since the aggregation ensures there are no duplicate values for this column, and even in the view we see only a single row for each combination, I need guidance on how to handle or resolve this error.

Selectable in Read Only grid

srinivaast629400 — Wed, 10 Jun 2026 11:48:00 GMT

Hi,

I have a grid fiield which is selectable. I am showing the filtered data in the grid. When the data is filtered the id will vary with row numbers like if id 2 and 5 is shown in first 2 rows it won't match with actual row number and the row is not getting highlighted after selection but the values are getting saved. The row is getting highlighted only when the row number matches the identifier. I have just used foreach loop and added extra parameter row number and mapped with fv!index. I have used this in identifier. The row is getting highlighted now but when there is a large number of data I am facing performance issue due to foreach loop. Is there any alternate way to achieve this ?

 a!forEach(
    items: local!data,
    expression: a!map(
      uin: fv!item.uin,
      uinDescription: fv!item.uindescription,
      totalAmount: fv!item.totalAmount,
      rowCount: fv!item.rowCount,
      rowNumber: fv!index
    )
  )
 /* Grid field code*/
  a!gridField_25r2(
          label: "Exception By UIN",
          data: local!expUin,
          selectionValue: ri!selectedId,
          selectionSaveInto:{
          a!save(
              ri!selectedId,
              append(
                ri!selectedId,
                fv!selectedRows.rowNumber
              )
            ),
            a!save(
              local!deselectedId,
              index(fv!deselectedRows, "rowNumber", {})
            ),
             if(
              rule!AHE_notBlankorEmpty(local!deselectedId),
              a!save(
                ri!selectedId,
                difference(ri!selectedId, local!deselectedId)
              ),
              {}
            ),
          }

Expression evaluation error at function a!queryRecordType Cannot apply operator [INCLUDES] to field [englishconentnew] in a!queryFilter(). The valid data types for [INCLUDES] are [ Integer, (Decimal), Boolean, Date, Date and Time, Recieved Extra Long Text

iswaryan3520 — Wed, 10 Jun 2026 11:09:13 GMT

I need to filter data in a record type but the field I want to apply filter on is extra long text it's throwing error . My actual requirement is I have to show the data in grid with serach options. In the grid data 800 rows are there so I am trying to use custom filters since I cannot use searchbox becase I am not using record data as data source that's because if the grid column need to display exra long text content it should inly use the query record type . so basically I am facing issue with extra long text but i need it because my data have characteres more than 9000 to 12000 . They all bascially html templates .Is there any way I can have option to filter the data not exact data but matches the query .

Data visibility issue of a service account in a grid.

MaryamLNU — Tue, 09 Jun 2026 16:15:02 GMT

Hi Appian Experts,

Need your help regarding the data visibility.

There is a scenario where our business users are not able to see the full name of a service account in a grid that is getting data from a database via a Sync disabled record, whereas the Application designer can see the full name of that service account via a following code. We have added the service account in the business group, still it didn't works.

if(
or(
a!isNullOrEmpty(
ri!user
),
not(
isusernametaken(
ri!user
)
)
),
ri!user,
user(
ri!user,
"firstName"
) & " " & user(
ri!user,
"lastName"
)
)

why is "timezone()" giving a different value as the offset from GMT?

julienc — Mon, 08 Jun 2026 17:28:24 GMT

I am a little puzzled here.

I need to check if a dateTime value is past a given hour of the day. But there is an issue, since it has an unpleasant behaviour : since we updated to summer time, it is wrong by 1 hour !

In my record type (and user interface), the dateTime will display "6/8/2026 5:48 PM GMT+02:00", so I assume my timezone has a two hours offset.

However, when I use function "timezone()", it gives "60", which would be adequate (and it did for a while!) when we would still be with winter time.

Why doesn't timezone() give 120?

How is this possible ? Is it a known bug ? (we are using release 25.3).

Do I have to create a specific constant with the right hour and remove the days to allow calculation?

Here is what I have now:

a!localVariables(
local!dateBegin: now(),

local!heure: hour(local!dateBegin) + timezone()/60,
local!minute: minute(local!dateBegin),

local!isAfter17h: or(
local!heure > 17,
and(local!heure = 17, local!minute > 0)
),

local!dayEnd: todate(local!dateBegin) + if(local!isAfter17h, 1, 0),

[...]

but it is wrong between 5 and 6 PM 😞

Sync Smart Service Issue

Goddati Venkatesh — Mon, 08 Jun 2026 08:22:31 GMT

Hello everyone,

In the recent update (version 26.1), we received a feature that allows us to create sync-enabled record types using a view as the data source.

However, the Sync smart service is not working with this type of record. Is this an Appian limitation? If yes, how is a sync-enabled record useful in this case? I am aggregating some information in a view and displaying it on the site, and I need up-to-date data. Therefore, I cannot rely on incremental or manual sync. Could you please suggest an appropriate approach?

Read-only Grid Paging Algorithm

Goddati Venkatesh — Thu, 04 Jun 2026 07:12:38 GMT

Hello everyone,

I want to understand how a grid field works when using a sync-enabled record as the data source.

Let’s say I have 100 records.

If I display 10 records per page, there will be 10 pages in total. Now, when I click on the Next icon in pagination, will the grid make a separate call to the database to fetch the next set of 10 records, or will it use Appian’s cache memory to display the data?

Raad Only Grid: 403 – You do not have permission to view this page error (Show Export Button)

rudrasatp678593 — Thu, 04 Jun 2026 04:51:40 GMT

Issue Description
On clicking the "Show Export Button" in the read-only grid, we are receiving a 403 – You do not have permission to view this page error.

Details

The grid is configured using a Record Type as the data source.
Current data volume: 1038 rows.
Number of columns: 32 columns.

Request
Could someone please help identify the root cause of this issue and suggest how it can be resolved?

Cannot insert duplicate key in object

sumeetk4983 — Wed, 03 Jun 2026 17:40:05 GMT

I have a record type with following releation Request Master (one to one) Payment Request (One to One) Invoice Header (One to One) Invoice Payment Info but getting following error

Unable to write to or delete from the source due to a data integrity violation.
Error Details: Violation of UNIQUE KEY constraint 'UQ_PAYMENT_INFO_HEADER_INVOICE_ID'. Cannot insert duplicate key in object 'dbo.INVOICE_PAYMENT_INFO'. The duplicate key value is (21769).

Not sure why its throwing duplicate key as the ID PK attribute is blank

Duplicate Record Type Names Can Be Created - Is This Intended Behavior?

bhuvan — Mon, 01 Jun 2026 09:22:12 GMT

Hi Appians,

I noticed that I am able to create multiple record types with the exact same name. I tested this with both the same data stores with same/different tables from database, and the record types were created successfully without any validation error.

This raised a few questions:

Is it expected and valid behavior for multiple record types to share the same name?
If duplicate names are allowed, what is the intended use case for this design?
When configuring integrations, mappings, or other features that reference a record type, how can users reliably identify which record type is being used if multiple record types have the same name?
Is there an internal unique identifier that the platform uses behind the scenes, and should users rely on that instead of the display name? (Other than UUID)

I would appreciate any clarification on the expected behavior and recommended best practices.

Thank you.

Exported Grid Download Shows Base Record Name Instead of Record Label

Harini Murugan — Mon, 25 May 2026 09:04:47 GMT

Hi Team,

I have a base record type and I configured multiple grids using that same record.

In the grid, I am using the export/download option to download the records. However, when the file gets downloaded, the exported file name/display name is showing the Base Record name instead of the configured Record Label.

My requirement is:

The exported file should display the Record Label or grid-specific name
It should not show the Base Record type name

Could anyone help me understand:

Why the export is taking the Base Record name?
Is there any way to customize the export file name or make it use the Record Label?
Is this expected Appian behavior or is there any workaround available?

Thanks in advance!

Unable to write to or delete from the source due to a data integrity violation. Error Details: (conn=141783) Duplicate entry '3' for key 'SURVEY_PROPERTY_ID'

kavyashren650312 — Sun, 24 May 2026 12:43:49 GMT

Hi,

I see below error while creating a record,

Unable to write to or delete from the source due to a data integrity violation.
Error Details: (conn=141783) Duplicate entry '3' for key 'SURVEY_PROPERTY_ID'

There is no key ""SURVEY_PROPERTY_ID" available in either DB or Record

The counter seems to increase every time I try to write to record. But always shows the same error.

Thanks in advance

Sorting Grid Field with list of maps

srinivaast629400 — Wed, 20 May 2026 05:45:24 GMT

Hi,

I have list of maps in a local variable . I am using it in grid field . I need to apply sort to the columns. Sorting is supported only when the data is from query entity or record. Is there any workaround where we can manually apply sort to the grid when the data is a list of map. Sample code.

a!localVariables(
  local!data: {
    a!map(id: 1, uin: 234, count: 5, ),
    a!map(id: 2, uin: 232, count: 5, ),
    a!map(id: 3, uin: 28, count: 5, )
  },
  a!gridField(
    data: local!data,
    columns: {
      a!gridColumn(label: "ID", value: fv!row.id),
      a!gridColumn(label: "UIN", value: fv!row.uin),
      a!gridColumn(label: "COUNT", value: fv!row.count)
    }
  )
)

Can you please help me with the sorting

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