Hi,
Currently, I've a requirement for my project where I would like to view different details about a company. Details include company information, financial reports, employees, and others. These views can be configured in Record Type views.
However, I would like to see the view upon click of the record type URL. This means I have to skip view of the record type which is company list. Is this possible?
Please let me know if you may have any questions.
Thanks.
Discussion posts and replies are publicly visible
I do not believe it is possible to change the dashboard that is shown when clicking on a record in the record list feed view. I would suggest you create a Report that can act as your record list view (or grid) for these record types, where your requirement is to skip the Summary dashboard, and go to a different dashboard view upon initial clinking of the Record URL. You'll have to implement all the filtering and sorting yourself, but you can use a!recordLink() in the Report Interface and pass the view you would like to be directed to as the dashboard parameter.
https://docs.appian.com/suite/help/17.3/Record_Link_Component.html#
Depending on which Appian Platform Version you are using, you can achieve this functionality with the Grid List Record List type, as you can edit the Record Link properties for your column that is of Link Component type, and set the View Parameter to the dashboard you are interested in.
https://docs.appian.com/suite/help/17.3/Record_Type_Object.html#grid-style-record-list
https://docs.appian.com/suite/help/17.3/Link_Component.html