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Check-In

isiomam

I'm trying to create a check-in process to allow users to press a button to check-in. I'm new to Appian and i'm not sure how to go about this. So far what I have is a Meeting record displaying all the details about the meeting, including a user group picker field for attendees. Now what I am trying to do is configure a button that a logged in user can press so that that user can be added to the Attendees field in my meeting record

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  • 0
    Hi,
    you can use a function to a!writeToDataStoreEntity() to store data in DB when user will click on button. However, record summary do no refresh. you need to explicitly press summary link
  • 0
    Hello Isiomam,

    if you just have to write to the database you can use Umeshp suggestion which will do the job, but the drawback is that this might impact the traceability of your information.

    I personally prefer taking other options which give us more control over what is happening with the data and you can take decisions over the process with gateways and so.
    If you can give more context about your use case we might have a better solution but meanwhile here are the options I can think of
    * A related action which can start a process which does the actual "check-in"
    * a simple navigation from a user Interface to another maybe a start form.
    * startProcessLink you can start a process and create the navigation into the process.
    * startProcess you can start a process asynchronously.


    Jose
  • 0
    You can do this on the record using a!writeToDataStoreEntity() to persist the data while updating your sail local variables however you see fit. This type of workflow is generally best handled via a process model though. If you are using sites, you can make the landing page the first form of a process.
  • 0
    Certified Lead Developer
    Hi isiomam,

    Create an interface with submit button, Whenever the user has clicked on the button in the rest of the process model use the write to data store entity smart service to enter the user in DB. Now loop back to the same interface which you want to show the meeting record so that the updated values will be seen in that record. Make sure to use activity chaining.
  • 0

    Hi,

    Create a process model and use here writetodatabase smart service to store your required data into database and then again render the user on same record page so this time you will be able to see the updated record as well.Now configure this process model in the record as related action(give it name "add me in the meeting" or whatever you wwant)  so whenever user will click this, user will be added into meeting and you will be able to see refreshed dashboard.

    below link can help you:

    https://docs.appian.com/suite/help/18.2/Using_the_Records_Tab.html

    Regards

    Abhay

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