https://academy.appian.com/learn/course/975/play/36425/create-a-query-rule
I watched this video but I can't find the "Query Rules" option under "New." What am I missing? Thanks
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Prateek is correct. Anyway you wouldn't want to create a query rule anymore - Query Entity rules (created within an expression rule generally) can do anything Query Rules would do plus more - and are a ton more flexible all-around.
Okay, sounds good. I created my query rule for "status" (shown below). This seems to be working correctly. Do you guys know how to use this to create the filter? Thank you.
What "filter" are you trying to create & where?
I would like to be able to select from the three drop-downs show belown (Status, LMI, Structure Type) and have the form sent to the relevant applicants who are correlated with the values I select. I heard I may need to use the query entity I made to do this, but I'm not sure how.
You would want to make your Query Entity rule accept inputs corresponding to all of those values, and preferably, query correctly whether or not each value is passed in (note that over-filtering may result in a returned list of zero people, depending on the particular data setup). Assuming that you can derive Appian usernames from the result of the query, you could probably have your form map an array of usernames to a Rule Input when a submit button is clicked - and then pass that array out to your process model, where you could then call a subprocess for each user and assign the task therein to that user. It's a complex use case and a lot depends on your particular implementation and requirements.
Ah, easy as pie. Thank you, Mike