Hi
Im new to Appian and just done the Designer course aswell as watching a few videos and turorials.
I have a CRM App where you can add a new customer, and also a see a list of companies and drill down to the record of that company.
I would like to add Interactions (meetings/calls/emails) and projects to this.
Ive created a Interactions CDT with a companyid to link to customer. Ive created a interface/process model for creating a new interaction, and added a interface to the customer record to see a list of the interactions for that company but not sure how to allow the user to edit these.
What is the best way of showing these on the customer record type? Can I add a view (between Summary and News) for Interactions and for Projects (on some videos I saw Vehicles have tab for Parts and Service Requests there).
The videos on records only covered created the Summary, Main Record and Related Event but not sure on how to best linking other data to it.
Thanks
David
Discussion posts and replies are publicly visible
Hi David
So, just to help orient things:
This will help us set out the target data model.
Also: whilst we might want Customers/Companies and Projects to be Appian Record types, we couldn't want Interactions as such, and that Interactions would be best contained within the Customer Record?
Customer is a Company yes
Interaction is some form of contact with them, so a meeting | call | email
Customer can have one or more projects (and one or more interactions)
From a DB sense, it seemed logical to me to have a seperate Interactions CDT that would be linked by companyid (companyid, date, type(meeting,call or email), accountmanager). Not sure if it needs its own Record Type or can be part of the Customer Record - I think thats where I was struggling with it.
Ive managed to add an interface to the customer record showing a list of interactions - but how do I make them editable, can I add a button that will take them to the record for that interaction?
Ok, good, sounds like we'er on the same page:
Does that give you sufficient pointers to get going?
S>
Hi Stewart
Yep - I think that clarifies things for me.
I was kind of heading in the right direction, just need to work out how to update the interactions via the interface.
Plenty of me to start looking into though!