How do you configure a record's related action from the record list instead of the summary view?

Hi,

I want to be able to start a related action from the record list instead of having to navigate to the summary view of a specific record and see the related action there. I see that you can have something called a "record action field" as a list option for the record list, however I am having trouble passing through the specific records id in order to start the process. Does anyone have some more insight on how I can execute this?

For more detail, I am creating an office supply management application, and I would like for employees to be able to request more stock of an item by clicking the red plus sign on the right. However, I am unsure how to capture that item's id in order to start the process to request more inventory. I've been experimenting with different methods and I know that this code does not work, but this is the direction that I've gone in:

  Discussion posts and replies are publicly visible

Parents Reply
  • Hi Ami - here's what to do:

    • build your related Action on the Record as you would normally - passing whatever context is required (rp!id and/or whatever is required for the Process Model to be successfully initiated)
    • got to the Record List and then configure a Record Action as described above. The Record Action is simply a proxy for the existing Related Action and only required the rp!id for Appian to know which instance of the record is being used to trigger the Related Action

    Stewart

Children