How do I add the paymentAmt based on the CaseId

RE: How do I add the paymentAmt based on the CaseId

nicholaso0002 — Fri, 04 Mar 2022 19:46:13 GMT

I might try this later. Thanks

RE: How do I add the paymentAmt based on the CaseId

GopalK — Thu, 03 Mar 2022 04:02:53 GMT

Hi, you can go through this link for more information about relationships in record.

docs.appian.com/.../record-type-relationships.html

RE: How do I add the paymentAmt based on the CaseId

ajhick — Wed, 02 Mar 2022 19:08:27 GMT

You would have the view in the database and then query that view through a query rule.

RE: How do I add the paymentAmt based on the CaseId

nicholaso0002 — Wed, 02 Mar 2022 16:03:50 GMT

Or Maybe a Query Rule can do this?

RE: How do I add the paymentAmt based on the CaseId

nicholaso0002 — Wed, 02 Mar 2022 15:59:14 GMT

//How do I put this in Appian:

SELECT [caseId]
,[directDepositTF]
,[deptCaseTypeId]
      ,[caseTypeCode]
      ,[paymentFormTypeId]
,SUM([paymentAmt]) AS aggPaymentAmt
FROM [Appian_DB].[dbo].[CSO_PAYMENT_FILE_OUTPUT_VIEW]
WHERE directDepositTF = '1' AND paymentFormTypeId = '1' and recptDateTS >CONVERT(VARCHAR(10),GETDATE(),110) and recptDateTS < CONVERT(VARCHAR(10),GETDATE()+1,110)
GROUP BY [caseId],[directDepositTF],[deptCaseTypeId],[caseTypeCode],[paymentFormTypeId]

RE: How do I add the paymentAmt based on the CaseId

nicholaso0002 — Tue, 01 Mar 2022 15:29:57 GMT

Thank you ajhick I will try this and let you know.

RE: How do I add the paymentAmt based on the CaseId

nicholaso0002 — Tue, 01 Mar 2022 15:28:59 GMT

Can you share more light on this with examples based on the question. Also, a link on how to implement it will be great. Thanks

RE: How do I add the paymentAmt based on the CaseId

Stewart Burchell — Tue, 01 Mar 2022 08:54:46 GMT

In the recent versions of Appian that have Modern Records you can create relationships between the different Record Types and then include Custom Record Fields - i.e. values that are derived from attributes on a Record Type. You can include functions like 'sum', so this would be another way of achieving your requirement. In short this allows you to construct the kinds of functionality that ajhick is describing in his SQL VIEW example - without ever having to go to the database itself.

RE: How do I add the paymentAmt based on the CaseId

ajhick — Tue, 01 Mar 2022 00:26:20 GMT

And for an expression rule you could use this.

a!queryEntity(
  entity: cons!DATA_STORE_ENTITY,
  query: a!query(
    aggregation: a!queryAggregation(
      aggregationcolumns: {
        a!queryAggregationColumn(
          field: "caseId",
          isgrouping: true
        ),
        a!queryAggregationColumn(
          field: "paymentAmt",
          isgrouping: false,
          aggregationfunction: "SUM"
        )
      }
    ),
    filter: a!queryFilter(
      field: "directDepositTF",
      operator: "=",
      value: true /*Or "1"??*/
    ),
    pagingInfo: a!pagingInfo(1, - 1)
  )
)

RE: How do I add the paymentAmt based on the CaseId

ajhick — Tue, 01 Mar 2022 00:15:08 GMT

For a view you could use this.

SELECT
    `caseId`,
    SUM(`paymentAmt`)
FROM `TABLE_NAME`
WHERE
	`directDepositTF` = 1
GROUP BY `caseId`;