Hi All,
Is there any way to allow data sync in record type once we already created record type without data sync and related feature?
Thanks in advance
Discussion posts and replies are publicly visible
Yes. Change the data source and enable sync.
Stefan Helzle I am trying to convert a data-sync enabled record into sync disabled record. But not able to do so easily since I am forced to change(reselect the same) data source first, which results in relationship loss and other issues.
I feel it would be great if Appian moves the sync enable-disable feature under "Sync Options" instead of having it under the "Change Source" to allow users to change the sync feature directly. Kindly share your thoughts on this.
Changing data sources in records can have a severe impact on existing design objects. There is not much you can do about this.
In general I would suggest not changing existing record types to start using sync. You can change them, but you would need to re-map the fields and update existing objects that reference it. It's usually cleaner to create a duplicate record type and slowly migrate your objects over to the new record type.
Peter Lewis Thanks for the response We are not changing existing record type to use sync. I actually created a new record type (sync enabled) and made use of this record to populate dashboard/UI to make use of the record relationships. Now I just want to turn off the sync, which is causing issues since sync option is coupled with change source feature by Appian Design.
Reason for trying to disable the sync for records - Our production support DB Patches are executed by non-Appian team, so we are not able to manually sync the records in Appian whenever any DB patch is executed. We've decided not to include this additional step in the SOP as it requires more work between teams and time consuming.
Ah I'm sorry - I misunderstood your initial message. Can you talk more about why you want to turn off sync? Are you saying you want to turn off the schedule or not use sync entirely?
No worries :) Actually we don't want to use the sync entirely since the data patch happening at the backend by DB Prod team cannot be immediately synced without manual sync in Appian. Users are not willing to wait till the next schedule sync happens. So we decide to disable the sync entirely and getting the above error while doing so.
Thenmozhi Mohanakrishnan said:I feel it would be great if Appian moves the sync enable-disable feature under "Sync Options" instead of having it under the "Change Source" to allow users to change the sync feature directly. Kindly share your thoughts on this.
I agree it's good to have the Sync enable and disable option without having to do the rework . But AFAIK whenever we create records with Datasync . Appian Creates a unique connection from record object to Appian Memory (Where the Sync data is present). Just like Datastore entity connection (from Appian to DB). where as for records without sync I'm pretty sure it's gonna get data from DB not from Appian Memory . See the Source is Changing . That's why they kept it there.
Thanks for the context! Yes this is something we have considered, but changing from a synced to non-synced is challenging because there is some behavior like custom fields or relationships that is only supported with synced record types. We'll definitely take this feedback into consideration though!