When should I use gridField over Record Type?

Hi everyone, I'm new to Appian and I'm trying to create some interaces.

What I want do is showing in a table some data. My doubts are regarding when I should prefer gridField over Record Type. I'm able to achieve the "same" result with both.

I've also read Using Record Type https://docs.appian.com/suite/help/20.1/Using_the_Records_Tab.html#:~:text=Unlike%20traditional%20records%2C%20or%20the,the%20context%20of%20that%20information.

In gridField I use queryEntity and then I put in columns my values, while in Record Type I just follow interface steps.

In case you had to show a table with values and then clicking on a row you have to save the value a query another entity to show another table in the same page, which of the two solution would follow? Why?

Thank you

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  • 0
    Certified Lead Developer

    You're comparing apples to SUVs.  They're not even remotely the same category.

    A Record Type corresponds to a single row in a database, usually a row of a View that you expressly make for the purpose of being a Record.  It's a cohesive collection of related data to be evaluated, examined, and manipulated as a collective whole, in a uniquely Appian sort of way.

    A gridField is an interface component.  It shows multiple rows of data in tabular form on any interface you want, even the interfaces of a Record.

    You can make a Record Type, and in the Summary page of the Record that you can make you can make a gridField.  Or any of the other pages of the Record.  The record list which contains the list details for you to select one Record among them can be displayed as a grid, and then all full of gridFields on every page when you pick one.

    Find what data makes a cohesive whole to make a Record.

    Find what data WITHIN the Record would best be displayed as a grid, then use a gridField to display it.

  • 0
    Certified Lead Developer
    in reply to Dave Lewis

    I think I can understand where the confusion comes in.

    A Record Type is a massive conglomeration of data in a cohesive whole, and everything about the cohesive whole.  A whole thing like a Car, or a Person, or a Contract, or a Hotel Property.  For that you make a Record Type.

    For a smaller subset of that, or some chunk of data too small to need the Record Type treatment, you could use a CDT and show the CDTs in a gridField on some interface. 

    The key there is, though, that you still need a container for the interface to be IN.  It could be a Record Type, or an Action, or the start form of a process linked to a Sites page.

    So, is the thing so big that it should be a Record?  That's a design choice on your part.  You could tell us more about the data and what size it is and we could give our advice.

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  • 0
    Certified Lead Developer
    in reply to Dave Lewis

    I think I can understand where the confusion comes in.

    A Record Type is a massive conglomeration of data in a cohesive whole, and everything about the cohesive whole.  A whole thing like a Car, or a Person, or a Contract, or a Hotel Property.  For that you make a Record Type.

    For a smaller subset of that, or some chunk of data too small to need the Record Type treatment, you could use a CDT and show the CDTs in a gridField on some interface. 

    The key there is, though, that you still need a container for the interface to be IN.  It could be a Record Type, or an Action, or the start form of a process linked to a Sites page.

    So, is the thing so big that it should be a Record?  That's a design choice on your part.  You could tell us more about the data and what size it is and we could give our advice.

Children
  • Thank you davidl, your explanation make things in my head clear. In my actual case I'm querying a view that it's a ten records summary of a big table (sum, groups and other conditions), when I click on one of that records I have to show all the records to which the previous data is related.
    Obviously I have created a CDT (and a constant) to query the view in DB. 
    Then since I wanted to make one of the columns clickable with a link and struggling with gridField I faced Record Type.