Hi All,
Our company would like to create ERP system in Appian and I would like to know how to create Trial Balance records in Appian and use web API to access the Trial Balance data.
Thanks.
Yiming ZhangPwC | Senior AssociateShanghaiPricewaterhouseCoopers Information Technologies (Shanghai) Co., Ltd.pwc.com
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I'd suggest starting with this tutorial in the documentation: https://docs.appian.com/suite/help/latest/Service-Backed_Record_Tutorial.html
It describes how to create an integration that can call an API and then create a record type against that integration. If you have any issues when doing this, please feel free to post any questions / error messages here! Keep in mind that the more information you can provide us about what you're trying to do, the easier it will be for us to help you!
How can I find a financial project examples in Appian samples since I would like to use the web API to get the Trial Balance data from a financial project?
I don't think we have an example specific to a financial dataset, but honestly it's pretty much the same regardless of what kind of data you're using.