Hi All, I hope everyone is doing well.
I have 2 records - 1) Employee's Details 2) Task 3) Upload.
When i raise a request and submit , the details get save in Employee record . and a task is created . For the employee's they upload few documents like 1) kyc, 2) pan, 3) aadhaar. They have an option to select the document they are going to upload.
The catch here is for all employees all the uploads are not mandatory , they can upload any 2 or 1 or all three of them.
Here in the grid , we gave a start link so that the process model of upload document starts automatically and based on the document upload for a request the link should be disabled , so that for same request id we cannot upload any other extra document.
Can anyone please help me with the right approach.
Thank you in advance.
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Hello vyshnavig0001
I would recommend make use of Record Related action and the Record action security to handle this. That would be the best way. You can make it look like a link.
docs.appian.com/.../record-action-security.html
Thank you for your reply.
But , In an interface i am using grid and i am calling an expression rule to show the data, To that data , to taskname field i am giving the link . so for that link i want the approach.
Shouldn't be a problem. You can construct the record action name with the same task name in the record action configuration using the expression and call it over here.
So your telling to configure record action in interface and same logics applies?
Yes. It would give more control and also it would work as expected.