I'm trying what should be a very simple task ... and I can't get it working! I've created a Related Action to update a record - just used the automatic creation tool that built me an interface and a process. In my user interface, if I include the related actions dropdown on the record view, this update works perfectly. The interface shows all the fields and allows me to update and hit Save. Perfect.
But now instead of using that interface from the related action dropdown, i'd like to place it in a view so that it shows as a toolbar menu item across the top toolbar. But now, when I hit Save on that interface, nothing happens. It's like it's not calling the process at all.
Here's my related action and my view - what am I missing?
Discussion posts and replies are publicly visible
If you use it from a Record View, you need to call a!startProcess or a!writeRecords function in the saveInto of the button.
https://docs.appian.com/suite/help/23.3/recipe-update-an-entity-backed-record-from-its-summary-view.html
OK, we ended up adding a button to our view associated with a Record Action. That did the trick a far as opening an editable interface. The data does save to the record, but we can't figure out how to refresh the original view. So, we click 'update', do the update process, then it goes back to the view screen. But the only way to see the new data is to refresh the browser window. how do we do this automatically?
Thank you!
docs.appian.com/.../recipe-refresh-data-after-executing-a-smart-service.html