I am looking for a way to activate the Process Model as soon as a user opens the record summary for the first time.
Additionally, I want to record the time when the summary was first accessed.
Is there any way to achieve this?
One possible solution that I thought of is displaying a button to start the process model when the summary interface is launched.
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Hi Tejas,
Can you help with below questions.
1. Does use perform Any action after click? 2. If this is just for readonly , any specific reason the process model needs to be triggered?
3. Once the summary interface is launched, any specifc reason to use button instead of related action?
Though this is not a right solution, this needs to be customised as per your requirement, build a grid which is similar to record summary view and on click of the link use starprocess link and start the process.
karthikkanjerla
1. The user can see the summary screen and other related actions on the record2. As mentioned we need to capture the record that has been opened.
tejas_n said:We want to capture the date and time when the user opened the case form record read-only grid as per business criteria rules will send out notifications and other things.
3. As related action will be done by a user we can't fully rely on them if they don't use related action
we have to force the user to click the button and capture the time before they see the record
if the user opens and doesn't click related action to capture time (this will break the use case )
karthikkanjerla said:Though this is not a right solution, this needs to be customised as per your requirement, build a grid which is similar to record summary view and on click of the link use starprocess link and start the process.
Yes this is not the better solution as it will consume resources of appian
tejas_n said:But trying to minimise the clicks of user not to add like click to view record on the interface