Is there a way I can filter the data that I bring in as a part of each grid expression?

Mike over 10 years ago

Greetings. I have a question on how to. I have examined the Grid Tutorial, and have constructed a report with a grid that pulls records from my database. I have a record type constant that retrieves my data, and an expression rule that brings the particular data into the grid. This all works well. The problem that I have is that I want to bring back about 40 different grids depending on business units and data that I'm returning. Is there a way I can filter the data that I bring in as a part of each grid expression, or do I have to set up a record type to filter for each of these different data values, then a rule and a constant? There are two different data series for 3 business lines, so it could go up to 108 different record/rule/constant combinations....

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0 Jorge Sanchez
Appian Employee
over 10 years ago

Here's some documentation I created for creating a Grid using Queryrecord(). It leverages many of the rules in the Appian Common Objects Library:

How to quickly generate a SAIL Paging Grid using queryrecord()

*Create the "data" rule

The first step is to create an expression rule that defines the Data that will feed the paging grid:
1. If you don't have it already, create a constant with your Record Type.
2. Create a new expression Rule using the queryrecord() expression and the APN_querySelection() rule. It should take a single pagingInfo parameter of Any Type
3. In the APN_querySelection() rule, for the fields parameter, include a Text Array of all the fields you want in your grid. The field names must match exactly to the ones defined in the Record.

Example:
Rule Name: CRT_customerBasicData:
Description: Retrieves basic data for customers (doesn't include contact or location info)
Parameters: pagingInfo - Any Type
Definition:
=queryrecord(
recordType:cons!CRT_RECORD_TYPE_CUSTOMER,
query: rule!APN_querySelection(
fields: {"legalName","region","industry","sinceDt","licenseRevenue","servicesRevenue","status"},
pagingInfo: ri!pagingInfo
)
)
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0 Jorge Sanchez
Appian Employee
over 10 years ago

Here's some documentation I created for creating a Grid using Queryrecord(). It leverages many of the rules in the Appian Common Objects Library:

How to quickly generate a SAIL Paging Grid using queryrecord()

*Create the "data" rule

The first step is to create an expression rule that defines the Data that will feed the paging grid:
1. If you don't have it already, create a constant with your Record Type.
2. Create a new expression Rule using the queryrecord() expression and the APN_querySelection() rule. It should take a single pagingInfo parameter of Any Type
3. In the APN_querySelection() rule, for the fields parameter, include a Text Array of all the fields you want in your grid. The field names must match exactly to the ones defined in the Record.

Example:
Rule Name: CRT_customerBasicData:
Description: Retrieves basic data for customers (doesn't include contact or location info)
Parameters: pagingInfo - Any Type
Definition:
=queryrecord(
recordType:cons!CRT_RECORD_TYPE_CUSTOMER,
query: rule!APN_querySelection(
fields: {"legalName","region","industry","sinceDt","licenseRevenue","servicesRevenue","status"},
pagingInfo: ri!pagingInfo
)
)
Cancel
Vote Up 0 Vote Down

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