Query the Data using CreatedOn fileds using Grouping

RE: Query the Data using CreatedOn fileds using Grouping

EREN_YEAGER — Thu, 30 Jan 2025 07:35:25 GMT

docs.appian.com/.../custom-record-fields.html

RE: Query the Data using CreatedOn fileds using Grouping

EREN_YEAGER — Thu, 30 Jan 2025 07:32:57 GMT

you can create custom record fields in your base record, where you'll be able to store values such as 1,2,3 for quarters or weeks, for eg :

then you can group on those custom record fields to get the result for quarters or weeks

RE: Query the Data using CreatedOn fileds using Grouping

walterw169618 — Thu, 30 Jan 2025 07:05:33 GMT

can you tell in elaborate

RE: Query the Data using CreatedOn fileds using Grouping

Konduru Chaitanya — Thu, 30 Jan 2025 06:13:55 GMT

[quote userid="300376" url="~/discussions/f/rules/38424/query-the-data-using-createdon-fileds-using-grouping/144907"] how about week and quarters[/quote]

I would recommend creating custom record fields and using these values for grouping

RE: Query the Data using CreatedOn fileds using Grouping

walterw169618 — Thu, 30 Jan 2025 05:42:34 GMT

I tried in Query Edited i got it for month and year how about week and quarters

RE: Query the Data using CreatedOn fileds using Grouping

JayaPrakash Ravipati — Thu, 30 Jan 2025 05:19:34 GMT

use the aggregations to group the records using the queryRecordType()

RE: Query the Data using CreatedOn fileds using Grouping

EREN_YEAGER — Thu, 30 Jan 2025 04:50:23 GMT

When the Field type is of type Date,Date and Time or Time, we can use the Interval parameter of a!grouping function, in which we can provide values such as "YEAR","MONTH_TEXT" and etc to group the data based on desired interval.

a!grouping function goes in the a!aggregationFields function.

RE: Query the Data using CreatedOn fileds using Grouping

Konduru Chaitanya — Wed, 29 Jan 2025 19:10:05 GMT

[quote userid="300376" url="~/discussions/f/rules/38424/query-the-data-using-createdon-fileds-using-grouping"]i want to hit this rule only once to get all of this data in a stretch [/quote]

For this to happen you would need to write down the query. As Stefan mentioned you can try using the query editor in the expression rule.

Under the query editor you will have aggregate records option and once you click you can chose on what fields and criteria you would want to aggregate.

docs.appian.com/.../query-editor.html

RE: Query the Data using CreatedOn fileds using Grouping

Stefan Helzle — Wed, 29 Jan 2025 17:48:01 GMT

Did you try to use the query editor in an expression rule using a!queryRecordType()?