Hi! I´m trying to create a complete invoice in two steps:
Step 1) First interface in which the user enters headboard values (id, total price, supplier, etc). The data is saved in Record Type 1
Step 2) Second interface in which the user enters the invoice lines (editable grid). Also, I want to link some of the fields of the previous interface, such as the supplier name or the invoice id. The data is saved in Record Type 2
I´m linking both interfaces in the following process model (I´m only showing the left part, in the right part I make some checks with logic doors and write the records to the database. The process without the invoice lines works correctly, now I´m just introducing the invoice lines to the process)
The problem I´m facing is that I´m not able to pass values directly from one interface to another, putting them on a text field. I´m trying to do it this way with a text field:
Display value: rule input which refers to the previous interface data uploaded (Record Type 1)
Save input to: rule input to save the values into the Record Type 2
I don´t know which are the best practises to link fields from different records and interfaces. Am I proposing it in a correct way? Should I use the relathionships I created between the records instead?
Thank you so much
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There is nothing like a "linking fields or values" in Appian. To transport data from one interface to the other, you store ALL required values to process variables in the first and then pass them to rule inputs in the second.
Most of this is described in this tutorial: https://docs.appian.com/suite/help/23.2/Process_Modeling_Tutorial.html
And I am pretty sure this is also covered in the academy trainings.