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Known Participant
August 18, 2026
Question

Passing Context Information to a Record Action Create Form

  • August 18, 2026
  • 4 replies
  • 29 views

Hello,


I would like to ask about passing context information from a shared interface to a Record Action create form.


Background

We have a common Record Type that is shared and used by multiple applications.
We created a common maintenance interface for this Record Type.

  Interface: COMMON_recordTypeMaint

Each application embeds this common interface to manage its own records.

  Interface: APP_recordTypeMaint

For example:

  COMMON_recordTypeMaint(
    appName: "APP1"
  )

The calling application passes its application name (appName) to the common interface.


Requirement

Within COMMON_recordTypeMaint, users can create, update, and delete records.

When a user clicks Create, a Record Action is used to open the create form for the Record Type.

The Record Type contains an appName field, and we would like this field to be automatically populated with the appName value that was passed from the calling application.


For example:

APP_recordTypeMaint

XCOMMON_recordTypeMaint(appName: "APP1")

Create Record Action

Create Form opens

appName field is automatically set to "APP1"


Question

Is there a supported way to pass values such as appName from a parent interface to a Record Action create form?
If not, what would be the recommended approach to achieve this requirement while still using Record Actions?



Thank you for your assistance.

 

Best regards,
Keizo Watsuji

4 replies

mathieud0001
Brainy
August 18, 2026

No way to pass runtime context to the Record Action unless that data is already in the Record somewhere.

There are basically 3 ways you can do this:

  1. Inline form
  2. Start Process
  3. URL parameters
stefanhelzle0001
Brainy
August 18, 2026

No

This is not how Appian works.

mikes0011
Brainy
August 18, 2026

On any arbitrary interface you can always make “fake record actions” or what we brand as “Quick Actions” in our app, which work much the same way (but are limited from using some of the Related Action specific functionality sadly), by utilizing Start Process Links and passing in whatever data you like from that interface.  This approach obviously has its own pros and cons, but might be the only (or at least strongest) feasible workaround allowing you to accomplish this use case.

The Expression Guru
Known Participant
August 18, 2026

Hi Mathieu, Stefan, Mike

Thank you for your prompt reply.

I understand that there is no way to pass runtime context to a Record Action.

We will pass the context through the database instead.


Thank you for the clarification.