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May 31, 2023
Question

From the Summary View, How do I move between dataset records without having to go back to the list view first?

  • May 31, 2023
  • 7 replies
  • 0 views

I'm having to make edits to every record in a record type. 

When I click on the first row of data - it takes me to a summary view, and I can now update the information without having to click on the Related Actions first (thank you for that btw)

However once I've edited my record I want to go to the next record in the dataset. 

Is there a way I can include a "next / back" function so that I don't have to keep going back to the list view first?

    7 replies

    mathieud0001
    Brainy
    May 31, 2023

    This is not a OOTB pattern supported in Appian but technically you could put a record link on the Record summary view that points to a next record. You would have to do a query to get the next id. Hopefully, you can match the ordering that you have on your list view.

    Here are the docs for the Record Link: [View:https://docs.appian.com/suite/help/23.2/Record_Link_Component.html:0:50]

    stefanhelzle0001
    Brainy
    June 1, 2023

    This seems to be some kind of mass-editing scenario. Why not include the editing record actions directly into the list?

    harshitb6843
    June 1, 2023

    I think adding the recordAction in the list will impact the performance. It might not be as performant as it will be without it. 

    Moving to the next record has only one challenge. How do you know which column has the user sorted on and which way. If yo are able to identify that, then you can just apply the same sorting, query the record and get the next or previous element,