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kevinf0003
May 30, 2023
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How do I update a record without using the related actions link?

  • May 30, 2023
  • 4 replies
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How do I get into edit mode to update a record without having to go through the Related Actions link first?

This is beyond crazy that Appian forces someone to perform an extra mouse click when there should be an option to put the update and delete links directly on the summary page. 

Why is this even a thing? There is no reason why your two most common dataset record actions require a completely separate page in order to access.

    Best answer by mathieud0001

    You can display them as buttons on any of the Record views.

    https://docs.appian.com/suite/help/23.2/record-actions.html#display-related-action-on-record-view

    Alternatively, you can also just point to them with a Record Action Field from your Record List.

    4 replies

    mathieud0001
    mathieud0001Answer
    Brainy
    May 30, 2023

    You can display them as buttons on any of the Record views.

    https://docs.appian.com/suite/help/23.2/record-actions.html#display-related-action-on-record-view

    Alternatively, you can also just point to them with a Record Action Field from your Record List.

      caroline.brautigan
      caroline.brautigan
      May 30, 2023

      Here's the documentation on the record action field that Mathieu mentioned: https://docs.appian.com/suite/help/23.2/Record_Action_Component.html

      You can call that from an interface to create various in-line editing experiences like the ones seen here: docs.appian.com/.../ux-record-actions.html

      harshitb6843
      harshitb6843
      May 31, 2023

      Apart from displaying them as buttons, you can also map them as shortcuts on the summary page itself, which would start showing up adjacent to the record header. You can find this setting in the Record Views. 

        stefanhelzle0001
        stefanhelzle0001
        Brainy
        May 31, 2023

        The most important reason for why certain design paradigms exist in Appian is, that Appian is about implementing process driven applications. CRUD operations on raw data is then something you do not do frequently.

        Read my blog post: https://appian.rocks/2022/12/05/make-software-conduct-the-process/

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