Question

Start Process Model on first time record summary is open

Forum|Forum|2 years ago
April 23, 2024
10 replies
0 views

I am looking for a way to activate the Process Model as soon as a user opens the record summary for the first time.

Additionally, I want to record the time when the summary was first accessed.

Is there any way to achieve this?

One possible solution that I thought of is displaying a button to start the process model when the summary interface is launched.

stefanhelzle0001

For what purpose?

konduruc733182

Hello [mention:ae9ebe781c79465582221db39f6b7db9:e9ed411860ed4f2ba0265705b8793d05]

How is this user going to open the summary? May be simply open this summary by a process if that is what you really want and write down the data if that is the first entry for that identifier.

But why?

tejasn0320Author

We want to capture the date and time when the user opened the case form record read-only grid as per business criteria rules will send out notifications and other things.

when the user clicks on the record link (dynamic links /record link on read-only grid ) we cant start the process model as per my analysis

So is any way to start process models when the user open interfaces at load

konduruc733182

In that case, you can have your summary interface designed in such a way that it triggers a process model and then displays the summary of the record.

On the first click your interface would check on the entry in the data base for that particular record, if exists it would show summary else it would show the button first on the interface which says "Click to View Summary" which would trigger a process and save a value into the local and display the summary.

an expression rule, contains to check the data and display the summary will fulfill your requirement.

karthikk538

Hi Tejas,

Can you help with below questions.

1. Does use perform Any action after click?
2. If this is just for readonly , any specific reason the process model needs to be triggered?

3. Once the summary interface is launched, any specifc reason to use button instead of related action?

Though this is not a right solution, this needs to be customised as per your requirement, build a grid which is similar to record summary view and on click of the link use starprocess link and start the process.

tejasn0320Author

[mention:35656ad056ed4a5a9a8091da482e69e9:e9ed411860ed4f2ba0265705b8793d05]

1. The user can see the summary screen and other related actions on the record
2. As mentioned we need to capture the record that has been opened.

We want to capture the date and time when the user opened the case form record read-only grid as per business criteria rules will send out notifications and other things.

3. As related action will be done by a user we can't fully rely on them if they don't use related action

we have to force the user to click the button and capture the time before they see the record

if the user opens and doesn't click related action to capture time (this will break the use case )

Though this is not a right solution, this needs to be customised as per your requirement, build a grid which is similar to record summary view and on click of the link use starprocess link and start the process.

Yes this is not the better solution as it will consume resources of appian

But trying to minimise the clicks of user not to add like click to view record on the interface

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