Records

Hi, my use case is I want to provide an excel template for users to download and fill out. Some of the information the user is filling out is dependent on data in a ref table that updates occasionally, so before the user downloads the document, I run Export Data Store Entity to Excel smart service in a process to update the document, so when the user downloads the document, it'll have the most updated ref data. Here's the issue I'm running into - the excel template has two sheets: - Sheet 1 is where the user fills out info. This sheet has data validation rules to make it more user friendly, most notably vlookup functions and data validation dropdowns that pull from Sheet 2 - Sheet 2 is where the ref data lives, and what the Export Data Store Entity smart service updates However, after the smart services runs, the excel template that gets generate has no data validations - no dropdowns or excel functions. I'm imagining even though I'm only having the smart service up

Hi! I’m new to appian, and I have been trying to make the read-only grid for a record type list refresh after every record action.I tried using refreshAfter: "RECORD_ACTION", but it’s not working and tried using local variables and a!refreshVariable() but neither is working, I think the issue is the list refresh is faster than the action process model, so it takes the old values when refreshing not the new ones.I also tried enabling chaining in the process model but didn’t work.is there any other ways? or is there a guide to optimizing expressions and process models to make it faster?

I want to export to excel record grid which is having more than 50 columns what functionality I can use 

Hellooo! Does anyone know what might be causing this issue? We're currently facing this predicament in the entirety of our environment.  Is there anything we can do in Appian to address this? Help would be gladly appreciated.

I have a grid in a Record View. When a user clicks on a ID, I want to display the corresponding record details in a dialog box (popup) instead of navigating to another page. Is this supported in Appian 26.9, and what is the recommended approach?

Can a user who does not have other application access will be able to view it data which needs to be just show in the front end?

Hi everyone,  We are currently analyzing the performance of record views in our application to understand what contributes to the overall record view load time beyond the interface itself. During our analysis, we observed that the interfaces configured for the record views perform well when tested independently (around 2 second). However, when the same interfaces are rendered as record views in a site, the overall load time increases significantly (around 4 seconds), with an additional 2–3 seconds spent during record view loading. This isn't isolated to a single record view—we're seeing the same pattern across multiple record views. We also notice that the additional delay is more pronounced in Production and higher environments than in DEV, which makes us wonder whether larger data volumes or other environment-specific factors could be contributing. Fun fact is DEV has more data volume than PROD. So its weird. Maybe its Infra issue? We're trying to un

I am having request to create new custom schema and export the data from default Appian schema   I too see some above recommendations in the earlier discussion, based on my analysis i found below solutions like  1) we can rename existing Appian table to new schema.table name which would move all the existing Appian table to new schema with out breaking its existing links RENAME TABLE  appian.my_table TO target_schema.my_table; 2) we can then use Appian default capabilities to change the source table in the corresponding records  via GUIIs this solution Okie to use , will it have any negative impact to look out ?, or do u have any other easy recommended way of doing this in appian ?

A service backed record syncs data in batches but its behavior is inconsistent, any idea where to check the logs what exactly its passing for each batch or any api calls its doing to fetch the data during run time?

HI everyone, I’m having a nested CDT that takes quite some times to query data. Thus, I though replacing it with query sync records using relationships between them can be a more time efficient solution. Below is how my record query looks like: a!queryRecordType( recordType: 'recordType!AAA CF Check List Instance SR',filters: a!queryLogicalExpression(operator: a!defaultValue(ri!filterOperator, "AND"),logicalExpressions: ri!logicalExpression,ignoreFiltersWithEmptyValues: true,filters: append({a!queryFilter(field: 'recordType!AAA CF Check List Instance SR.fields.isactive',operator: "=",value: ri!isActive),a!queryFilter(field: 'recordType!AAA CF Check List Instance SR.fields.checkListInstanceId',operator: "in",value: ri!id),a!queryFilter(field: 'recordType!AAA CF Check List Instance SR.fields.checkListId',operator: "in",value: ri!checklistId),a!queryFilter(field: 'recordType!AAA CF Check List Instance SR.fields.entityId',operator: "in",value: ri!entityId),a!queryFilter(field: 'recordType

 Hi all,Has anyone run into this with record list export where record has a column type Translation String field?I have a record type where one of the columns (e.g. `Label`) is of type Translation String. When I use the standard Download option on the record list, the export fails with:Query has failed: Cannot invoke "java.util.Map.get(Object)" because "translationProperties" is nullA few important details:- The record list itself renders fine in the UI; only the Excel/CSV download fails.- The error happens even if:- The Translation String column is not selected as a visible column on the record list, or  - The current filter returns only rows that don’t have Translation String values.- I see the same behavior on another record type that also has a Translation String column.It looks like the export logic is trying to read some internal `translationProperties` metadata for the Translation String field and finds it `null`, but I’m not sure what in the configuration would cause that.Has a

All the process variables currently contain null values:pv!currentCase pv!redeemedLoans pv!amortizationWe are using the following expression to exclude null values:reject( a!isNullOrEmpty(_), { pv!currentCase, pv!redeemedLoans, pv!amortization } )However, when all process variables are null, the expression returns an empty list, which causes the error. The input “Records” must not be null or empty.Is there an alternative way to configure the XOR gateway that it skips the write operation when all values are null?, since i dont want to increase number of node by adding xor gate ?

Hello, I'm trying to write a record event with specific data of the changed record, using record event as an audit table, but I'm not sure how to get the data of a specific record when I'm writing multiple record in the same node, there is any clue on it?

Hi,I’m working on a proof of concept for handling concurrent user updates using optimistic locking with a @Version field.This works well when using CDTs/Data Store Entities because Appian/Hibernate can use the version column to detect when a record has been updated by another transaction and prevent one user from overwriting another user’s changes.For synced Record Types, however, it does not appear that there is currently equivalent support for a version field that can participate in optimistic locking during record writes.Are there any plans to support @Version-style optimistic locking for synced Record Types / Write Records?The use case is to prevent lost updates when multiple users open and edit the same record at the same time, while still allowing us to detect conflicts and provide a merge/resolution experience to the user.If this is not currently planned, is there a recommended Appian-native pattern for implementing optimistic concurrency with synced Record Types?Thanks!

Hello everyone,  I have a table with several fields 'year_field' and 'month_field' forming the table's primmary key. It's mandatory that the fields remain as primary key. When I do that, Appian doesn't allow you create record or cdt associated with the data store. I have come up with a solution, but it might not be the optimal one. I will show it to you just in case either you have something to add or different way to make it better. The idea is to create a procedure to write, update and delete data in the table. Instead of using 'Write Record' node, the procedure would be triggered based on the operation you want to perform. For reading purposes, I have thought to create a 'Materialize View' where the view includes the primary key. That is my solution. If you have a smarter way to do this, please let me know. King regards and thanks

 We have a form called in the record action , a new row is added when the form is submitted in a grid. Based on the grid values we are displaying a card for above the grid for achievement rate. But card is refreshing with the current achievement rate only after manually refreshing page or switching tabs,its not updating immediately after this record action is completed.Where as for editing grid values and saving we are using a save button which is updating immediately after the process completion.How to solve this issue?  

I am using a!eventHistoryListField() with comments enabled and the mentionableUsers parameter so that users can @mention colleagues in record event history. However, in our production environment end users do not have access to Tempo at all. They only use Sites.The problem:When a user is mentioned in the event history comments, Appian automatically sends the built‑in @mention notification email. The link in that system email takes them to Tempo → Record → Summary, not Site → Record → Summary. Since they have no Tempo access, clicking the link results in an error. We would like to keep the @mention search/picker behavior, but: Either replace the built‑in @mention emails, or Use the mentions only as a way to identify users and then send our own custom email with a Site-based record URL. ( with no automated emails)  

I am currently facing an issue where record actions configured at the interface level are completely inaccessible.Security settings: Checked and verified,all configurations appear correct.This behaviour started occurring within last few days.Has anyone else faced this recently?(For workaround  we have set “securityOnDemand “ parameter to false to all recordActionFields which are using at interface level) 

Hi everyone,We're using the native Export to Excel feature on a records-powered read-only grid, and we've noticed that export time increases significantly as the number of columns grows, even when the row count stays roughly the same. I wanted to check with the community on a few points: Does the native export re-execute the underlying query? When a user clicks "Export to Excel," does Appian re-run the same query that populates the grid (re-fetching data from the data source), or does it reuse the dataset that's already loaded/paginated in the grid? Where can we check logs for this? Is there a specific log (e.g., tomcat-stdout, application server log, or a dedicated export log) where we can see the actual query being run during export, along with timing/duration details? We'd like to confirm whether the slowdown is on the query side (DB) or on the Excel-generation/serialization side (building the workbook itself). Thanks in advance!

Today all my query entity started giving below error suddenly even I tried with batch size 2 Not sure if this is an issue in DB or in appain. connected system is getting verified  Expression evaluation error at function a!queryEntity_22r2 [line 21]: An error occurred while retrieving the data. Details: Unexpected error executing query (type: [MRCPFCompanyDT63035], query: [queryentity expression], order by: [[Sort[defaultOrder asc]]], filters:[(active = TypedValue[it=26,v=1])])

Hi, I need help understanding why record sync is not occurring when using the "Write to Datastore" smart service in one environment, while the latest data appears in the records in another environment. In the environment where sync is not happening, a manual sync is required to view the latest data. Can someone help me understand the cause of this issue?

Hi All,I need to show some details when i place cursor on the sample id which is a clickable link .Is it possible to show tooltip for a record action Field function or are there any other alternates.a!gridColumn(label:”Sample Id”,value:a!recordActionField(display:”LABEL”,style:”LINKS”,openActionsIn:”NEW_TAB”,actions:{a!recordActionItem(action:recordType.task,identifier:index(fv!row,sampleId,null)})

Hello Appian Support Team,I am using the Appian Community Edition environment for learning.When I try to create a new Record Type using the “From Scratch” option, I receive the following error:“The data source cannot be reached or its configuration is invalid. Please contact your system administrator.”Could you please check whether there is an issue with the database/data source configuration in my environment?I would appreciate your help in resolving this issue so I can continue with the learning exercises.Thank you.

The related actions are not working, when I click on it is showing the loading icon, but they are not working as expected and not displaying the list of related actions. 

Hi,Could you explain me why the mix of relationShips and fields in “index/value”, does not work in a a!update() function  please ?Do I have any other choice but to call 2 consecutive a!update()?/* Works fine: */a!update( data: local!data, index: { recordType!Project.fields.createdBy, recordType!Project.fields.createdOn } value: { "my.user", now() })/* Works too: */a!update( data: local!data, index: recordType!Project.relationships.Document, value: local!docs)/* Does not work: */a!update( data: local!data, index: { recordType!Project.relationships.Document, recordType!Project.fields.createdOn } value: { local!docs, now() })Regards