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July 22, 2025
Question

Changing a record field from single to multi dropdown - user filter implications

  • July 22, 2025
  • 3 replies
  • 0 views

Hi all,

I am working on an existing project that uses records, where I am used to CDTs. This project utilizes one central record type of "metrics" and each metric has metadata (fields), some of which is tied to other record types with one-to-many and many-to-one relationships.

I can't include pictures, so writing out the general set up in dummy code:

Record Type: Metric

Fields:

  • id / integer
  • metricName / text
  • ...
  • riskType / integer 

User Filters:

  • metricName /
    a!recordFilterList(...filter: a!queryFilter(field: Metric.metricName, operator: "="...))
  • riskType / Risk Type.value 

Record Type: Risk Type

Fields:

id / integer

value / text

The relationship: Metric.riskType = Risk Type.id 

The "Risk Type" field is a many to one record type relationship with the Metric record type, and is selected via the front end in a single dropdown. I would like to change this to a multidropdown, but was unable to change the field to take multiple integers. I created another text field to write the multidropdown to, which works with picking, saving to the db, and loading to the front end, but we have user filters, which doesn't work. How can I either alter the existing Risk Type field to leave the rest of the code, or make a user filter that can work for multiple selections? Is there any other way aside from manually splitting out the string of multiple dropdown selections and running each value through a record filter?

3 replies

harshas2775
July 22, 2025

With records you can configure user filters very easily for your use case. Actually for a many to one relationship Appian by default creates a multiple selection dropdown user filter when we add a relationship. So you shouldn’t split the strings and can use record based user filters. You can find steps to configure as well as few examples here. docs.appian.com/.../filter-the-record-list.html


Hope it helps!

ginao0001Author
July 22, 2025

In this case, the choice labels/values would come from the record type "Risk Type". How can I write a user filter that will query through the concatenated text IDs in the "Metric" record type?

harshas2775
July 23, 2025

why do you want to concatenate the ids rather than showing them individually in a dropdown and enabling users to select multiple risk types ids?