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sivanagamalleswarit0001
sivanagamalleswarit0001
Inspiring
August 31, 2023
Question

Create View using Sync Record Tables

  • August 31, 2023
  • 18 replies
  • 1 view

I have 3 different Records and respective tables where SYNC is enabled.

Now, i want to create a view on top of these 3 tables and export to excel or use it any other workflow.

I am not planning to query view using queryentity or queryrecord etc but i use SQL Statement to get required data and populate on excel in PM.

If not view, I am left with stored procedure which is the least option in the list.

Question: Can i create view on top of synced records/tables in first place? All the resources says that i cant (if i query on it using queryentity or queryrecord) or in general etc..

If not what is the work around?

    18 replies

    mathieud0001
    mathieud0001
    August 31, 2023

    You can create a view on any tables even if they are synced in Appian.

    You just won't be able to create a Record from that view.

    sivanagamalleswarit0001
    sivanagamalleswarit0001Author
    Inspiring
    August 31, 2023

    Yeah i probably don't need a record at the moment. Thanks for the response, very helpful

    J
    juergeng0002
    August 31, 2023

    Creating a view of synced records is possible. There is only one restriction to consider: If you have defined custom fields for those records, they are not reflected in the database tables and therefore not included in the view.

    sivanagamalleswarit0001
    sivanagamalleswarit0001Author
    Inspiring
    August 31, 2023

    Totally makes sense, thanks a lot for response.

    peter.lewis
    peter.lewis
    Employee
    August 31, 2023

    Can you clarify why you even need a database view? You could create a grid that combines data from each of those sources and you would be able to export to excel without needing to do anything in the database.

    sivanagamalleswarit0001
    sivanagamalleswarit0001Author
    Inspiring
    August 31, 2023

    I have about 100 columns need to export, and data is present in multiple tables which need to be exported. I also contains many-to-many relationships on these, which i never tried on modern/sync records.

    When you mean Grid, is it this one??

    If so, we add relationships between all tables and get data from one??

    peter.lewis
    peter.lewis
    Employee
    August 31, 2023

    Yeah you can use the edit list or you can just create a grid and put it on any interface: docs.appian.com/.../read-only-grid-configuration.html. You can pull back related data as well by just specifying the related fields you want to use.

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