Question

Custom field to get next record id in the same recordtype

Forum|Forum|1 year ago
January 23, 2025
6 replies
0 views

hi,

I'm trying to create the custome field as screenshot below.

my goal is for the same task, preparer cannot be the reviewer. so I need the ID so I can filter the record out based on loggedInUser()

the criteria: same date, same task, different Stage

also it would be easier to change the status from Preparer to Reviewer.

Thanks,

stefanhelzle0001

Sorry, I cannot follow your explanation. Please provide more details and background.

K

kend0001Author

In the same RecordType, I have 2 records,

first record is for prepaper

second record for reviewer

they are both reviewing the same item id 1 (I call it task) is coming from another ref table

in order to make sure the preparer cannot be a reviewer. I want to creat the id of the first record to a new field in the second record and the id from second record to new field of first record.

stefanhelzle0001

I cannot think of a way how to do that using custom record fields.

But you mention "tasks". In my Appian world, tasks are user input tasks in a process, where assignment is directly controlled by that process. Implementing your requirement would be a breeze.

andrewh6762

If I've understood correctly you have a task table (In this example, taskId equals 1) and then off these tasks there are stages. The preparation and review stages need to be completed by different people but it sounds like the same group of people can both be preparers or reviewers but they can both prepare and review the same record.

Your objective is to not show the review stage to someone who has completed the preparation stage.

Assuming there can only be one preparer (ie. there aren't multiple preparation stages that can be completed by different people) then I *think* you could use the Aggregate Related Record Fields. I'd really need to play around with it to make sure but you could have a look.

The idea is you're saying give me the minimum of the stage ids associated with this task given the stage name is "Preparation". If it's guaranteed that there is only one preparation stage then you simple get the primary id of the preparation stage.

To reiterate, I'd really need to test if this works (ie. Now that you have the stage id of the preparation stage how do you translate into getting the username of who completed it. You can't aggregate in the same way to get the text value) and I'd question how this performs but it's a potential path to go down. I'd need to know much more to give advice on what a good way of doing this is!

konduruc733182

I don't think this is something you should be doing on the custom record field. This should be handled while you are creating the records and you can simply check the value against the Reviewer. Also I would like to know if for a different task number(Expample: Task column has the value 2) can the Reviewer mentioned here for the Preparation stage can be the reviewer for Review stage?

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