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June 6, 2024
Question

Display a record view in an interface

  • June 6, 2024
  • 12 replies
  • 0 views

Hello!

We are using the submenus of the Appian sites (which only accept interfaces). We have a logic where, depending on the role of the user that accesses, when clicking on the submenu of the site you will see one thing or another:

  • Role A: You will see a list of customers (through a record). So far so good, we can put the record list in an interface
  • Role B: You will see directly the detail/view of your customer. Having only one customer associated, we want to avoid the double step of seeing the list of customers (where only yours appears) and click this customer. What we want is that when you click on the submenu, it takes you directly to the detail of this customer (similar to the functionality of a!recordLink).


Do you know if there is any option to do this? Thanks!

12 replies

venkatrea696188
June 6, 2024

Design it from interface not from site pages. Take a attribute that differs the roles use it in If condition

a!localVariables(
  local!isusermember:a!isUserMemberOfGroup(loggedInUser(),"Group"),
/*  or some other rule that defines the attributes your role*/,
  if(
    local!isusermember,
rule!gridxyz,
rule!Summarypage 
/*(pass the id of the single user)*/
  )
)

Something like this. 

June 6, 2024

The problem is I need to see the record view, not an interface, and that is what I don't know how to do

venkatrea696188
June 6, 2024

AFAIK directly launching record view is not possible as of now . 

sivanagamalleswarit0001
Inspiring
June 6, 2024

What Mike suggested seems fair. 

However if you still want to show recordview(summary for example), you can display all other tabs as relatedaction/custom links on that view/interface. 

For showwhen, you would follow similar condition provided by Venkat, and display your Default view.

To display other view which I assume can be converted to(richtextdisplayfields) and route them to those other interfaces/tabs. Even this would require some development effort. This will not display everything in 1 place.