Records

Hello everyone, In the recent update (version 26.1), we received a feature that allows us to create sync-enabled record types using a view as the data source. However, the Sync smart service is not working with this type of record. Is this an Appian limitation? If yes, how is a sync-enabled record useful in this case? I am aggregating some information in a view and displaying it on the site, and I need up-to-date data. Therefore, I cannot rely on incremental or manual sync. Could you please suggest an appropriate approach?

Hello everyone, I want to understand how a grid field works when using a sync-enabled record as the data source. Let’s say I have 100 records. If I display 10 records per page, there will be 10 pages in total. Now, when I click on the Next icon in pagination, will the grid make a separate call to the database to fetch the next set of 10 records, or will it use Appian’s cache memory to display the data?

Issue Description On clicking the "Show Export Button" in the read-only grid, we are receiving a 403 – You do not have permission to view this page error. Details The grid is configured using a Record Type as the data source. Current data volume: 1038 rows. Number of columns: 32 columns. Request Could someone please help identify the root cause of this issue and suggest how it can be resolved?

I have a record type with following releation Request Master (one to one) Payment Request (One to One) Invoice Header (One to One) Invoice Payment Info but getting following error Unable to write to or delete from the source due to a data integrity violation.Error Details: Violation of UNIQUE KEY constraint 'UQ_PAYMENT_INFO_HEADER_INVOICE_ID'. Cannot insert duplicate key in object 'dbo.INVOICE_PAYMENT_INFO'. The duplicate key value is (21769). Not sure why its throwing duplicate key as the ID PK attribute is blank

Hi Appians, I noticed that I am able to create multiple record types with the exact same name. I tested this with both the same data stores with same/different tables from database, and the record types were created successfully without any validation error. This raised a few questions: Is it expected and valid behavior for multiple record types to share the same name? If duplicate names are allowed, what is the intended use case for this design? When configuring integrations, mappings, or other features that reference a record type, how can users reliably identify which record type is being used if multiple record types have the same name? Is there an internal unique identifier that the platform uses behind the scenes, and should users rely on that instead of the display name? (Other than UUID) I would appreciate any clarification on the expected behavior and recommended best practices. Thank you.

Hi, I see below error while creating a record, Unable to write to or delete from the source due to a data integrity violation.Error Details: (conn=141783) Duplicate entry '3' for key 'SURVEY_PROPERTY_ID' There is no key ""SURVEY_PROPERTY_ID" available in either DB or Record The counter seems to increase every time I try to write to record. But always shows the same error. Thanks in advance

Hi Team, I have a base record type and I configured multiple grids using that same record. In the grid, I am using the export/download option to download the records. However, when the file gets downloaded, the exported file name/display name is showing the Base Record name instead of the configured Record Label. My requirement is: The exported file should display the Record Label or grid-specific name It should not show the Base Record type name Could anyone help me understand: Why the export is taking the Base Record name? Is there any way to customize the export file name or make it use the Record Label? Is this expected Appian behavior or is there any workaround available? Thanks in advance!

Hi, I have list of maps in a local variable . I am using it in grid field . I need to apply sort to the columns. Sorting is supported only when the data is from query entity or record. Is there any workaround where we can manually apply sort to the grid when the data is a list of map. Sample code.a!localVariables( local!data: { a!map(id: 1, uin: 234, count: 5, ), a!map(id: 2, uin: 232, count: 5, ), a!map(id: 3, uin: 28, count: 5, ) }, a!gridField( data: local!data, columns: { a!gridColumn(label: "ID", value: fv!row.id), a!gridColumn(label: "UIN", value: fv!row.uin), a!gridColumn(label: "COUNT", value: fv!row.count) } ) ) Can you please help me with the sorting 

I want to calculate cycle time -difference between received date and closed date in days which includes only business days Exclude weekends and public holidays  Using recordtype-new custom record field I wanna to achieve as I need to use in process hq reports Thanks, Priyadharshini. S

I want to calculate cycle time -difference between received date and closed date in days which includes only business days Exclude weekends and public holidays Thanks, Priyadharshini. S

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

I have a document generation use case in Appian where I maintain a Request table and a separate Letter table that supports multiple versions of documents per request. For each letter version, I store selected template components such as header and footer (single selection) and multiple paragraphs, which are mapped through a separate association table to maintain order. These templates are stored in reference tables and contain placeholders in the format [placeholderName], which can appear anywhere within the text. In the first task, users select the required header, footer, paragraphs, and optional sections like privacy policy or guarantee content, and those selections are saved against the letter record. In the second task, based on the selected template content, I combine all the text and  for each placeholder I need to fetch values from different data sources (for example, customer name from a customer table, address from another table, sender details from a user table, etc.),

Hi, I am using Query database smart service in the Process model to get the data from the external data source which is in DataMart. Due to some access restriction, we were not able access external database. So, we have added the source in the admin console, and we are using it in smart service. I am getting 1000 rows of data, and I am storing it in a Process variable which is of CDT type. I want to fetch all the rows like I have more than 4000 rows of data. But I am able to fetch only 1000 rows. Is there any way to fetch all the rows. This is my current configuration. We need to display the data in an interface grid which will be viewed in Site

I am creating a user filter,for completed by we have stored the value in userId ,while showing in record list using user function ,I need to sort the filter options.Is there anny possible way can someone help me For the below example let's say,I want to sort the usernames in alphabetical order. a!localVariables( local!acctExecs: getdistinctusers(cons!ACCOUNT_OWNERS), a!recordFilterList( name: "Account Executives", options: a!forEach( items: local!acctExecs, expression: a!recordFilterListOption( id: fv!index, name: user(fv!item, "firstName") & " " & user(fv!item, "lastName"), filter: a!queryFilter( field: recordType!Customer.fields.AccountOwner, operator: "=", value: fv!item ) ) ) ) )

I have a requirement to show the hyperlink when exported to excel from record grid . The associated DB column has a either a DOC Id or a url . By exporting ,few fields are shown as desired (both label name with hyperlink), few are just shown with with label and no hyperlink and few are entirely skipped to show the excel. I have the following sample code.. Is something wrong here? a!gridColumn( label: "File Name", value: a!linkField( links:a!safeLink( label: fv!row['recordType!record.fieldname], uri: if( left(fv!row['recordType!record.docImage], 10 ) = "[Document:", document( todocument(fv!row['recordType!record.docImage]), "url" ),fv!row['recordType!record.docImage] )), showWhen:a!isNotNullOrEmpty(fv!row['recordType!record.docImage]), showwhen:false exportWhen: true, align: "START" ), Thanks

Hi , I have two buttons in summary view first insured and second insured. First insured they can add task and even second insured  they can add  tasks will get in summary view. After clicking on second insured tab, it is going another page there backtosummary link is there but when i click on backtosummary it is going to first insured tab . i have handled through logic in interface level it is working fine but when i check in site level it is not working because there policy to task table has one many relations so selected task id not getting but rv!record. how can i get selected taskid and i need to pass to rule input of summary page.

I have two records, Record A and Record B, with a one-to-many relationship between them. I need to add a filter on Record A based on a column in Record B called Products. When the user selects “None” in the record filter, Record A entries with null values in the Products field should be returned. However, for some entries, Record A does not have any corresponding rows in Record B. As a result, although the related column Products appear with null values at the interface level, they are not returned when filtering at the record level. Any suggestions other than data fix?

Hi , I have two button with 1st insured and 2nd insured in summary page ,so when i select 2nd insured tasks it will open in another page there i have backtosummary record link . when i click on backtosummary it is navigating to 1st insured but it should be 2nd insured button. it is working in interface level and site level it is going to 1st insured button. i have attached how i configured summary view.. how to i get selected taskid so that i can to interface through the summary but here i am getting taskid because of one many relation. i need a suggestion how can i pass selected taskid from summary and please give me any other solutions if u have any

I need the related information to be filtered with a date from the main record. It is possible to create the following query: a!queryRecordType( recordType: 'recordType!CCMV_GP_RT_Persona', pagingInfo: a!pagingInfo(startIndex: 1, batchSize: 1), relatedRecordData: { a!relatedRecordData( limit: 1, relationship: 'recordType!CCMV_GP_RT_Persona.relationships.Historicopersona', filters: { a!queryFilter( field: 'recordType!CCMV_GP_RT_HistoricoPersona.fields.fechaactualizacion', operator: "<=", value: 'recordType!CCMV_GP_RT_Persona.fields.fechaBaja' ) } ) }).data I need to retrieve from a person's historical information the first record that is earlier than or equal to the person's termination date. Gives the following error: Expression evaluation error at function a!queryRecordType: Invalid record field type mapping. No

Data base table security or permission to query data from table, Do we actually need permission to actually retrive data from database table into Appian query entity/record?, what is the basic permission required...? ,

Hi Team,I have a requirement to export more than 100 columns of data into an excel file. Since we have a limit of 50 columns in export data store entity to excel, I am unable to achieve this functionality directly. Can anyone please suggest the approach of achieving this functionality? Thanks!!

I have record A and a record B on same source table but using different sync filters, all the DB writes and updates are happening through record A, so it is holding all the updated values, but record B is not getting synced to update the latest values.I tried establishing one to one relationship between record A and B, using same primary key, but still sync doesn't happen. Is there any other way to sync the record B whenever an update happens to the source table through record A?

Im using event history in my grid ,My event history data has more than 40 records which event type and pagination can be used.I saw the limitation of 100 records in full list Wif there are more than 100records how we can manage. When the user clicks the next page its not working.  Please suggest better solution for this scenario If more than 100 records needs to be displayed in eventhistory lis how we can configure. Thanks, Priyadharshini. S

Hi Dears, I am receiving Below Error while Viewing record data view All the Record Types. The Requested Record Type Is Not Available Expression evaluation error [evaluation ID = MFH3P] at function a!recordList: Type RecordType constructor passed 17 fields, but expected 50 fields (APNX-1-4198-000) Though the records are successfully crated, data is inserted in the table and no integrations in place.