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February 9, 2022
Question

Opening record type action in dialog box is not refreshing the views automatically

  • February 9, 2022
  • 11 replies
  • 0 views

Hello All,

We have created a record type and some related actions. The related action is based on process model and process model is activity chained. When we configure this record actions using "DIALOG BOX" then after record action gets completed, The data inside summary view is not getting refreshed automatically. User has to refresh the page to get updated data. Does anyone has any idea as to why is this happening? Or is it something appians default behavior?

    11 replies

    mikes0011
    Brainy
    February 9, 2022

    AFAIK this is expected behavior, and is also the reason that a!refreshVariable()'s "refreshAfter" parameter can be set to "RECORD_ACTION" (though I haven't tried it recently to verify it will do what you're hoping, i'd try this first).

    The Expression Guru
    stefanhelzle0001
    Brainy
    February 9, 2022

    When this is a plain setup of a record, a record view and a record action, then my first suggestion would be: "Check chaining!". For everything else, I would need more details.

    mikes0011
    Brainy
    February 9, 2022
    For everything else, I would need more details

    I believe the "dialog box" style related action behaves differently w.r.t. chaining, compared to "traditionally" configured related actions.  Hence my suggestion above for checking the Refresh After setting.

    The Expression Guru
    danny.verb
    February 9, 2022

    Chaining behavior with record actions is consistent whether you open an action in the same tab or a dialog. You have to check 3 things:

    1. Are you chaining through the write to DS node in your process?
    2. Is your local variables configured as a refresh variables to refresh after RECORD_ACTION?

    3. Is your local variable using an expression rule? Within that expression rule, are you using a!localVariables() and making sure your variables always refresh? docs.appian.com/.../Local_Variables.html

    February 10, 2022

    Thanks everyone for your valuable feedbacks. I tried with "RefreshAfter" parameter and now the records are refreshing automatically after the action completes. Special thanks to [mention:b45a4f6a20b14a008e4e0ec732a8bf98:e9ed411860ed4f2ba0265705b8793d05]