Skip to main content
A
abinayav101640
Known Participant
January 5, 2024
Question

Hiding Appian Record Header in Related action View

  • January 5, 2024
  • 13 replies
  • 1 view

Hi,

I have link to record related action, however the view of the related action comes up with the record Header on top with Record Title, Summary, and other tabs.

I am looking for a way to hide the Record Header in related action view. Any help in this regard is highly appreciated. 

Thanks!

    13 replies

    M
    mathurambm639546
    January 5, 2024

    Hello Anjali,

    Instead of accessing the related actions from the 'Related Actions' view, you can enable users to access them through 'Related Actions shortcuts' on the summary or any other views. This approach eliminates the need to view the record header and title, and the related action will open in a dialog box.

    A
    abinayav101640Author
    Known Participant
    January 6, 2024

    Thanks for the response, however I think I was not able to explain my question.

    Let's say that I have a related action to update a record, I have an interface (suppose home page) where I created a "link to the record related action, and set it to open in new tab".

    See the image below for instance, here the Update case related action is shown in this grid.

    When the user clicks on 'UPDATE CASE', a new tab opens and the Update record interface shows up, however in this new tab, we can see the 'Record Header' on top along with Headers of all the views of that record like Summary, etc. Like this-

    The requirement is to hide the tabs from top of the page on Update Case interface. I hope I was able to explain the question.

    stefanhelzle0001
    stefanhelzle0001
    Brainy
    January 6, 2024

    Why would you want to navigate to the related actions view first? I my mind, it would make sense to open the related action directly from that button in your grid.

    rithanir5887
    rithanir5887
    January 6, 2024

    Hello AnjaliP,

    As Stefan mentioned, it would be better to perform your related action in the same page.

    But if you want to hide Appian Record Header you can try to disable the 'Default Views' in the Views of your Record Object. This may help to a certain extend. 

    Even then you will be getting your Record Title and the View Name. This you can handle by giving Null for both View Name when you create a view and in record title (switch to expression and give null value). I tried this way. This is working but you will still get the header with empty space when you click on your related action and open it in a new tab.

    A
    abinayav101640Author
    Known Participant
    January 7, 2024

    Hi Rithani,

    Appreciate your response. Although, I was looking for a whether Appian offers an option to hide the record view labels amd record header.

    I think if I have to do a workaround, it's more convenient to use a!startprocesslink().

    Terms & ConditionsAccessibility statement