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naveenkumarr7411
November 23, 2024
Question

How to Display Latest Case Updates Dynamically in an Interface

  • November 23, 2024
  • 2 replies
  • 0 views

I’m working on an interface where I need to display the latest update for each case dynamically. Here’s the setup:

  1. Data Source:

    • A record type (HistoryCase) that logs all movements for cases.
    • Another record type (CASE) storing the status of each case.
  2. Goal:

    • Show the latest "Update" (LogText = 'Updated') for each case on a dashboard.
    • Exclude cases where the status is "Close."
    • Add filters for a specific date range (e.g., 2024-11-01 to 2024-11-30).
  3. Challenges:

    • How can I efficiently query and display this data in an interface, ensuring performance for large datasets?
    • What’s the best UI design pattern to display the results dynamically as the user applies filters?

I’d love your suggestions on:

  • How to structure the query for this use case.
  • Best practices for designing an interface that’s user-friendly and responsive.

2 replies

kumara0180
November 23, 2024

1) Have a proper pagination and only query the columns and rows which would be helpful to build the grid.
2) Use Appian's guided experience to build the basic structure of the interface and most of your issues should be sorted. 

naveenkumarr7411
November 24, 2024

[mention:d71dc0922a44411db41369c6058e69ad:e9ed411860ed4f2ba0265705b8793d05] I appreciate your suggestions—they're super helpful.

  1. For pagination, I’m planning to use QueryEntity to fetch the data. Do you have any tips for structuring filters effectively, especially for things like status and date range?

  2. Regarding the guided experience, I’ve used it to set up the basic layout, but I’m still fine-tuning the dynamic updates when users apply filters. Any advice on managing real-time updates for larger datasets without affecting performance?