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July 19, 2023
Question

Linking a start form to summary page interface using process model.

  • July 19, 2023
  • 7 replies
  • 0 views

Hi team, So I have a requirement where in the interface if i click on the product name link in a grid it should go to the summary page interface. But it has to be linked through the process model. 

In the image above, the start form is the home interface. but when i start the process from the process model, it is opening a separate tab for the summary page which is not linked through the process model. So the process is still stuck in the start form. How do i configure the drillable link to open the summary page for that particular product using the process model? 

And the other thing is, the is a button link in the summary page which is visible only when a certain Boolean rule input is false. how do i set it as false as default in the interface itself? I was able to set the process variable false only in the process model before the process starts. 

7 replies

mathieud0001
Brainy
July 19, 2023

I would recommend using a record link or a dynamic link (master detail pattern) when you click on the item of the grid.

This type of approach will lead to all sorts of issues.

asade4977Author
July 27, 2023

Hi, Thank you for your response. I have tried doing the record link that you suggested. as shown below.

and when i tried to click the link its showing an error.

 

I had a summary view before like this

I even tried removing this and check. Still the error is the same. And all the security permissions are either admin or viewer.

How do i achieve what im looking for? and how do i implement this in the process model?

mathieud0001
Brainy
July 28, 2023

You can't. I am suggesting that you should not use a process model for this.

I was referring to a!recordLink directly from the interface in the Record View.

July 19, 2023

I can see that the activity chaining is missing in the process model. Make sure to chain the nodes between start node and summary page.

P.S. Record link are much better approach to navigate in the site

asade4977Author
July 27, 2023

Hi, Thank you for your reply. I tried the activity chain between the two of them and still its not moving to the summary page.

stefanhelzle0001
Brainy
July 27, 2023

"Hi team, So I have a requirement where in the interface if i click on the product name link in a grid it should go to the summary page interface. But it has to be linked through the process model. "

This is not a requirement! A process model in Appian is not meant to "link" (whatever this means) one interface to another.

To allow the user to navigate to a record view, use a record link. Period!

asade4977Author
July 28, 2023

Hi, Sorry im new to appian so i was thinking that for an interface to be connected to another interface and to be accessible in a site, I thought it has to be connected through a process model. So in the summary page if the user comments and submits then the task will be assigned to a new person. To create a task page i was thinking of creating a process report, So that's the reason i wanted to implement in the process model itself. 

On another note, like i mentioned above. Is there any way to set a boolean rule input in an interface as false by default? I tried but faced a lot of syntax errors so i used the process model to set the pv! as default at the start of the process.