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ryand0377
January 17, 2024
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Possible to Open Create Record Interface from Action without Process Model?

  • January 17, 2024
  • 5 replies
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I have a very simple application that is just based on one record type that comes from an integration. Making the edit/view interface was a piece of cake. Now I need to make the create new record functionality, for which I can re-use the same interface for edit/view.

The issue is that I am unable to find a way to do this without creating a process model. I don't need all of the complexity of a process model. I can call the create integration from the save into in the interface. There is no work flow and I don't need to launch any kind of other process. Having a process model is WAY WAY overkill for this case.

How can I simply open the same interface with a blank record from the record list (via action or similar) with out needing the overkill of a process model?

Thanks

    Best answer by mathieud0001

    Should be pretty easy to do by using a dynamicLink to show/hide your creation form. Simply call your integration in the button saveInto and you're good to go.

    5 replies

    mathieud0001
    mathieud0001Answer
    Brainy
    January 17, 2024

    Should be pretty easy to do by using a dynamicLink to show/hide your creation form. Simply call your integration in the button saveInto and you're good to go.

      R
      ryand0377Author
      January 17, 2024

      How do I add a link to the record list? The only thing I see is custom actions, which require a process model.

      mathieud0001
      mathieud0001
      Brainy
      January 17, 2024

      You can't add it to the grid, you'll need another component over or under the grid.

      This might help: docs.appian.com/.../recipe-use-the-write-to-data-store-entity-smart-service-function-on-an-interface.html

      stefanhelzle0001
      stefanhelzle0001
      Brainy
      January 17, 2024

      I still recommend to create a process model. This is the easiest way to do that in Appian.

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