Question

Refresh Summary View

Forum|Forum|3 years ago
July 26, 2023
17 replies
0 views

Hi,

I have some refresh problems with a Summary View.
The View is composed of a dashboard (Record Type A) and a read-only grid (Record Type B). In the dashboard, there is a Customer Record Field (field C) aggregating Record Type B.
When I try to add a new record in the grid, the grid updates itself (so chaining should be ok), but field C doesn't unless I force manually the updating.
Any suggestions?

mikes0011

Brainy

I'm not sure, but by any chance, have you tried adding a "Sync Records" node pointing to Type B within the chaining after the new entry is added?

The Expression Guru

M

micheledariod0001Author

I tried but without success..The same result also when I tried to point the Sync Records node to Record Type A, because the refresh of Record Type B is ok and the field C is a Custom Record Field of Record Type A.

ignacio.moran

Could you share screenshots of your configuration for the custom record field? Thanks [emoticon:c4563cd7d5574777a71c318021cbbcc8]

stefanhelzle0001

Brainy

Seems like a normal UI refresh issue. There are a few situations in which Appian will automatically refresh data, and for some this does not work.

Did you try to change the refresh behaviour of the data for that "C" field?

M

micheledariod0001Author

I have only called back Field C in the Summary View. I didn't modify the refresh behavior.

stefanhelzle0001

Brainy

I do not understand what you mean with "I have only called back Field C in the Summary View."

On that view, you somewhere query the data you need to display the field you mention. I suggest to change the refresh behaviour of that query.

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