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May 26, 2025
Question

Summary View in different Tabs

  • May 26, 2025
  • 2 replies
  • 0 views

Hi team,
There is one requirement where I have one record for which I have one summary view. In the summary view, I am maintaining 3 tabs: Request Details, Country List, and Audit History. Here, I am maintaining a site with 2 tabs.

In Tab 1, I want to show a grid, and upon clicking on the Request ID, it will open the summary page. In this tab, I want to show the Audit History section. However, if I click on a request in the grid in Tab 2, I want to show only the Request Details and Country List. Is this possible in Appian?

2 replies

stefanhelzle0001
May 26, 2025

You cannot pass parameters to views in a record. So, the answer is, no, not directly.

But, did you consider to embed interfaces in your site pages, instead of opening them in a separate tab? Depending on your overall solution design, this could be a better UX.

harshas2775
May 26, 2025

Directly in Appian its no possible. Depending on your use case we can help suggest some work arounds though!

For example, Is your use case driven by roles /security ? You might call the required views/tabs within summary using dynamic links instead of depending on record links if the two site tabs are segregated to maintain permissions. I can only guess what might be the intent behind this design. So these are my 2 cents.