Using the Records Tab

Overview

The Records tab in Tempo is where business data and process converge to provide users the information and agency they need to be successful. Unlike traditional records, or the records in your database, Appian Records are a new type of record from which you can see your business information from a number of different perspectives, and take action in the context of that information.

In this article, we're going to explain how you can access and use these new record types from Tempo. To learn how to create a record type for your business, see Create a Record Type.

Getting to the Records

From Tempo, click the Records tab.

In the above image, you can see some common record types you might find in an office-supply business.

To browse the records for a particular type, click on its name. This will take you to the record list.

Records List

The records list is simply a list of all records associated with that record type. The record list may display in a grid or a feed view, depending on how it was configured.

In the below image, you can see the same set of records displayed as a feed (left) and a grid (right).

When the record list is in a grid, you can sort by clicking on the desired column, and page through results from the record selector at the bottom of each page.

When available, you may reduce the record results with filters, as described in the following section.

Filtering the Records List

Record lists often come with filters to help you get to the records you're interested in. In the below example, our Orders record has two filters: Status and Order Total.

In either case, records can be filtered by clicking one of the filter options. Doing so will filter out all records that don’t meet the selected condition.

In the below example, the user selected Processing from the Status filter to see only in progress orders.

Record lists can have more than one filter applied to them. In the below screenshot, the user also selected $5,000 to $10,000 from the Order Total filter.

If you see a record you're interested in, you can click on any available links in its row. In a feed-style record list, you can click on the title of the record to view the record.

If you still don't see the record you're looking for, you can search for it by its title in the search box.


Record Views

Clicking on a record in a list takes you to a view of that specific record.

In the above example, you can see (A) the view tabs, (B) this view's related actions, and (C) the summary view.

The view tabs (A) will always have at least Summary, News, and Related Actions views.

Summary

The Summary view is the default view for any record. In the previous image, the summary view shows us a selection of information about a particular order.

Different record types will have different information about that record presented in the summary view. For the record type in the previous example, we can see the actual items ordered, the cost, information about when the order was placed, its status, the customer, etc.

News

Clicking on the News view shows us all news events related to a record.

The news view is an automatically-generated list of news entries related to this record. Any news entry with a record-link to this record will display in this list.

Related actions allow you to initiate actions that are related to the current record. For example, if you're looking at an order record, you might have a related action called "Update Order Status."

You can see all related actions for a record by clicking on Related Actions tab.

Related actions may also be found as buttons in the upper, right-hand corner of a particular record view. In the below image, you can see two related actions that are available from the Summary view.

Clicking New Request in the above image would take us to a form that would allow us to submit a new service request for the customer that placed this order. Or, we could click Update Order Status to make changes to this order.

Other Views

In addition to the default views, some record types may have other views available. Appian allows designers to create multiple views to provide even more depth to records. To learn about creating another view for a record, see Create a Record View.

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