A record view is defined on the record type object and is composed of an interface that displays information from a single record to end users.
This page describes how to create a read-only interface that you can use in a record view for a record type.
If your record type has data sync enabled, Appian can help you quickly create a record view and generate an interface with the right data for your end users. Learn how to generate a Summary view.
This read-only interface will display the data in each record. To pass record data into the interface, you'll define a rule input and set the type to a record data type.
To create the interface:
In the Select a Template panel, under PAGES, click One Column.
Now that we have a rule input configured, let's add some test data to the interface. We'll configure a default test value to populate in our rule input. This test will simulate what happens when we connect our interface on our record type.
To add a test value to the interface:
For your rule input, enter an expression using
a!queryRecordType(). For example, to see record data from the Purchase Order record type, we would create an expression like this:
1 2 3 4 5 6 a!queryRecordType( recordType: recordType!Purchase Order, pagingInfo: a!pagingInfo( startIndex: 1, batchSize: 1 ) ).data
This expression will return a single record from the Purchase Order record type. If the Purchase Order record type had a relationship with other record types, we could reference the relationship in the fields parameter of a!queryRecordType to return related record fields as well.
Here's what our simple interface preview looks like with some test data:
Now you can add components to your interface and connect those components to the rule input you created.
To connect your components to your record type rule input:
Because you want the interface to display read-only values only, consider using a Rich Text component or a Text component set to Read-only.
You should only use record data types as rule inputs in interfaces that will be read-only. If you need to pass data from an interface to a process model, the same way you would for a record action, use a CDT as the rule input. See the Records Tutorial for examples creating interfaces with a CDT and with a record data type.
Now that your interface is ready, use it to define a record view for a record type.
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