Configure Record Events

This page describes how to configure record events to capture event data.

Overview

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To set up a new record events configuration, first consider the record events guidelines to help you decide what events to track and what features you need.

You can configure record events on any record type that uses a database as the source and has data sync enabled.

To configure record events:

1. Generate or specify record types to store event data.
2. Modify the Event History record type as needed.
3. Configure optional record events features:
   • Enable collaboration with record events.
   • Measure automation with record events.
4. Write events with the Write Records smart service.

Event record types

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To configure record events, you'll need the following record types to store your event data:

If you're setting up a brand new record events configuration or you want to standardize your event data, you can generate new record types to store this data.

Alternatively, if you have record types that already store this data, or you need to add a record type to an existing record events configuration, you can use existing record types instead.

Generate new event record types

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When you generate new record types to store your event data, Appian will also generate the underlying database tables for the new record types. The new tables will always be written to the same source used for the base record type. This source must be a MariaDB, MySQL, Oracle, SQL Server, PostgreSQL, or Aurora MySQL database.

To generate new record types:

1. In the record type you want to track events for, go to Events.
2. Click GENERATE EVENT RECORD TYPES.

3. Under Types of Events, specify the types of events that can occur in your business processes. Use the record events guidelines to choose which events to track. The event types will be written as values in the generated Event Type Lookup record type.

   Option	Action
   Include Common Event Types	Keep the Created records, Updated records, and Commented on records checkbox selected to automatically include these event types in the generated Event Type Lookup record type. If you are using record events to improve your business processes, do not select this option since it includes ad hoc events. When this option is selected: Appian will automatically configure any generated Create or Update record actions to write records and events. Any top-level comments on an event history list component will be automatically captured as a "Commented on Record" event type. If you've already configured or generated record actions before you configured record events, you will need to manually update your Write Records nodes in your process models to also write events. Learn more.
   Other Event Types	Enter any additional event types that you'd like to capture. If you included common event types, they will be automatically included with any other event types you enter. Enter each additional event type on a separate line and format them in the past tense. For example: Reviewed Order Approved Order Canceled Order Shipped Order Delivered Order

4. Under Record Type Names, enter names for the following record types:

   Record Type	Example Name
   Event History	Order Event History
   Event Type Lookup	Order Event Type
   Reply Thread	Order Reply Thread
   Subscriber	Order Subscriber

5. For Application, specify where you want Appian to create the new record types. This option only appears if your base record type is associated with more than one application and you have permission to view those applications.

6. Keep the Download database script checkbox selected to download an auto-generated database script when you click GENERATE. This script contains the SQL commands that Appian will use to create database tables for the new record types.

   Caution:  The auto-generated database script is not saved in Appian, so we strongly recommend downloading the script now and storing it locally.

7. Click GENERATE to generate the new record types and configure record events.
8. Click SAVE CHANGES.

Generated Event History record type

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Object security

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The generated Event History record type copies the group object security of the base record type. Generated record types do not copy individual user security.

Relationships

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When you generate an Event History record type, it has the following relationships:

The following diagram shows an example of the relationships between an Order record type and its generated record events record types:

Fields

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By default, the Event History record type contains the following fields:

Generated Event Type Lookup record type

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Object security

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The generated Event Type Lookup record type copies the group object security of the Event History record type. Generated record types do not copy individual user security.

Fields

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By default, the Event Type Lookup record type contains two fields. Appian does not recommend adding fields to this record type, because it's meant to serve as a lookup table for the Event History record type.

Generated Reply Thread record type

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Object security

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The generated Reply Thread record type copies the group object security of the Event History record type. Generated record types do not copy individual user security.

Fields

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By default, the Reply Thread record type contains the following fields:

Generated Subscriber record type

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Object security

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The generated Subscriber record type copies the group object security of the Event History record type. Generated record types do not copy individual user security.

Fields

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By default, the Subscriber record type contains the following fields:

Use existing event record types

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You may already have record types that store your event history and event types, and want to use those record types instead of generating new ones. You can easily configure record events using existing record types.

Once you choose your record types, you'll need to specify the fields to use for the User, Timestamp, Automation Type ID, Comment, and Event Name. These field mappings will allow you to write events from the Write Records smart service.

To configure record events using existing record types:

1. Review your existing Event History record type and Event Type lookup record type to ensure they have the necessary fields and relationships.
2. In the record type you want to track events for, go to Events.
3. Click USE EXISTING RECORD TYPES.

4. Configure the following Event History properties:

   Property	Value
   Record Type	Select a related record type to store all event data. The base record type must have a one-to-many relationship to this record type.
   User Field	Select a field of type User from the selected Event History record type. This field will store the users who complete each event.
   Automation Identifier Field	Select a field of type Number (Integer) from the selected Event History record type. This field will store the event's automation type. Make sure any existing data in this field corresponds to the list of supported automation identifiers. For more information, see Measure Automation with Record Events.
   Timestamp Field	Select a field of type Date and Time from the selected Event History record type. This field will store the date and time when each event occurred.
   Comment Field	Select a field of type Text from the selected Event History record type. This field will store user comments on the event history list component. For more information, see Enable Collaboration with Record Events.

5. Configure the following Event Type Lookup properties:

   Property	Value
   Record Type	Select a related record type to store the different types of events. The Event History record type must have a many-to-one relationship to this record type.
   Event Name Field	Select a field of type Text from the selected Event Type Lookup record type. This field will store the names of the different event types.
   Event Name for Adding Comments	Select a field of type Text from the selected Event Type Lookup record type. This field will store the event name to capture if a user adds a comment on the event history list component. For more information, see Enable Collaboration with Record Events.

6. Click FINISH to configure record events.
7. Click SAVE CHANGES.

Event History record type requirements

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The Event History record type stores who completed an event and when.

When selecting an existing record type to store your event history, make sure it meets the following requirements:

• The event history record type has a many-to-one relationship to the base record type.
• The relationship to the base record type allows Appian to write related records.

The record type you select to store your event history must have the following required fields. If the record type doesn't have have these fields, you can edit the record type to add new fields.

Event Type Lookup record type requirements

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The Event Type Lookup record type stores the names of event types you want to track in your event data.

When selecting an existing record type to store your event types, make sure it meets the following requirements:

• The event types record type has a one-to-many relationship to the record type that stores your event history.
• The record type should contain the names of specific event types to track.

The record type you select to store your event types must have the following required fields. If the record type doesn't have have these fields, you can edit the record type to add new fields.

Reply Thread record type requirements

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The Reply Thread record type stores comments and replies from threaded conversations on the event history list component. This record type is required if you want to enable threaded conversations.

When you create a new record type to store threaded conversations from an event history list component, make sure the Event History record type has a one-to-many relationship to the record type that stores threaded conversations.

The new record type must have the following required fields:

Subscriber record type requirements

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The Subscriber record type stores users subscribed to conversations on an event history list component. This record type is required if you want to enable subscribers.

When you create a new record type to store users subscribed to conversations on an event history list component, the base record type must have a one-to-many relationship to the record type that stores subscribers.

The new record type must have the following required fields:

Modify the Event History record type

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You can modify an Event History record type to meet any additional business requirements.

For example, you can add fields, like description, to collect more information about an event. Any fields you add to the record type will appear in the Write Records smart service so you can specify the values to write for the event.

You will most likely need to add new fields if you decide to measure automation or enable collaboration. If you add new fields to support these features, you'll need to update your record events configuration for automation and collaboration as well.

Appian also recommends enabling the Keep data available at high volumes sync option on the Event History record type. Since an event can be logged whenever a record is added or changed, this can result in a large quantity of event data. Enabling this sync option will ensure that you always have access to the latest event data, even as your data grows.

Write events

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Once you configure record events, you can incorporate event tracking into your new and existing process models using the Write Records smart service. When you configure the smart service to write records, you can also specify what events to write, when to write them, and how the events are completed.

If you generate Create or Update record actions, Appian will automatically configure the Write Records node to write events.

If you do not generate your record actions, or you want to write more specific types of events (like Reviewed Order or Shipped Order), you can manually configure the Write Records node to write events.

To write events:

1. (Optional) Configure record events for any record types you want to capture events for. You can only write records and events at the same time if the record type has record events configured.
2. In your process model, open the Write Records node.

3. Go to the Setup tab.

   

   

4. For Records Input, specify the data to write:

   To write to...	Action
   Base record type	Select a process variable of type Record Type. This allows you to write data to the record type and any of its one-to-one or one-to-many related record types in a single transaction.
   Related record types that have the relationship configured to Write or delete…
   Unrelated record types	Select multiple process variables of type Record Type. This allows you to write to each of those record types in a single transaction.
   Related record types that have the relationship configured to Do not write or delete…

   Tip:  If you need custom conditions or to update data with static values, you can write an expression with the data to update.

5. If you selected multiple process variables in the Records Input, review the list of record types in Record Type for Events, and remove all except the record type you want to write events for. You can only write events for a single record type per node.

   Note:  If the record type does not have record events configured or multiple record types are selected, no events will be written.

6. If the record type in Record Type for Events has record events configured, choose when to write events:

   Option	Description
   Always	Write events whenever the node executes.
   Never	Never write events whenever the node executes.
   Only when…	Specify the condition in which events are written. Click Edit Condition to write an expression defining the specific condition.

7. Select the values to write for the event. The field inputs are populated from the related Event History record type.

   You must map values for the following field inputs:

   Input	Description
   Event Type	The type of event that occurred. The dropdown list is populated from the values in the Event Type Lookup record type. If you use an expression, you must use the event type identifier to indicate the type of event. Learn more about conditionally choosing event values.
   User	Who completed the event. If the event will be completed by an automated task, set the value to Null (Set as System Event).
   Automation Type	The type of automation that completed the event. If the event isn't automated, set the value to None (User) to indicate it will be completed by a user.
   Timestamp	The date and time when the event occurred. Select Now to capture the date and time when the node executed.

8. Click OK.
9. Click Save & Publish in the process model.

The Write Records smart service can only write events for a single record type, and that record type must be specified in Record Type for Events. Event data is not automatically create for any related record data, but it can be created using a separate Write Records node.

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