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Configuring the record list

  1. In Appian Designer, open the application and click Record Type.
  2. In the Record List section, click the Edit Record List link to edit the records. Some of the columns were already added automatically when you created the new record type. To add a new column, click Add Column and specify:
    • Label – the name of the new column;
    • Select Component – the type of data to be displayed in the column (you can configure the data source by clicking the component’s name).
  3. In the Edit Record List window, expand the Columns node, then expand the column with a link that you want to edit, and select Component Link. In the pane on the right, click the Edit as Expression icon next to Links (see screenshot below). This will open s code editor.
  1. Paste the following code into the code editor:
a!recordLink(

label: rf!InvoiceNumber, /* After label: rf!, type the name of the field whose value should be a clickable link. */

recordType: rp!type,

identifier: rp!id

)
Clicking the link will open the record in the summary view. For detailed instructions on working with the Record List, please refer to the Appian online documentation.

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Configuring the record view

Users can view detailed information about each record. By default, information about each record is displayed in the summary view, but you can create your own custom views using New View (see the Appian online documentation for detailed instructions). To make the data from a table row appear in the summary view:
  1. Start editing the record type.
  2. In the Record View Details section click Summary in the Views table. An Edit View window will open.
  3. Paste the following code into the Interface field:
=a!dashboardLayout(

firstColumnContents: {

a!textField(

label: "Invoice Number", /* label – This is the name of the field in the view. */

labelPosition: "ADJACENT", /* labelPosition – This is an alignment. */

value: rf!InvoiceNumber, /* value – This is a link to the field in the corresponding data type. */

readOnly: true /* readOnly – This attribute indicates whether the field can be edited or not.  */

),

a!textField(

label: "Invoice Date",

labelPosition: "ADJACENT",

value: rf!InvoiceDate,

readOnly: true

),

a!textField(

label: "Total",

labelPosition: "ADJACENT",

value: rf!Total,

readOnly: true

)

}

)
For detailed instructions on modifying the dashboard layout, please refer to the Appian online documentation.
  1. Click OK to save the changes that you have made to the record type.