Introduction to Appian:

Hands-on Activity #3
LESSON 8: Add Record Actions to a Grid
LESSON 8: Hands-on Activity #3 - Add Record Actions to a Grid
Objective
In this hands-on activity, you will develop an enhancement to the Orders Record Grid to make it even better for Valo analysts. Analysts
provided some feedback during User Acceptance Testing of the new app. They like the different related actions they can use to update
orders, but these actions currently require a series of clicks that take them away from the order management dashboard.
● You will enhance the grid with an additional column that provides these actions, reducing the number of clicks and time that
analysts need to get their job done!

Step-by-step instructions

If you don’t already have the Appian Designer open, let’s open it. Open the site navigator by clicking the icon at the top
right and selecting the Appian Designer.

Then, open the Valo Order Fulfillment application.

Filter by the Interface object type. Search for and click the VOF_OrderRequestGrid interface to open it.

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Click on the Read-only grid and then move over to the Component Configuration menu on the right. If it’s not already open,
simply click the arrow tab to expand or collapse these menus.

Start by scrolling down to the Columns parameter and click Add Column.

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Then, click into the new Grid Column to configure it.

First, select a Display Value. Since this will be a list of actions, we can just choose id.

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We can also clear out the Label and Sort Field for this column.

Click the Display Options button to bring up a menu showing the variety of ways we can display these actions. Let’s select Record
Action from the menu.

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Now the Record Action Field should show under the Display Value parameter. Click into the Record Action Field to configure it
further.

Since we’ll provide analysts with two actions, click the Add Action button.

Then, click into the first Record Action Item to configure it.

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Type Order into the Search record types field and select the VOF Orders Record when it appears.

Then, select the Reassign Analyst action in the dropdown. Now that you’ve configured the 1st record action item, return to the
Record Action Field main configuration menu.

Click into the second Record Action Item.

Type Order into the Search record types field and select the VOF Orders Record when it appears. Then, select the Update Order

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action in the dropdown. Finally, for the Record Identifier, select fv!identifier.

Return to the Record Action Field main configuration menu.

For the Style parameter, let’s select Menu (Icon) to indicate that there are multiple actions available and to give the component a
familiar look and feel.
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Finally, return to the Grid Column main configuration menu.

Scroll down and select Icon as the column’s Width to minimize the horizontal space it uses.

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Don’t forget to Save your work!

Nice job! You just created an easy to use menu of actions that will help manage orders more efficiently. You can try this out for
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yourself by navigating to the Order Fulfillment site in the site Navigator, and using the new menu for an in-progress order within the
grid.

With these actions, you have reduced the number of clicks and time that analysts need to get their job done. Low code application
development makes it faster to build apps and easier to change them as your business evolves!

Now return to the Introduction to Appian course and move on to the next lesson!

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