How To Create A Summary View For Record Types In Appian
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Learn how to create a summary view for record types in Appian, either manually or using Appian's automated generation. Customize the interface, record title, and included data to suit your needs.
- This tutorial guides you on how to create a summary view for record types in Appian.
- You can manually configure a summary view or use Appian to generate one.
- Learn how to customize the interface, record title, and included data in your summary view.
In this tutorial, you will learn how to create a summary view for record types in Appian. A summary view is a concise way to display essential information about a record, making it easier for users to quickly understand the content. You have the option to create this view manually or use Appian's automated generation process. We will explore both methods and demonstrate how to customize the interface, record title, and included data in your summary view.
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Manual Configuration of a Summary View
- To create a summary view manually, start by navigating to the Views page of the record type.
- Select "CONFIGURE VIEW MANUALLY" and provide a name for the view.
- Ensure that you choose "View Name" as the default summary view if that's your intention.
- Specify the interface you want to use for the summary view and identify the record data to pass into it.
- Customize the record title to display the information you prefer, such as the vehicle's year, make, and model.
- Save your changes and preview the record list to see the new summary view and title in action.
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Automated Generation of a Summary View
- If you don't already have a summary view and want to create one quickly, Appian offers an automated generation option.
- Navigate to the Views page and click "GENERATE RECORD VIEW."
- Choose which data to include in the view, including your base record and related records.
- You can customize the name, but "Summary" is a common choice.
- Appian generates the view with the selected data and components, making it a useful starting point for your summary view.
By following these methods, you can create efficient and informative summary views tailored to your specific record types.
In the world of application development, creating an efficient and user-friendly user interface is crucial. Appian, a low-code automation platform, makes this task easier with its features for managing and customizing views. Let's dive deeper into the process of creating summary views in Appian.
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