Relationships

From a development perspective, records are the way to express relations between individual record types. You have already defined these relations in the Entity-Relationship model. From the perspective of a database developer, you would want to model these relations inside the database using foreign-key constraints. Then you would create views to join and aggregate multiple tables to make that data accessible to the user.

With Appian synchronized records, we define these relationships within Appian, which makes working with a data model with complex relationships much easier.

We start with the Case record, and add three relations to Status Transition, Invoice, and Activity:

1. Open Case Record in Appian Records Designer.

Figure 9.24 – Case Record in the Designer

2. Click ADD RELATIONSHIP and type ivp in the dialog that opens.

Figure 9.25 – Selecting the related record

3. Select IVP...