CREATE AN ENTITY BACKED RECORD SKILLS PRACTICE SOLUTIONS 

In this exercise, you will create an entity backed record to display information from a
database to Appian end users. This record will show read-only information about vehicles in
a company’s fleet in the Vehicle Fleet Management application.

Add a new record type to the Vehicle Fleet Management application. The record type
should adhere to the following guidelines:

1. It should have a name that makes sense to the designers internally, and a plural
name that makes sense for end users to see. Also make sure it has an informative
description that gives more details about the record type to the end user.
2. The data should come from the Data Store Entity that represents the table for
vehicles in the database.
3. Apply user filters to have users find vehicles by the vehicle categories.
4. Configure the Record List Feed to display a brief snapshot of information to the end
user that includes the vehicle make, model, licensePlate, and mileage. Sort it by the
name of the vehicle make.
5. Set appropriate security on the record, making sure VFM All Users can see the
available vehicles and VFM Admin can change the definition of the record type and
update its security.
6. Use the Interface Designer to create a new interface (VFM_vehicleSummaryView)
and save it to the VFM Interfaces folder. The interface should adhere to the following
guidelines:
a. Create the interface using a dashboard layout by choosing “Add a
Component” and selecting a dashboard layout.
i. Vehicle category--use a read only field to display the category of the
vehicle
ii. License Plate Number--use a read only field to display the plate
number
iii. Next Maintenance Data--use a read only field to display the date the
vehicle was will next be due for maintenance
iv. Mileage--use a read only field to display the total mileage of the
vehicle
7. Call the interface in the Record Type definition and select the summary view. Use
keyword syntax to match the keywords from the interface to the record data. Don’t
forget to use the rf! domain for the data. (e.g. vehCategory: rf!category)

CREATE A RECORD TYPE: 

Create a new record type and give it a name, description, and select the vehicle data store
entity. Your record type should look similar to the one below.
CONFIGURE USER FILTERS: 
Add a new user filter for category. For the options you can index each value from the
constant for vehicle categories or you can hard code the categories into the option label and
values. You user filter for category should look something like this:
CONFIGURE A RECORD LIST VIEW: 
Create a list view feed. Here make sure to use a!listViewItem() to build the list view. It has
the following parameters: title, details, image, and timestamp (note: if no image is specified,
Appian will display a default image). Since you build the list view in an expression editor,
make sure you have the proper syntax and no red triangle for errors. Sort by make.
CONFIGURE SECURITY: 
To add security to your Record Type, return to your list of objects and click the checkbox
next to the VFM Fleet Vehicles record type. A box labeled “Security” should appear up top.
Here, you can add your groups to the proper level of security.
CREATE AN INTERFACE FOR THE SUMMARY VIEW: 
To create a summary view, you first need to create an interface to display the information to
the user. Your interface should use a dashboard layout with read only fields similar to the
one below.
MAP THE SUMMARY VIEW INTERFACE IN THE RECORD TYPE: 
Once you’ve created a summary view, return to the Record Type and scroll down to the
“Views” section. Here you can call your interface using rule! and map the interface
parameters to the corresponding record fields.