How do users interact with a record?

Users interact with a record primarily through the record list. The record list is a comprehensive view that aggregates all relevant records in a single place, allowing users to easily browse, filter, and access different records within the application. This interaction model fosters a more efficient workflow, as users can quickly identify and select the records they need to work with.

The record list generally provides a high-level overview, displaying key information about each record, and often includes functionality for sorting and searching, which enhances the user experience. This allows users to engage with the data in a structured manner, making it straightforward to drill down into more specific details or start processes associated with individual records.

While other views—such as the news view, relation action view, and summary view—serve important functions in presenting additional context or specific actions related to a record, the record list remains the primary interface through which users initiate their interactions with records. The ability to efficiently locate and access records is a fundamental aspect of utilizing data within the Appian platform.