Organizing data points into Records should be done through a logical grouping of related data. This approach is essential because Records in Appian are meant to encapsulate information that is interrelated and provides a unified view of a specific entity or process. By grouping data logically, you enhance the clarity and usability of the information, allowing users to make better-informed decisions based on complete and contextual insights.
This method prioritizes the relevance of data points over arbitrary sorting or singular data types, ensuring that all included elements work together cohesively to represent a comprehensive snapshot of the entity in question. For instance, a Record for a customer could integrate their contact details, order history, and service interactions, providing a holistic view instead of isolated data elements.
In contrast, organizing by field value type, alphabetical order, or a single data type does not align with the purpose of Records in Appian, which is to represent complex and multifaceted information comprehensively.