After selecting a record, you want to initiate an activity in the context of that selected record. What should you do next?

After selecting a record, you want to initiate an activity in the context of that selected record. What should you do next?

• A. Create a new record.
• B. Add the process model as a record related action to that record.
• C. Launch the process in a separate window.
• D. Update the record's data directly

Answer: (B)

When you want to act on a specific record, trigger the work through a related action on that record. In Appian, you define a related action on the record type that launches the process model, and you map the selected record’s identifier (or other needed fields) into the process inputs. This makes the process run in the context of that exact record, so it can operate on or update that record as intended. Creating a new record would start something unrelated to the chosen one, launching the process in a separate window wouldn’t tie it to the record, and updating the record directly bypasses the process and its rules.

When you want to act on a specific record, trigger the work through a related action on that record. In Appian, you define a related action on the record type that launches the process model, and you map the selected record’s identifier (or other needed fields) into the process inputs. This makes the process run in the context of that exact record, so it can operate on or update that record as intended. Creating a new record would start something unrelated to the chosen one, launching the process in a separate window wouldn’t tie it to the record, and updating the record directly bypasses the process and its rules.