Pre & Post Processing for Embedded Data

User Experience Knowledge Share
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Discover how to add or edit embedded data using actions with full control. Apply pre/post processing for smarter interactions, validate entries instantly, and refresh forms dynamically. Perfect for complex workflows requiring accuracy and automation.

https://players.brightcove.net/1519050010001/default_default/index.html?videoId=6384946549112

The above video also covers the useful tips like:

  • usage of TOP (instead of pyWorkPage)
  • actions on embedded data (including pre/post processing to prefill data)
  • form refresh settings

You may also find these tutorials and docs helpful

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Credit

@MARIK, SrikanthY16686929, LantzAndreas and AlexD619 for bringing to light in this Expert Circle conversation

Constellation 101 Series

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4 Likes
Updating the same filed in a row not reflecting/triggering the changes
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@MarcCheong Hi, is functionally limited to only for embedded reference? are we able to use from landing pages with list view and insights, when we create a new record to check the record already present and avoid duplicates records and all?

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@VenkateswararaoK a good question! This 101 was to outline the new '25 feature.

Embedded Data tables support Views or Actions

If you configure an Embedded Data list of record field to appear as a table that is editable in a modal dialog box, you can now source the content of that modal from either a View or an Action. Because User Actions support pre- and post-processing and refresh condition, when you use them in an embedded table, you can define validations that can help your users avoid inputting incorrect data.

For more information, see Views and Actions in modal dialog boxes.

Creating new data instances from a list view, this is not part of this feature. I don’t believe there is a way to execute your business outcome exactly like outlined above - you’d likely need to do somethings with keys to avoid duplicates, like you would of done in UI Kit when delegating data… However, its not an area I’ve explore in depth. I’d suggest starting a new Conversation on UX Expert Circle, see if we can find someone in the community with experience in this area

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@MarcCheong Do we have something like this in '24?