UiPath Apps + Data Service: Tracking Comments, Assignments, Status Changes and File Uploads

Help Apps
1

Hi everyone,

I’m developing an Inquiry Management application using UiPath Apps and need guidance on implementing an activity/history section for each Inquiry.

I have the following requirements:

  • Comment Activity: When a user enters a comment in the Text Area and clicks Add, the comment should be saved and an activity should be added to the Custom List with the User, Date/Time, and Comment.

  • Assignment Activity: When the Assigned To value changes, an activity should be created showing the Previous Assignee, New Assignee, User, and Date/Time.

  • Status Activity: When the Status changes, an activity should be created showing the Previous Status, New Status, User, and Date/Time.

  • File Upload Activity: When a file is uploaded using the File Upload control, an activity should be created showing the File Name, Uploaded By, and Date/Time.

  • Persistent History: All activities should be stored against the corresponding Inquiry ID and remain available when the inquiry is closed and reopened.

  • Automatic Loading: When the Inquiry Details page is opened, the existing activity history for that Inquiry ID should automatically populate the Custom List.

  • Real-Time Refresh: After a new activity is created, the Custom List should refresh automatically and display the latest activity.

My Questions

  1. What is the recommended approach in UiPath Apps to implement this activity-history functionality?

  2. Should I maintain the activity history in a separate Data Service entity/table linked using the Inquiry ID?

3.How can I create an Activity History record from UiPath Apps Rules when:

  • A comment is added using the Text Area and Add button?

  • The Assigned To value changes?

  • The Status value changes?

  • A file is uploaded using the File Upload control?

  1. What is the best way to trigger the activity creation when a File Upload is completed?

  2. How can I automatically load the existing history when the Inquiry Details page opens?

  3. How can I refresh the Custom List immediately after adding a new activity without refreshing the entire page?

  4. If possible, could someone provide a recommended UiPath Apps rule/workflow structure for implementing this?

Generated image_ Inquiry Dashboard Activity Overview
Generated image_ Inquiry Dashboard Activity Overview1536×1024 307 KB

2

@Shreeya_Joshi

  1. Almost all need to follow same structure
  2. Data service would be a best option as you can persist the data but again maintaining proper relation between each tables needs to be designed first
  3. For button on click you can create an event/workflow similarly for every change evnt would be linked to it if you check the properties on the right ..and on top you will see triggers tab which will contain the trigger details
  4. And for display ideally having a label linked with a variable would make sense and once any update happens update the variable linked to label so that the value get auto updated and the label displays what you set

cheers

3

Hi @Shreeya_Joshi ,

1. Create Activity After File Upload

  • Use the File Upload control’s Value Changed / Upload Completed event.
  • Trigger a UiPath Process (or Data Service entity action) that:
    • Saves the file.
    • Creates a new Activity record in the Activity table.
    • Stores details such as user, timestamp, file name, and inquiry ID.

2. Load Existing History on Inquiry Details Page Open

  • Use the Page Loaded event.
  • Query the Activity table using the current Inquiry ID.
  • Bind the result to the Custom List control.

3. Refresh Custom List After Adding Activity

Instead of refreshing the whole page:

  • After creating a new activity, run:
    • Refresh Data Source (Activity Entity)
    • Re-execute the query
    • Update the local variable bound to the Custom List

Thanks

4

Hey @Shreeya_Joshi I would recommend creating a separate InquiryActivity entity in UiPath Data Service and linking it with the main Inquiry entity.

Whenever there is a comment, assignment change, status change, or file upload, create a new InquiryActivity record with details such as Activity Type, Previous Value, New Value, Comment/File Name, Performed By, and Date/Time.

For assignment and status changes, capture the old value before updating the Inquiry so that both the previous and new values can be stored in the activity history.

For file uploads, create the activity record after the upload operation is successfully completed. I would not specifically mention an “Upload Completed” event because UiPath Apps does not have a generic event with that name.

When the Inquiry details page is opened, query the InquiryActivity records for that Inquiry and display them in the Custom List. After adding a new activity, re-query/refresh the activity data source so the latest entry appears immediately.

This approach is better than keeping the history only in an Apps variable because the activity history is permanently stored in Data Service and will still be available when the Inquiry is reopened.