documents Chat Field

Question

Hi Team,
I am working with the documentsChatField in Appian. After uploading a document, I want to pass it to the chat field for verification. If the verification is successful, I need to save the document details in the database.
Could you please guide me on how to achieve this? Is it possible to trigger document verification immediately after upload and then conditionally persist the document metadata based on the verification result?

mikes0011 · Accepted Answer

The AI components can not access 'un-submitted' files. Files that are freshly uploaded live in a special hidden part of the Appian back-end filesystem and until recently even functions like "document()" would error when trying to use them before the document was "submitted" (though this has been updated in the past ~2 versions).

To handle your use case though, you'll need to do one of these:

If this is in a User Input Task, you'll need to submit the task and (usually) loop back to the same task again, feeding in the ID of the now-submitted document.
If it's in a Site page, you can call "a!submitUploadedFiles()" somewhere in a SaveInto which will promote the newly-uploaded file to the part of the Appian filesystem that the AI tools can access.

shubhama926776 · Answer

Hope you are uploading a document through fileUploadField and passing it to documentsChatField for conversation.
You want to store the document after verification, but how are you concluding the verification of the document?

But just for information, the documentsChatField does not support saveInto and you cannot extract data from it- it's just a session-based chat.

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