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Known Participant
Feb 18, 2026 9:50 AM UTC
Solved

documents Chat Field

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
    mikes0011Answer
    Brainy
    Feb 19, 2026 12:47 PM UTC

    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.
    The Expression Guru

    8 replies

    shubhama926776
    Brainy
    Feb 18, 2026 11:10 AM UTC

    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.

    शुभम्
    Known Participant
    Feb 18, 2026 11:21 AM UTC

    I have successfully implemented file upload using the fileUploadField component and obtained the document ID after upload. I would like to pass this document ID to the documentsChatField through a local variable in order to initiate a chat session with the uploaded document.

    shubhama926776
    Brainy
    Feb 19, 2026 5:42 AM UTC
    I would like to pass this document ID to the documentsChatField through a local variable in order to initiate a chat session with the uploaded document.

    Are you facing any issue with this?

    शुभम्
    New Participant
    Mar 26, 2026 7:39 PM UTC

    You can follow below architecture for this

    [ Interface ]
    └─ Upload document
    └─ Show documentsChatField
    └─ “Verify” button
    ↓
    [ Process Model ]
    └─ AI Skill / GenAI verification
    └─ Decision (success / failure)
    └─ Save metadata (if successful)