AI and Agentic Automation

I have a Record Type with a Document record field. We have a business requirement to be able to use Smart/Semantic search on this and a text field. The Smart Search Sync consistently fails with the following error message, and a list of failed record ids: "Cannot retrieve the document. Verify the document management record type is configured correctly." Through investigation, we discovered, that the Document field for these records was NULL, which is consistent with the above error message. We would like to have a successful search indexing, for this record type, and so we removed those records from the dataset temporarily.  However, now we get the following error message: "We couldn't check the smart search status. Try resyncing your record type." Attempting to Sync is what produced this error, so it seems a bit unhelpful as an error message.   Why is the indexing failing when the selected smart search field is empty? Is there a workaround? Now that t

Sometimes, when I test an agent, it processes for a while, then after a few minutes throws this error: System Error This appears to be a system issue. Try again later or submit a support case if the problem continues. Source: Run Agent - Agent: DG_testAgent - Run ID: 52 Details: LLM execution failed: INVALID_TOOL_RESPONSE - Required schema field not provided in data tree: textValue Any suggestions on what could be going on? Sometimes the agent succeeds, but the frequency of getting this error makes me concerned about using this in production. 26.3 environment hosted on Appian Cloud.

I am using a!currency to show thousand separator but it by default shows $ symbol if used USD ISO.Here I need to remove this  $ symbol while displaying this field. 

I have a subset of .msg files which when read with the read msg smart service, render in a tiny font with the .html output which results in AI being unable to interpret.  Would I probably be better off running several reg ex statements to exclude tags that are confusing it and pasting in some style that would force the font, or just use the extracted (not the generated result document), or move it to PDF, or some different approach? Regards, Eric Casteel

Hi All, We were previously using AI Document Center 2.9, and whenever we created a classification model, the system would automatically create the corresponding classification AI skills in the Generated Objects application. Recently, we upgraded to Document Center 3.1. After the upgrade, when we create a classification model, the AI skill is no longer created automatically. Upon reviewing the Create Classification process model, I noticed that it was updated as part of the upgrade and no longer calls the “create objects” process model, which the earlier version did. Is this the expected behavior in Doc Center 3.1? Or is there any additional configuration or post‑upgrade step that we might have missed to enable automatic AI skill creation? Thanks in advance

can we configure human task where api kicks appian process which ahs doc extraction ai skill in case doc extraction fails

First of all, AI Doc Center is fantastic (3.1.3 installed).  Love the way it is easy to set up and version classification and extraction, so much right out of the box. I think I'm missing something in the documentation though on AIA Extraction Instance's status in a 'real' extraction. I see some constants in the AIA app and can infer in a different app that a status of 2 or 4 means a particular thing that might send me to my custom interface for reconciliation of the instance, which in turn would trigger a model to save to data fabric if reconciled and not abandoned / canceled by an end user.  But, I'm getting off track... I guess I'm asking what is the best practice to see the AIA Extraction Instance's notion that accuracy / precision / validation rule fail on an extraction would drive the decision to send a custom user reconcile task.  At the moment, I would be cobbling together a big 'Or' to see if any reconciliation should be

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?

We recently upgraded to version 25.4 yet we can't find the Agent Studio or option to build new AI Agents in Appian Designer. Is there any additional permission /configuration needed to enable this object type? 

I am having two Signature Documents. i want to compare both the documents and i have to return the matching score percentage of how similar two of the signatures.

Hi everyone, I am working with AI Document Center in Appian and I am trying to use a classification model with an .eml file. According to the documentation, .eml should be a supported file type, but when I run the model I get this error: Generative AI Classification: Unsupported file type. Try again using a supported type or contact your admin if the problem persists.The issue happens specifically when I upload an .eml fileHas anyone successfully used .eml files with AI Document Center classification?

My client is concerned about reducing token usage, and we are investigating how to prevent repeated tokenization and embedding. We understand that Document Management Record Types embed the document representations for use in the smart search.  Are these embeddings used system wide when document content is provided to an AI Agent or Skill? Are they only available if the document is referenced using the special system document type? Help us understand. Thanks!

I’m testing an Appian AI Agent that needs to read data from an XLSX document. I have two copies of the exact same XLSX file stored in two different folders in Appian. When I point the AI Agent to the file in Folder A, it works as expected and can read/extract the data. When I point it to the identical file in Folder B, it does not work (the agent appears to find nothing in the file / doesn’t extract data). Both documents are valid Appian documents of type .xlsx, AI Agent uses Semantic Search to read the data, and the file contents are identical. The only difference is the folder they’re stored in.  Has anyone seen this behavior before or can suggest what to check? Any guidance on why the same file would work in one folder but not another would be appreciated. I created new folders, checked the folder security, but I can't find the issue. 

Hi I'm experimenting with the AI Agent Studio object and setup a test case to read excel file, but when it tries to use the Semantic Search Tool I always receive this response.An error occurred while executing the tool [SemanticSearch]: The user [username] does not have sufficient privileges to perform the requested action.And return error from the tool. Is there anything that need to be setup or allowed?

Hello, we are starting the use of composer, and could use some light on this: When an application is started with composer and it's objects created, how do we know what objects need to be completed or created?

Hi everyone, do we have any workaround to check for an Appian record which is null(does not have any key)? One way is check for a!keys and then check if empty, any other way? So basically we had a use where there are multiple grid but they being sourced from the same record, let's suppose it be a room. So parent interface has parent room record variable and in child interface(contained each grid based on room type) we are sending parent by indexing the types. For deletion case, we are saving "null" in the same variable if it is new and if something already exist in db then update the isActive flag to false. Before saving the parent room record(which has all type of rooms) we were doing a reject to remove all the nulls. This used to work before and the "null" which we saved was still a null but now it is becoming a record type of null. Not sure if Appian fixed something on this behavior from there end or not.

I'm having trouble generating process objects in the "Compose your application plan" screen. When I click "Generate Process" in the Process tab, it shows loading but then nothing happens - the tab remains completely empty and no process is generated. And because process tab is empty I'm unable to generate objects from composer Has anyone encountered this before? What could be causing this issue? Appian Version: 25.4

Hi everyone, If the AI extracts a value from a document that does not match any of the values provided by my Option rule (Expression Rule), what is the expected system behaviour? The Setup: Options Rule: An expression rule returning {"Access", "Avenue", "Beach", "Court"}. Extraction: The AI correctly extracted the value "Access". The Problem: Even though "Access" is in my list, the instance status is "Extracted with Errors". The Error Message: "The following contain invalid values: streetType" My Question:If the extracted value matches the Options rule exactly, shouldn't the status be "Extracted" (Success)? Why is it flagging a match as an invalid value? There is no issue with extra space or formatting issue.

Hi , I am using Appian Doccentre to look for few of the keyword to set one of the variable value. In my model I have created a field and given description/prompt to look for few of the keyword and if those found, then setting that new field value to those keywords in a comma separated way. The issue is, I am able to find few of the keywords but unable to find some although those are there in the document. I have tried giving all possible prompt but still unable to get those keywords. Did anyone find any such issue ? Any help is really appreciated. I am giving my prompt something like this.. From ONLY this list: ["abc","def","pqr"], return a comma-separated list of those found anywhere (case-insensitive). Match whole words; treat “claims” as “claims”. Include headers, footers, labels, and stamps. Regards, Ghanashyam

How can I give the entire Dev access to a AI agent like how we provide access in VScode, Github so that the AI can have the full context of the applications and can reply with accurate results.

In Community edition , I am not able to find "Try Prompt Builder" under AI Skills . Do I need any other permissions for that ?

Hi all, I’m using AI Document Center (AIDC) extraction models in a process to save extracted data to the database, and I’ve run into an inconsistent behavior between two models. Scenario A user uploads a document into my application. I save that document into an application folder. I send the document to an AIDC extraction model. After extraction, I delete the uploaded document from my application (using standard document deletion so it’s removed from Appian). Observed behavior For Extraction Model A, the Extraction Instance record has: sourceDocumentId = 46852 documentId = 46856 I delete the document my app knows about (46852). I can still open the Extraction Instance and reconcile without errors, which suggests AIDC is using documentId (46856), not sourceDocumentId. For Extraction Model B, the Extraction Instance record has: sourceDocumentId = 46908 documentId = 46908 (same value) When I delete the document fro

Hi all, I am using the AI Doc center version 2.9. I am trying to extract invoices with single and multiple line items. There is a field called service code, which needs to be a list of string. In the extraction details, I have given an options rule, which returns a list of string values, based on the type of invoice.  The prompt for this field is: " This should be selected from the values in the options. This value should be null if it is a dental receipt.  Please ensure you return a text value. When it is a single value, please ensure you return a single text value." The extraction is working fine when there are multiple line items in the receipt. If it is a single line item, the value is extracted as {"[value:Chiro-Init", "spanId:99492f14]"}. I need the value to be "Chiro-Init". Due to this, the extraction summary page is displaying the error: "A rich text item or rich text list item in a rich text display component [l

Hi Everyone, I was trying to explore Appian integration with Gemini to summarize document, email and chatbot interface. If anyone did this either with or without plugin,  let me know the details in brief how you achieved it. Also, did you faced any limitations? (PS: Specifically needed to integrate with Gemini)

Getting this error using a!documentsChatField when a basic user is accessing it on the interface. Users have access to relevant groups but not able to access the document chatbot. Is there any AI specific group that the user should have access to?