AI and Agentic Automation

i have a sentence that "Benefit Period: To Age 75; Indexation: CPI Linked" in this I need to validate that whether "Indexation: CPI Linked" is found or not  please give me a suggestion

Requirement: User wants to search across the PDF documents. Currently we store PDF documents generated via HTML in Appian. User wants to have a search box and search through all these PDF documents and return all the documents having matching text. Just wanted to know if there are any OOB features that supports this requirement.  Any suggestions would be appreciated. Thanks in advance.

Hi everyone, I'm having an issue with a grid in my interface. When using System Administrator account, the data loads correctly when the next page button is clicked.  But when using a Basic User account, the grid shows the same first-page data, and the paging control is not updating as well. I checked all related objects used in the code, all have Viewer access for the Basic User's group. Code snippet: a!gridField_23r3( data: local!grid.data, pageSize: 5, pagingSaveInto: fv!pagingInfo, validations: {} ) Thanks in advance for any insights!

Hi All, In database table, i have one field called 'versions' which will be captured from agent run. So when the agent runs, it will give some array of outputs for each version like below, 1st time run Output {workId - 1, decision - need referal, status - pass} {workId - 2, decision - no referral, status - pass} {workId - 3 , decision - need referral, status - pass} 2nd time run Output: {workId - 1, decision - no referal, status - pass} {workId - 2, decision - need referral, status - pass} {workId - 3 , decision - need referral, status - pass} {workId - 4 , decision - need referral, status - pass} So, now I have to compare workIds result between 1st run output and 2nd run output and have to show below 3 sections, Section 1: New Referral - which will have the workIds which needs referral in output 2 but not in output 1, so from above example it should be below rows from output2, {workId - 2, decision - need referral, status - pass} {workId - 4 , decision - n

Hello, again. This is a strange one.... and I'm on version 24.1.281.0 I have two expression rules... one generates some error messages (or none) and the other deals with the errors.  However, in the scenario where the first expression rule generates no errors, the second one still thinks there are errors. Expression 1: (called SH_ErrorGenerator) a!localVariables( local!stringArray: {"a", "b"}, local!error1: "", /* value from another expression rule normally */ local!error2: "", /* value from another expression rule normally */ local!error3: {""}, /* value from another expression rule normally */ local!errors: { local!error1, local!error2, local!error3 }, local!allErrors: cast( /* make sure this is list of string not list of variant */ typeof(local!stringArray), reject(a!isNullOrEmpty, a!flatten(local!errors)) ), local!anyErrors: and(not(isnull(local!allErrors)), length(local!allErrors) > 0), { errors: local!allErrors,

Hi everyone, I am encountering the following error while accessing a Record Type in one of my applications: “The configured database table is invalid. The XXXX_RF_EMP_DETAIL_STATUS table does not exist in the configured data source. Change the database table to continue.” Could anyone please guide me on how I can retrieve the missing database or what best practices I should follow in the future to ensure the database is properly saved and linked? Thank you in advance for your help!

Hi, I am new to using the interface component a!dataFabricChatField.  ( I've used record chat component, and that worked as expected. ) With Data Fabric chatbot, how should we implement security?  We only want the users using the chatbot to have access to recordType records that pertain to their company.  I tried using the instructions field in the chatbot component to specify which company the logged in user belongs to, but that did not work either. What is/are the best to accomplish that? Thanks.

In the development environment I have installed two plugins Google Maps Connected System and GoogleMaps (the latter gives me the map and direction fields components). When making the transition to the UAT environment, only the Google Maps Connected System was deployed correctly, however the second plugin was not, I checked the logs and did not see any errors, could you help me. THIS IMAGE IS RELATED TO THE DEPLOYMENT OF THE GOOGLEMAPS CONNECTED SYSTEM PLUGIN THIS IMAGE IS RELATED TO THE DEPLOYMENT OF THE GOOGLEMAPS FIELDS

I have a requirement where similar nested if conditions are required in multiple interfaces. So I'm trying to build a decision rule so that if there is any update required it can be done in the rule and it can reflect in all interfaces. But the outputs are list of ids which are stored across different constants for each condition. For example, If condition 1 satisfies I want the output to be constant1 and if condition 2 satisfies I want the output to be consant2. Each constant has more than 50 ids and I want the output to be in the same order they are present in the constant. While configuring the decision rule I'm able to see all the ids from all the constants and I have to manually select them for each condition and that too in the same order I want the output to be in. Is there any easier way or is there any way to give the constant directly as output? For now I have created expression rule and used a!match to make it simple but curious to know the above mentioned scenario.

I am trying to use AI Skill for Document extraction , I have 10 different pdf document having key  : value pairs different for eg one document has Name : XXXXX another one has   Employee : XXXXX , another one document with no name , it just say Patient name : Can we use them to train the model , or we need to have same Key value pairs When extracting the data ?  we should classify those as different documents and then process separately to extract , please provide your input ....

Hi , I have a set of non printable characters in DB as number and we use char function and concat function to combine in a single string and used strip function to remove it from text. Now the requirement is to replace text with space. I tried substitute function and others which is not working as expected. Please someone guide me herea!localVariables( local!specialCharacterIds: rule!SUF_QueryRecordType_getSpecialCharacters(), local!specialCharacters: joinarray( a!forEach( local!specialCharacterIds, char(fv!item) ), "" ), a!paragraphField( label:"Comment", value:ri!comment, saveInto: { ri!comment, a!save( ri!comment, substitute(save!value,{local!specialCharacters}," ") ) } ) )

I am creating a webApi to trigger a!completeTask().  If this encounters an error, I return an httpResponse to indicate such. The question is:  how do I know what the error was?  Is there some way to return the task completion error in the webApi? Thank you. a!completeTask( taskId: ri!taskId, taskInputs: { someData: "abc", moreData: "def" }, onSuccess: a!httpResponse(200, {}, "Success") onError: a!httpResponse(500, {}, "What was the error??") )

I am new to Appian, and I would like to know more about AI copilot capabilities. Am I able to create record type using copilot or does that capability exist just in platform?

I just created a process which extracts data from pdf and then uses a reconcile doc extraction to extract tables' data and submit the operation. My question is: do I have to use tables for nested data or I could just try to use text to extract all the data without any need in using reconcile doc extraction task? Is there any way to integrate the reconcile doc extraction in my own customized interface?

I get the following error, which doesn't help me understand what could be wrong. The data (at least text fields) was extracted successfully using map, the doc id is passed correctly.

I have tried to use the AI skill to extract info from pdf. But I notice that the speed of the AI skill is too slow. A doc like this. It takes 5 minutes to execute such a simple document. Is there anyway I can increase the execution speed? Is this because my model is not trained enough? Should I trained my model more?  

Hi everyone, I’m working with procurement documents (PDFs) that contain hyperlinks (e.g. links to official tender platforms). When I use the Get PDF Text smart service (from PDF Tools), the visible text comes through, but the embedded hyperlinks (annotations/URI actions) are not returned. I also tested with AI Skills (Document Extraction), but it seems to behave the same way — as if Appian is only sending the extracted text to the AI model rather than the full PDF object. As a result, the links are lost there as well. Has anyone found a way in Appian to extract these hidden links directly from PDFs? Is there any existing plug-in or connected system that supports reading hyperlink annotations? Or would the only option be to build a custom plug-in with something like Apache PDFBox? Thanks in advance for your insights!

Hi Community, i have a requirement to create a html template using expression rule to create a table. i am able to create a table but i am unable to generate borders for each row and headers. please prefer below code snippet. TIA [mention:a11f77a729fb4db2af76b09948583328:e9ed411860ed4f2ba0265705b8793d05] 

Hi Community, I am encountering a strange issue with Record Chat. Occasionally, I receive unintended or unusual responses. The behavior is inconsistent—sometimes it occurs after a few messages, other times after just one or two, and occasionally even with the very first message. I’m unsure whether this is a bug or a configuration issue. One example, shown in the attached image, is that the conversation output includes entries formatted as 'H:' and 'A:', resembling a question and answer dialogue, which I did not configure or expect. My setup appears straightforward: I’m using fields from both the primary record and the required related record fields, passing the correct identifier. I also attempted to adjust the behavior using the additionalInstructions parameter, but this did not resolve the issue. Has anyone else experienced this problem or have any insights into what might be causing it? Thank you in advance!

Hi all,  Is there any way that we can implement a copilot that will answer about our record data? For ex: it should be like a chat bot and it should be in the record summary page, if we ask about the details of the record summary, it should provide the answer. Can anyone please help me in implementing this ?Thanks in advance!!

Hi, I'm trying to Extract data from PDF and store those data in Database. I gave 8 fields in the extraction. I'm able to see all my fields in the ai skill extraction but in the Database I didn't get EMPID, EMP type. Anyone please tell me the reason why I'm not getting those values in my Database. Thank you in advance.

Hi All, Has anyone successfully deployed AI Document Center 2.9 on Appian 25.2?https://docs.appian.com/suite/help/25.2/aidc-2.9/whats-new.html When I inspect the new package: AiDocumentCenterv2.9.0.zip, I receive the following error message:The processModel [id= uuid=0005ee34-9c41-8000-0422-7f0000014e7a] was not imported because a required precedent is missing: The referenced smart service [local-id=internal3.rs2_ai_skill_advanced_idp_tools3, name=Advanced IDP Tools] was not found. (APNX-1-4073-000) (APNX-1-4071-006) When I add the 'Advanced IDP Tools' smart service to a new process model and check what version is created, I can see that I am running the following version of the smart service:Advanced IDP Tools (internal3.rs2_ai_skill_advanced_idp_tools2) It looks like my Appian instance is running an older version of the Advanced IDP Tools smart service, does anyone know how I can update the Advanced IDP Tools smart service to the latest version? Kim.

"RUN EXTRACTION" button is not visible on AI Document Center, after creating an Extraction Model. Why?

"RUN EXTRACTION" button is not visible on AI Document Center, after creating an Extraction Model. Why?

Hi everyone, good day. I’m working with an AI Skill for document extraction in Appian, specifically targeting a structured and standardized document used in Mexico: the Constancia de Situación Fiscal (a tax ID certificate). My goal is to extract the following fields: RFC (tax ID) Business or legal name (Razón Social) Start date of activities List of economic activities (shown as a table in the document) The issue I’m facing is that the AI Skill successfully extracts all the individual fields (RFC, name, start date), but it completely skips the table that contains the economic activities. I’ve already configured the document type, field mappings, and extraction zones where possible — I’ll share screenshots of my current setup below. Has anyone encountered a similar issue with table extraction in structured documents? Any suggestions would be greatly appreciated. Best regards, Víctor Valenzuela