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We have a Record Filter "INSURED" in a case level . For example we are having 3 insured names for a particular policy, we want only those 3 names to be diplayed. Currently all insured names from table are displaying. We couldn't able to pass any filter like rv record or any primary key to fetch the particular insured for policy. Is there any way to implement using record filter or we have to go with manual filters?

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Hi, I am getting the above duplicate data on the right side part of the screenshot as mentioned in the screenshot within the excel cells that are not mentioned with in the cdt to excel plugin smart service config. Can anyone provide the reason why this might be coming up.

Here’s an overview of my process model: the “PDF Doc from Template” smart service generates the PDF file using an editable template. Below is the structure of the template: All fields in the template are configured as multiline and can hold up to 5,000 characters. Since each field has a fixed height, any content exceeding the visible area becomes scrollable within the field. After generating the PDF using the “PDF Doc from Template” smart service, I use the Fill PDF smart service to flatten the document and make it read-only. Everything works as expected up to the point where the PDF is created and stored in the designated folder. The issue arises when the Fill PDF smart service is executed. This functionality was working correctly before scrollable multiline fields were introduced into the template.

Hi , Getting the below error when testing my integration. Can one of you help me out if i am missing something ?

I am getting weired error while saving data to records. I have a table which has onlly three not null column. I am passing values to all of them. But I am getting constraint violation error for createdby_tcxt which is not even not null. I passed value for it as well. I checked DB structure, checked records many times. Even I am getting data into the process model to update. The error is like " Data constraint or integrity violation: the createdby_txt field doesn't have default value. Anyone has any idea why I may be faving this issue.

Hi, I am looking to set up this configuration in Appian and I'm not sure how to approach this. I am designing a task manager application where a single task can be assigned to multiple people. So in the interface form, it will list generic task details such as task name, description, due date, and who the task needs to be assigned to. If I assign it to Alice, Bob, and Charlie, then I want to create three tasks with each one assigned to each individual.  <Interface form> Create a single task to "Do Laundry" and assign to Alice, Bob, Charlie. <Data store> 1 - Do Laundry - Alice 2 - Do Laundry - Bob 3 - Do Laundry - Charlie This way I can see if each person has done their task. I assume I need to use a for each loop somewhere in the process model? How do I code this in the process model to create X number of tasks and write X number of records?

I am looking for advice on automating an access verification step in Appian. Each time a user logs in via OIDC, we need to call an external endpoint to verify their access. The endpoint requires the user bearer token issued at login, and we can only reliably perform the check while the user session is active. Because of this, we cannot defer the verification to a scheduled job. Is there a recommended Appian pattern to run logic immediately on login, so we can call the endpoint once and persist the user’s access in an Appian table. The goal is to avoid invoking the external API on every site page load. I tried using a service backed record, but it still requires a trigger such as a record view load. Similarly, a process model still needs a user action to start. Are there any platform supported options for a login hook, post authentication trigger, or another best practice approach to achieve this Any guidance would be appreciated. Thanks

Hi Team, Is there any way or function to insert business holiday for particular company and retrieve same. Thanks,

Our Appian application serves multiple geo regions (NA, EU, APAC). Each region uses a separate DocuSign account—and DocuSign’s REST endpoints require the accountId in the path (e.g., …/accounts/{accountId}/envelopes). We also need to route to the correct base URI for each account/region. Goal: Make the integration scalable and configurable by: Using an HTTP Connected System so we can manage auth/base URL centrally and pass accountId as a rule input in each Integration. Dynamically selecting the correct base URI (per account/region) via DocuSign’s /oauth/userinfo (then cache it) or from the Apps & Keys page. \ Planning a future switch to JWT Grant so the integration runs with a service account (no interactive login), impersonating a user with consent.  Is it possible to implement the solution. If yes what are the limitation?

If a user has indirect access to a record type as viewer. Will he able to export and download the record report? Thank you!

In many cases, we have to do join other than primary key for the tables as same can't be configured with sync Record type and ultimately, we need to depend on  Database views and we loose many capabilities of Sync Record type

I'm trying to write into a record and earlier it was getting written but now it just pauses indefinitely at "write record " node. no error nothing , no discripancy in data too

I understand that Record Types are generally preferred over CDTs in modern Appian development. However, apart from plugin compatibility (some plugins only support CDTs), are there any other real advantages of using CDTs over Record Types? In what scenarios would choosing a CDT be the better or recommended approach compared to a Record Type?

Hi All, I am getting this error after upgarding the SFTP Functions Plugin version from 1.7.0 to 4.1.1 -  Error copying the Appian document to the remote server. See application server log for more details. Error Message: Permission denied Can someone please advise urgently what changes are required to use this upgraded SFTP version. Regards, Nirupama

I'm using the Microsoft Document Editor Helper Servlets and Functions advanced plugin to display editable Word/Excel/PowerPoint documents from our Knowledge Center in an interface via microsoftDocumentEditorField().However, a failure popup appears when users try to open/view/edit the document (screenshot attached for reference).Please suggest the possible steps or configuration changes required to resolve this issue?

Hello All- We have created a connected system plugin which uses delegated permissions to authenticate the user  As part of this plugin we are using the book definition route of pulling the access token from the context, The issue here is we had to authorize the connected system every single day to ensure the token remains active & not expired. If the user relogs in the token should always be a new one, we are pulling the token off the context why is there a need for us to click the authorize button every day  Did anyone face this issue ? Any workarounds for this one.

My Requirement is I need to fitch data from a view where all the columns are unique except 2 column data i need to show the unique data in the records page just filtering these two records. can you please help me with this using a!queryentity()

Hello! I'm wanting to create a Synced Record Type for Salesforce objects for use within Appian. I successfully created the connected system for Salesforce, but when I go to create an Integration using the Salesforce Connected System, I'm unable to get pagination to work correctly. The SOQL response shows the "nextRecordsUrl" and the first batch of records. However, after playing with the expression rule for the Record Type, I'm still unable to get the Integration to know that it should query the "nextRecordsUrl" instead of attempting the same SOQL query. Essentially, I can't get pagination to work. Has anybody had success building out a Synced Record Type for Salesforce records without building out a custom HTTP Integration, but instead relying on the standard Connected System? Any help is appreciated!

Node Instance Error OccurredExport SQL Request To Excel Admin The following error was raised by the Export to Excel function: Specified named range 'Total' does not exist in the current workbook. Dec 22, 2025 9:41 AM Is anyone can assist, I changed the file name or excel file template and folder name change. after that getting the same issue with smart service Problem:  An error occurred in executing an Activity Class. Details:  The following error was raised by the Export to Excel function: Specified named range 'Total' does not exist in the current workbook. Recommended Action:  Examine the activity class to correct the error and then resume. Priority of this problem: High Priority

Hello — I would like advice on how to aggregate some data. ## Purpose- The goal is to trace daily changes in workers' working hours. ## Data structure- Each record represents a user's single work session and contains: - **RECORD_ID**, **USER**, **START_TIME**, **END_TIME**, **DURATION**- A user can have multiple sessions in one day, so one user can have multiple records for the same calendar day. Example:RECORD_ID | USER | START_TIME | END_TIME | DURATION1 | A | 12/23 10:00 | 12/23 12:00 | 1202 | A | 12/23 13:00 | 12/23 15:00 | 1203 | A | 12/24 10:00 | 12/24 11:00 | 604 | B | 12/23 10:00 | 12/23 12:00 | 1205 | B | 12/23 13:00 | 12/23 15:00 | 1206 | B | 12/24 10:00 | 12/23 12:00 | 1207 | B | 12/24 13:00 | 12/23 15:00 | 1208 | B | 12/24 16:00 | 12/23 17:00 | 60``` ## Required aggregation steps- First, aggregate these records by **user + work date** to compute each user’s total working time per day.- Then, calculate the **average daily working time per organizational u

Hi , have 6 integrations in the process model flow , it should be run in sequence manner and each integration is depending on previous integration call, now i have to complete the process model within 5 see , could you please let me best approach to follow ? thanks!

In my application, there are three columns for each user in the default Group; Name, Details, and Member Type. I would like to add additional fields for users so that we can separate them based on their roles and grant them different access.  Is there a way to add additional fields to the user groups? I tried to do some research into this and it seems like Group Types are the way to go but I am unable to figure out how to set it up. Specifically, I want to add something like these fields to the user table.  <Name>   <Region>  <Country>  <Department>  Do I create a Group Type for each new column? How do I add the values for each field so it can be a drop down list? Thanks.

Hi, I have a read-only grid with the selectable parameter enabled. Lets say as a user i select 2 or 3 rows in a grid and then when i try to filter the data using the user filter, is there a way to unselect the existing rows ?

In my application, I am trying to associate the same document with different Activity IDs. However, when I go to the documents section, I get this error, which seems to indicate that it is impossible to manage the same document ID on different activities. However, the relationship is 1 document, many activities. Does anyone know how to solve this problem?