Fuzzy match in Appian

RE: Fuzzy match in Appian

Shubham Aware — Thu, 17 Jul 2025 14:38:31 GMT

Unfortunately smart search capability included in advanced and premium tiers only.

Maybe you are using basic.

RE: Fuzzy match in Appian

sanjuktab2257 — Thu, 17 Jul 2025 13:46:18 GMT

I have created record in the new environment but synching data from a table that was created in old environment.

RE: Fuzzy match in Appian

Stefan Helzle — Thu, 17 Jul 2025 13:29:24 GMT

Smart search is not included in the base Appian tiers.

RE: Fuzzy match in Appian

Shubham Aware — Thu, 17 Jul 2025 13:25:15 GMT

Have you created new record in 25.2 or In Existing record you have to enable this feature?

RE: Fuzzy match in Appian

sanjuktab2257 — Thu, 17 Jul 2025 13:19:19 GMT

We have the updated version.

RE: Fuzzy match in Appian

Shubham Aware — Thu, 17 Jul 2025 02:31:26 GMT

Smart Search feature available from 25.2 version of appian.

RE: Fuzzy match in Appian

sanjuktab2257 — Wed, 16 Jul 2025 20:13:05 GMT

Hi Stefan Helzle ,
I am not able to see Smart search within the record type.
This is what I see:

This is what the document says:

docs.appian.com/.../records-smart-search.html

RE: Fuzzy match in Appian

Shubham Aware — Fri, 11 Jul 2025 17:16:50 GMT

Have you tried using includes operator while filtering over record? This also works as fuzzy search try it once.

RE: Fuzzy match in Appian

Stefan Helzle — Fri, 11 Jul 2025 17:16:07 GMT

Then, your API would have to implement such search capabilities.

Did you consider to use service backed synced records?

RE: Fuzzy match in Appian

sanjuktab2257 — Fri, 11 Jul 2025 16:57:02 GMT

Thank you for your prompt response. We are investigating the challenges that we might come across installing the plugin.

RE: Fuzzy match in Appian

sanjuktab2257 — Fri, 11 Jul 2025 16:56:01 GMT

Thank you for introducing Smart Services. I looked into it, and it seems well-suited for handling requirements like searching nicknames, abbreviations, and fuzzy matches. However, I noticed that it only supports record types, which we are not currently using.

Our design involves making API calls through the integration layer, manipulating the data in ER, and then mapping it to the interface. Given this architecture, how would you recommend implementing Smart Search within our setup?

RE: Fuzzy match in Appian

sanjuktab2257 — Fri, 11 Jul 2025 16:38:40 GMT

Thank you, Shubham — that was helpful. I'm looking to capture variations in search terms, such as matching 'Street' when someone searches for 'St', 'Drive' for 'Dr', or 'Junior' for 'Jr'. Additionally, I want to account for nicknames, like matching 'Benedict' when searching for 'Ben', or 'Meghan' when searching for 'Maggy'. However, I want to ensure that we avoid capturing unrelated or incorrect matches that simply follow similar patterns, so we maintain accuracy and avoid false positives.

RE: Fuzzy match in Appian

Shubham Aware — Thu, 10 Jul 2025 19:29:39 GMT

No built-in function dedicated exclusively to fuzzy matching
Plugin Provides the levenshtein() for edit-based similarity.
Use soundex() for phonetic matches.
Use regex for pattern-based partial matching (regexmatch()).
You can use includes operator for record field search.

If you could help more what exactly you are looking for with example could help better.

RE: Fuzzy match in Appian

Stefan Helzle — Thu, 10 Jul 2025 19:26:45 GMT

The new smart search feature support fuzzy search.

RE: Fuzzy match in Appian

Jesús Hormigos — Thu, 10 Jul 2025 18:38:39 GMT

Check this plugin community.appian.com/.../levenshtein