Document Viewer

Question

Hi, I am new to Appian and working on a Prototype for a client. I have a use case to upload a set of files to a folder that is created for each new client and then view these uploaded documents in document viewer for review. Can someone provide some help to do this please?

Harshit Bumb (Appyzie) · Answer

When the client is being created, 
 
 create a folder and save the ID of the folder, tagged with the client ID, in the table. 
 Now use a a!fileUploadField and in the target, pass the correct folder ID. 
 Add the interface in a process model as a task and when you submit the interface, your document will be uploaded. 
 
 As David mentioned, you can use the documentViewerField to show the PDF documents on dashboards.

Mike Schmitt · Answer

Stefan Helzle said: I suggest to just upload the files in a process start form. Then, in process, create that new folder and move the document into it. 
 To tag onto that, this approach (while solid) requires something else that might catch some newer folks off-guard. The file upload field still requires a folder target (else throwing an error). Some people might be tempted to use the "Temporary Documents" folder in the Default KC, but I strongly recommend to create a "temp files" folder in your own organizational folder structure instead of using the default one. 
 The main issue there is that the default one still has an "Expiration" time set, and files uploaded into a folder / knowledge center with an Expiration time will keep that expiration time even after they're moved to a completely different target location - and there is not any easy way to tell until they suddenly disappear after 6 months or whatever the timer is.

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