Document Viewer

RE: Document Viewer

Mike Schmitt — Thu, 11 Apr 2024 12:40:25 GMT

[quote userid="274702" url="~/discussions/f/new-to-appian/34636/document-viewer/133138"]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.[/quote]

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.

RE: Document Viewer

Harshit Bumb (Appyzie) — Thu, 11 Apr 2024 06:56:12 GMT

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.

RE: Document Viewer

Stefan Helzle — Thu, 11 Apr 2024 05:48:35 GMT

Appian does not work this way. It is not made to just do everything inside code snippets in the UI.

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.

RE: Document Viewer

Karumuru Abhishek — Thu, 11 Apr 2024 03:13:02 GMT

hi swapnae0002 could try this with smart service from process model

RE: Document Viewer

swapnae0002 — Thu, 11 Apr 2024 01:22:31 GMT

Thank You for your response. I check this out.

I have a problem to solve before I get here. I have an interface for user to upload files. I want to store these files in new folders with their unique uploadID. So i use the following code in SaveInto:

a!createFolder(
name: ri!DR_Filings['recordType!{7e936f34-1fd3-4278-8e04-aa1289d866dd}DR Filings.fields.{b10b56fd-3534-4386-a523-e76a45f88f15}companyName'],
parentFolder: cons!DR_UPLOADED_FILES_PARENT,
onSuccess: a!save(target: local!newFolder, value: fv!folder)
),

but the local variable is not getting populated with the new folder name, which i want to use in my file upload function:

a!fileUploadField(
label: "Upload Type3 Document",
labelPosition: "ABOVE",
target: local!newFolder,
value: ri!DR_Filings['recordType!{7e936f34-1fd3-4278-8e04-aa1289d866dd}DR Filings.fields.{ba570aec-da87-4369-939e-5387d9a3bea4}docId3'],
saveInto: {
ri!DR_Filings['recordType!{7e936f34-1fd3-4278-8e04-aa1289d866dd}DR Filings.fields.{ba570aec-da87-4369-939e-5387d9a3bea4}docId3']
},

Can you help me figure out where I am going wrong?

RE: Document Viewer

Stefan Helzle — Wed, 10 Apr 2024 17:51:29 GMT

I hope this section in the documentation helps to limit any confusion: https://docs.appian.com/suite/help/24.1/fnc_system_a_submituploadedfiles.html#usage-considerations

RE: Document Viewer

Mike Schmitt — Wed, 10 Apr 2024 17:47:05 GMT

[quote userid="274702" url="~/discussions/f/new-to-appian/34636/document-viewer/133095"]ONLY to be used in Appian portals[/quote]

(and sites, as of the past ~2 versions)

RE: Document Viewer

David Jimenez — Wed, 10 Apr 2024 17:42:36 GMT

Yes, but you can use it also in interfaces on a site for example, if no process is started...

RE: Document Viewer

Stefan Helzle — Wed, 10 Apr 2024 17:40:46 GMT

But keep in mind that the function submitUploadedFiles() is ONLY to be used in Appian portals. Process start forms and user input task forms will automatically upload files once submitted.

RE: Document Viewer

David Jimenez — Wed, 10 Apr 2024 17:33:58 GMT

Hi, check this link

https://docs.appian.com/suite/help/24.1/Document_Viewer_Component.html

And remember that when you upload files into Appian with fileUpload Component, the document won't be available until you call submitUploadedFiles() ...