documents Chat Field

RE: documents Chat Field

leelaraok0002 — Thu, 26 Mar 2026 19:39:12 GMT

You can follow below architecture for this

[ Interface ]

└─ Upload document

└─ Show documentsChatField

└─ “Verify” button

↓

[ Process Model ]

└─ AI Skill / GenAI verification

└─ Decision (success / failure)

└─ Save metadata (if successful)

RE: documents Chat Field

Mike Schmitt — Thu, 19 Feb 2026 12:47:56 GMT

The AI components can not access 'un-submitted' files. Files that are freshly uploaded live in a special hidden part of the Appian back-end filesystem and until recently even functions like "document()" would error when trying to use them before the document was "submitted" (though this has been updated in the past ~2 versions).

To handle your use case though, you'll need to do one of these:

If this is in a User Input Task, you'll need to submit the task and (usually) loop back to the same task again, feeding in the ID of the now-submitted document.
If it's in a Site page, you can call "a!submitUploadedFiles()" somewhere in a SaveInto which will promote the newly-uploaded file to the part of the Appian filesystem that the AI tools can access.

RE: documents Chat Field

Mike Schmitt — Thu, 19 Feb 2026 12:43:53 GMT

RE: documents Chat Field

Shubham Aware — Thu, 19 Feb 2026 09:31:25 GMT

Replace local!docid with toDocument(local!documentId) directly in chat field.
Fix the if() condition - remove todocument() wrapping the boolean
Capture upload via index(fv!files, 1, null())

RE: documents Chat Field

rajeshp7374 — Thu, 19 Feb 2026 09:11:54 GMT

The functionality stops working when I pass the new document ID. Please find the code below.

a!localVariables(
local!documentId,
local!selectedValue,
local!gridData: a!queryEntity(
entity: cons!DS_SEARCH_DOCUMENT,
query: a!query(
logicalExpression: a!queryLogicalExpression(
operator: "AND",
filters: {
a!queryFilter(
field: "Id",
operator: "in",
value: tointeger(local!selectedValue),
applyWhen: a!isNotNullOrEmpty(local!selectedValue)
)
},
ignoreFiltersWithEmptyValues: true
),
pagingInfo: a!pagingInfo(startIndex: 1, batchSize: 50)
),
fetchTotalCount: false
).data,
local!docid: todocument(index(local!gridData, "documentId", {})),
a!sectionLayout(
label: "Section",
contents: {
a!fileUploadField(
label: "File Upload",
labelPosition: "COLLAPSED",
fileNames:fv!file.name,
value: local!documentId,
saveInto: {
local!documentId,
a!save(
ri!Document,
'type!{urn:com:appian:types}Document_Upload_CDT'(
documentId: local!documentId,
documentName:local!documentId,
/*attachmentType:fv!file.extension,*/
description: "test",
isActive: true(),
CreatedBy: 12,
CreatedOn: now()
)
)
},
maxSelections: 1,
target: cons!DOCUMENT_SEARCH_UPLOAD
),
a!buttonLayout(
primaryButtons: {
a!buttonWidget(
label: "Upload",
submit: true,
icon: "Upload",
style: "SOLID"
)
}
),
a!documentsChatField(
label: "Documents Chat",
documents:if(todocument(a!isNotNullOrEmpty(local!documentId)),local!docid,{}),
height: "AUTO"
),
a!gridField(
label: "Read-only Grid",
labelPosition: "ABOVE",
data: a!queryEntity(
entity: cons!DS_SEARCH_DOCUMENT,
query: a!query(pagingInfo: fv!pagingInfo),
fetchTotalCount: true
),
columns: {
a!gridColumn(
label: "Id",
value: a!defaultValue(fv!row.Id, "–"),
sortField: "Id",
align: "END"
),
/*a!gridColumn(*/
/*label: "Document Id",*/
/*value: a!defaultValue(fv!row.documentId, "–"),*/
/*sortField: "documentId",*/
/*align: "END"*/
/*),*/
a!gridColumn(
label: "Document Name",
value:document(fv!row.documentId,"name"),
sortField: "documentName"
),
a!gridColumn(
label: "Attachment Type",
value: document(fv!row.documentId,"extension"),
sortField: "attachmentType"
),
a!gridColumn(
label: "Description",
value: a!defaultValue(fv!row.description, "–"),
sortField: "description"
),
a!gridColumn(
label: "Is Active",
value: if(
isnull(fv!row.isActive),
"–",
a!richTextDisplayField(
value: if(
fv!row.isActive,
a!richTextIcon(
icon: "check",
altText: "Yes",
color: "#138901"
),
a!richTextIcon(
icon: "times",
altText: "No",
color: "SECONDARY"
)
)
)
),
sortField: "isActive",
align: "CENTER"
)
},
selectable: true,
selectionValue: local!selectedValue,
selectionSaveInto: local!selectedValue,
height: "AUTO",
shadeAlternateRows: true
)
}
),

)

RE: documents Chat Field

Shubham Aware — Thu, 19 Feb 2026 05:42:52 GMT

[quote userid="275274" url="~/discussions/f/rules/40212/documents-chat-field/153640"] I would like to pass this document ID to the documentsChatField through a local variable in order to initiate a chat session with the uploaded document.[/quote]

Are you facing any issue with this?

RE: documents Chat Field

rajeshp7374 — Wed, 18 Feb 2026 11:21:00 GMT

I have successfully implemented file upload using the fileUploadField component and obtained the document ID after upload. I would like to pass this document ID to the documentsChatField through a local variable in order to initiate a chat session with the uploaded document.

RE: documents Chat Field

Shubham Aware — Wed, 18 Feb 2026 11:10:22 GMT

Hope you are uploading a document through fileUploadField and passing it to documentsChatField for conversation.
You want to store the document after verification, but how are you concluding the verification of the document?

But just for information, the documentsChatField does not support saveInto and you cannot extract data from it- it's just a session-based chat.