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April 10, 2024
Question

Document Viewer

  • April 10, 2024
  • 10 replies
  • 0 views

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? 

10 replies

davidj137213
April 10, 2024

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() ...

stefanhelzle0001
April 10, 2024

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.

davidj137213
April 10, 2024

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

harshitb6843
April 11, 2024

When the client is being created,

  1. create a folder and save the ID of the folder, tagged with the client ID, in the table.
  2. Now use a a!fileUploadField and in the target, pass the correct folder ID.
  3. 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.