Process Automation

Hi all, I’m using AI Document Center (AIDC) extraction models in a process to save extracted data to the database, and I’ve run into an inconsistent behavior between two models. Scenario A user uploads a document into my application. I save that document into an application folder. I send the document to an AIDC extraction model. After extraction, I delete the uploaded document from my application (using standard document deletion so it’s removed from Appian). Observed behavior For Extraction Model A, the Extraction Instance record has: sourceDocumentId = 46852 documentId = 46856 I delete the document my app knows about (46852). I can still open the Extraction Instance and reconcile without errors, which suggests AIDC is using documentId (46856), not sourceDocumentId. For Extraction Model B, the Extraction Instance record has: sourceDocumentId = 46908 documentId = 46908 (same value) When I delete the document fro

Hi all, I am using the AI Doc center version 2.9. I am trying to extract invoices with single and multiple line items. There is a field called service code, which needs to be a list of string. In the extraction details, I have given an options rule, which returns a list of string values, based on the type of invoice.  The prompt for this field is: " This should be selected from the values in the options. This value should be null if it is a dental receipt.  Please ensure you return a text value. When it is a single value, please ensure you return a single text value." The extraction is working fine when there are multiple line items in the receipt. If it is a single line item, the value is extracted as {"[value:Chiro-Init", "spanId:99492f14]"}. I need the value to be "Chiro-Init". Due to this, the extraction summary page is displaying the error: "A rich text item or rich text list item in a rich text display component [l

Hi Everyone, I was trying to explore Appian integration with Gemini to summarize document, email and chatbot interface. If anyone did this either with or without plugin,  let me know the details in brief how you achieved it. Also, did you faced any limitations? (PS: Specifically needed to integrate with Gemini)

Getting this error using a!documentsChatField when a basic user is accessing it on the interface. Users have access to relevant groups but not able to access the document chatbot. Is there any AI specific group that the user should have access to?

If I run extraction again and again for same document, still confidence score is same for that field. If confidence score is greater than threshold, want to skip reconciliation and map the details. How will confidence score improve for a field in document extraction in docCenter? 

We have a robotic subtask with a credential-type parameter, and when exporting and importing it into the target environment, I get the following error: The target environment has the same credential (same ID).

Hi All, I'm trying to learn Document Extraction using AI Skill and I'm facing an issue described below: Step 1: I have created an AI Skill object for Document Extraction and I have added only two fields in it. (Screenshot below). Step 2 : I have created a model to add this AI Skill(Ignored the XOR checks before reconciliation as it's just for learning purpose) Issue: The node stays active for a long time and I get an error "The number of retries to complete the execution of the smart service activity has been exceeded." The document is pdf and it has not exceeded the size limit. What is going wrong here?

I am working on Excel classification using AI Document Center .After the classification process completes, I m not getting the confidence score in Pv  and  database. how to resolve it?

Do we require this AI Document Center - Generated Objects application to add the model to the Appian Process?

I would like to implement a function in Appian that retrieves a list of actions associated with a record. I have been testing multiple approaches and configurations in an attempt to achieve this functionality; however, none of them have produced the expected results so far. Despite extensive testing and exploration of different alternatives, I have not yet been able to successfully obtain the desired list of record actions.

Hi Everyone, Thanks in advance, I have list which is having list of dates {1/1/2026; 2/2/2026; 12/31/2025; 11/24/2025}.I needs to identify the least date and Maximum date from the list. Regards Divya K

Hello,  I would like some help on how to use wildcards when search for a window, so the RPA can search for explorer and select the first window (index 0) when recording it ask for a complete name if I enter * in the text and modify the Name to search it enter the * as string. [DEBUG] 2025-12-09 12:50:51 13s (0h) - Element search criteria: SearchCriteria [controlType=Window, automationId=null, name=Escritorio - Explorador de archivos, className=, failIfMultiple=false, failIfNotFound=true, index=0][DEBUG] 2025-12-09 12:50:52 13s (0h) - Waiting for condition "Searching for element...", try #1 of #1 Thanks

Hi everyone, I’m currently experiencing an issue where the round() function does not return the expected results. Below are some examples. In case 2, the expected result is 512.93, but Appian returns 512.92. Additionally, in case 3, even when applying the workaround recommended in KB-1426, the output is still not correct. KB1426 document : community.appian.com/.../kb-1426-unexpected-results-on-decimal-calculations-and-rounding If the round() function cannot reliably produce correct rounding results in cases like these, is there any known alternative approach — such as a custom Expression Rule or reusable utility — to achieve accurate decimal rounding in Appian? I’m looking for: A method that consistently returns mathematically correct rounding results A reusable rule that avoids floating-point precision issues Any best practices other users may have implemented for similar cases Any suggestions, patterns, or examples would be greatly appreciated. Thank

I have decision rule that's need to have output list of text and have more than 500 characters. I am using the output of desicion rule into multiple dropdown and store values into database that have limitation 1000 characters. How to increase this limitation?

Hello, I'm exploring AI Agent features in Appian 25.4 release and going through this tutorial https://docs.appian.com/suite/help/25.4/build-triage-agent-tutorial.html and trying to recreate this. For this, I tried calling the expression rule and save the result in output. While testing, it just shows processing for long time. Kindly help me with what I'm missing here. Is there is any specific prompt do we need to follow to map the inputs or the AI agent will automatically infer the data based on our prompt.

Hi Appian Community, i watched the 25.4 release showcase by product manager for a!chatField component and custom chat interface  from timestamp 54:37 and wondering how to achieve the same functionality which i can further modify as per my use case. i tried using custom chat interface present in appian documentation but it is limiting me to only use a card interface once and it will show same in every response.My goals:- Achieve same functionality of booking an appointment via chat field or custom chat interface. it should be intelligent to dynamically respond as per user, such that when first given symptoms it only shown a text response, but later responses after the appointment confirmation it showed user a custom card layout with a confirm button, and later another custom card layout with confirmation and another user input text field where user can enter further symptoms and upload any images(optional).  i have uploaded images in sequence from video, in which the respon

Hello, I am trying to download the RPA files on my mac to use them. I have downloaded Java 17 from Oracle and followed the steps from Appian to run RPA, but I am getting the error message  "Robot cannot be registered right now" in the terminal. I have attached pictures below. Thank you!

As we are having a Advance License of Appian but we are not getting option to how to Enable this in our environment is thing need to be done via raising a support case in myappian or it should be done via Admin Console. happy to hear any suggestion for same thanks 

Hi Appian Community,I am using AI Document Center in Appian to Extract an Excel file. The extraction runs successfully, but the Extracted Value column is empty. Only the field labels are displayed (e.g., S.No, Name, Age, Location, Role, Salary, Time, Status), but no actual data is populated and also not able see the preview of excel  Any guidance or best practices would be appreciated.

Hi All, I have the following question and would appreciate any suggestions: I am trying to start an RPA task using a test user who has Basic User access in the environment. However, the robotic task does not start. If I use a user with System Administrator access and who is also part of the RPA Operation Console group, the task starts successfully. As developers, we need System Administrator access for development purposes, but real-time users should only have Basic User access. I have also added the test user to the RPA task’s permission tag and included the permission tag of what the RPA task has for the respective user in the Appian RPA group. Despite this, the RPA instance is still not triggered. So, my question is: Is it possible for a user with Basic User access in the environment to start/trigger an RPA task? If yes, what configuration or permissions are required to make this work? User Profile in Environment: Added RPA task's Permission tag for the user Added User

Hi All, We are facing an issue while Deploying an RPA task to UAT Environment(Attaching screenshot). And also in the UAT environment on open of an Operation Console we retrieved  java.lang.RuntimeException: Retrieving resource failed, status code: 500. Because of this the deployment errors out? Please let me know if any one knows the reason.

i have a sentence that "Benefit Period: To Age 75; Indexation: CPI Linked" in this I need to validate that whether "Indexation: CPI Linked" is found or not  please give me a suggestion

Requirement: User wants to search across the PDF documents. Currently we store PDF documents generated via HTML in Appian. User wants to have a search box and search through all these PDF documents and return all the documents having matching text. Just wanted to know if there are any OOB features that supports this requirement.  Any suggestions would be appreciated. Thanks in advance.

Attended RPA Bot on VDI: Installation/Config for User-Present Scenario with Browser + Prox Card 2FA I need clarity on the specific installation and configuration requirements for the RDP Agent when running an attended bot on a VDI where: The user must be physically logged into the VDI session The bot interacts with a browser to access an external site The user manually enters personal credentials (not stored in Appian) + uses a prox card for 2FA The user clicks a button in Appian to trigger the bot (Note: Other use cases run different scripts on the same bot in unattended mode) Question: How does the attended, user-present requirement change the RDP Agent installation, VDI setup, and bot configuration compared to a standard unattended setup? Specifically: RDP Agent install location (user profile vs. machine-wide)? VDI session requirements (persistent? console vs. RDP? interactive session needed?) Browser automation (does the browser need to run in the user’s session? Any rest

One bot requires control of a mainframe session (IBM PCOMM software): 1)Open a session  2)Read/write data into a mainframe window/session. 3)Close the session Did somebody implemented something like this? any documentation/sample projects that I can use? Thank you.