Process Automation

I just created a process which extracts data from pdf and then uses a reconcile doc extraction to extract tables' data and submit the operation. My question is: do I have to use tables for nested data or I could just try to use text to extract all the data without any need in using reconcile doc extraction task? Is there any way to integrate the reconcile doc extraction in my own customized interface?

We would like to open command prompt using appian rpa to execute some batch scripts ..Any pointers how i can accomplish? No luck using Task recorder as it gives 'unsupported error' 

I get the following error, which doesn't help me understand what could be wrong. The data (at least text fields) was extracted successfully using map, the doc id is passed correctly.

I have tried to use the AI skill to extract info from pdf. But I notice that the speed of the AI skill is too slow. A doc like this. It takes 5 minutes to execute such a simple document. Is there anyway I can increase the execution speed? Is this because my model is not trained enough? Should I trained my model more?  

Hi everyone, I’m working with procurement documents (PDFs) that contain hyperlinks (e.g. links to official tender platforms). When I use the Get PDF Text smart service (from PDF Tools), the visible text comes through, but the embedded hyperlinks (annotations/URI actions) are not returned. I also tested with AI Skills (Document Extraction), but it seems to behave the same way — as if Appian is only sending the extracted text to the AI model rather than the full PDF object. As a result, the links are lost there as well. Has anyone found a way in Appian to extract these hidden links directly from PDFs? Is there any existing plug-in or connected system that supports reading hyperlink annotations? Or would the only option be to build a custom plug-in with something like Apache PDFBox? Thanks in advance for your insights!

Hi Team , While creating the robot in community edition i am getting the below error . How to resolve this error

Hi Community, i have a requirement to create a html template using expression rule to create a table. i am able to create a table but i am unable to generate borders for each row and headers. please prefer below code snippet. TIA [mention:a11f77a729fb4db2af76b09948583328:e9ed411860ed4f2ba0265705b8793d05] 

Hi Community, I am encountering a strange issue with Record Chat. Occasionally, I receive unintended or unusual responses. The behavior is inconsistent—sometimes it occurs after a few messages, other times after just one or two, and occasionally even with the very first message. I’m unsure whether this is a bug or a configuration issue. One example, shown in the attached image, is that the conversation output includes entries formatted as 'H:' and 'A:', resembling a question and answer dialogue, which I did not configure or expect. My setup appears straightforward: I’m using fields from both the primary record and the required related record fields, passing the correct identifier. I also attempted to adjust the behavior using the additionalInstructions parameter, but this did not resolve the issue. Has anyone else experienced this problem or have any insights into what might be causing it? Thank you in advance!

I have created a Robotic task, and it is throwing error when I try to execute it. The error is "Problem when launching executions: ROBOT_NOT_ALLOWED_NOW". The robot is online and it as also added to the Robot Pool. Any reason we get this error?

Hi all,  Is there any way that we can implement a copilot that will answer about our record data? For ex: it should be like a chat bot and it should be in the record summary page, if we ask about the details of the record summary, it should provide the answer. Can anyone please help me in implementing this ?Thanks in advance!!

Hi, I'm trying to Extract data from PDF and store those data in Database. I gave 8 fields in the extraction. I'm able to see all my fields in the ai skill extraction but in the Database I didn't get EMPID, EMP type. Anyone please tell me the reason why I'm not getting those values in my Database. Thank you in advance.

Hi All, Has anyone successfully deployed AI Document Center 2.9 on Appian 25.2?https://docs.appian.com/suite/help/25.2/aidc-2.9/whats-new.html When I inspect the new package: AiDocumentCenterv2.9.0.zip, I receive the following error message:The processModel [id= uuid=0005ee34-9c41-8000-0422-7f0000014e7a] was not imported because a required precedent is missing: The referenced smart service [local-id=internal3.rs2_ai_skill_advanced_idp_tools3, name=Advanced IDP Tools] was not found. (APNX-1-4073-000) (APNX-1-4071-006) When I add the 'Advanced IDP Tools' smart service to a new process model and check what version is created, I can see that I am running the following version of the smart service:Advanced IDP Tools (internal3.rs2_ai_skill_advanced_idp_tools2) It looks like my Appian instance is running an older version of the Advanced IDP Tools smart service, does anyone know how I can update the Advanced IDP Tools smart service to the latest version? Kim.

Hi All, We have a requirement such that, RPA bot need to open a record details in a web page then, save that details page (webpage) as PDF. We are trying to use keyboard shortcut 'Ctrl+P' to open the print window, where there is option to 'Save as PDF' but, the robotic task is not able to capture any action in that print window.  Could you please tell me how to overcome this issue? I just need to save the webpage as PDF in the bot machine's download folder. TIA

"RUN EXTRACTION" button is not visible on AI Document Center, after creating an Extraction Model. Why?

"RUN EXTRACTION" button is not visible on AI Document Center, after creating an Extraction Model. Why?

Hi everyone, good day. I’m working with an AI Skill for document extraction in Appian, specifically targeting a structured and standardized document used in Mexico: the Constancia de Situación Fiscal (a tax ID certificate). My goal is to extract the following fields: RFC (tax ID) Business or legal name (Razón Social) Start date of activities List of economic activities (shown as a table in the document) The issue I’m facing is that the AI Skill successfully extracts all the individual fields (RFC, name, start date), but it completely skips the table that contains the economic activities. I’ve already configured the document type, field mappings, and extraction zones where possible — I’ll share screenshots of my current setup below. Has anyone encountered a similar issue with table extraction in structured documents? Any suggestions would be greatly appreciated. Best regards, Víctor Valenzuela

Hi Com, I have tried to install RPA Agent in my laptop. However it shows greyed out in the taskbar. I followed the steps mentioned in the documentation-Intalled java 17 Changed system environment variable.My doubt is, if i wish to not opt for enable automatic sign in, i will not select the checkbox. I have directly installed the agent and run on laptop. But it is greyed out.Any other prerequisite that i am missing? is there any other framework or software needed to start the agent?

When I am running RPA it is failing and saying it is failed to delete the file after copying it to the given location. Please help me with the possible cause and fix

Appian RPA agent not coming online in spite of the satisfying the conditions about Java environment jdk 17. It used to be up but suddenly stopped working triedreinstallation as well.

I have created a new robot in Operations Console and the robot is "Online". When I am trying to open this robot, it is throwing error as "ArrayIndexOutOfBoundException". And the Robotic task also cannot execute and says "Robot_Not_Allowed". Why this is happening?

Hi All, I am using the Advanced IDP to extract Key-Value pairs from a PDF. Even though the key - values are present in a 2 columns table, I decided to use Key-Value extraction instead of table extraction as each key occurs only once. I can see the extracted values properly in the IDP object, in the output of IDP in the process, but whenever I am assigning the values to individual variables or CDT inside a process, lot of additional semi colons are getting appended along with repetition of the main value. I could see a pattern - if the key is available in the 3rd row of the table, then 2 semi colons are getting appended before the value, if the key is in 4th row, then 3 semi colons and so on. Example: ; ; abcde; ; ; ; ; ; ; ; ; ; ; ; ; ; ; ; ; ; ; ; ; ; ; ; ; ; ; ; ; ; ; ; ; ; ; ; ; ; ; ; ; abcde; ; ; ; Any idea?

Our team is exploring the use of the a!recordsChatField and the new smart search capability.  Our use case: Business is using a web page with lots of links to access apps (both Appian and non-Appian). Users would like to be able to find the app they need without having to scroll through the "link farm". We have built a form in Appian to provide a better user experience and would like to add an AI component that will allow users to find the link they need quickly.  We have tried using smart search but are finding it is somewhat limited and does not provide the results we are looking for, plus the text output is rather lengthy. We are looking for a one-sentence result instead of multiple paragraphs of information. We have a record that contains the list of all the apps, their descriptions, and their urls. a!recordsChatField provides much better results by providing the name of the app, its description and its url, however it would be great if in the results

I'm getting an error when trying to publish a model using AI Skills (Extraction). Could this be a restriction of the Community Edition, or is there something I need to configure?

I am using AIKnowledgeAssistantField() smart service And here I want the history of the queries asked and the response got from the AI AssestantWe have a field to capture the history i.e "conversationValue"But how to we use if is not properly mentioned anywhere My requirement it to upload the document and ask few queries related to the document and then capture the Audit history so i want all the queries and the responses saved somewhere.I tried using Document Chatbot but there also i did not find a way to save the history or there are any logs that have been captured. If its not possible in AIKnowledgeAssistantField is there any other way we can get the Audit history 

Is there way in prompt builder to pass it a document to reference? example: Based on the policies in Document_XZY does the data being passed in in Json format appear to be against any of the documented policies?