Process Automation

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?

I have a list like {1,2,3,4}, I want to add new items like {1,2,3,4,5,6,.....} in the same list without using a new variable to store the new list.

So in the above pic i have an interface where i gave the user an option where he can select or reject a candidate. And when he clicks select a candidate, a mail will be sent to the candidate saying he has been selected for the job and when the user hits reject, a mail will be sent to the candidate saying sorry you have been rejected. So i created this process model and kept 2 emails for the both different mails.Is this the correct format or am i missing something. Can someone Please guide me through this.

I have created a Robot in Appian RPA and it comes online. At the end of the day when I turn off my system the robot goes offline and the next day, in order to bring it back online I have to download the new installer and install it again. Then only robot comes online. Is there any way we could bring the robot back online without having to download and install the installer again every day?

Hi everyone, I'm working on a Robotic Task in Appian RPA that performs the following steps: Opens a browser and accesses a web portal. Enters credentials (passed as text input). Navigates through some pages and downloads a file (PDF). Accesses the local folder where the file was saved. Currently, after downloading the file, the robot uses Upload Document to upload it to Appian as a Document. My question is: Is there a way to pass the downloaded file directly to the process model without using Upload Document? In other words, I’d like to avoid explicitly uploading the file to Appian and see if it’s possible to return it directly to the process model as a file in memory or temporary file reference using the output data tab of the robotic task. Has anyone dealt with a similar scenario? Thanks in advance for any suggestions!

Hello team, We have a requirement to implement an chatbot in Appian and similar to Enterprise copilot. Will it be possible to use this Appian LLM standalone whenever needed? So that we can make the bot LLM configurable. We have to give option to connect with Appian LLM / OpenAI / Azure OpenAI. Thanks in Advance!

Hi, I have created a Robotic Task and I am able to save data from some attributes in variables of Robotic Task. I have created a process model and called "Execute Robotic Task" smart service to run this task. I want to get this output variables from my robotic task in my process model variables. How to do that?

Hi team, where we can find the sample invoice documents in our Appian documentation? to train the document classification model. thanks in advance!

I have a structure of record type A like this: {id: other business field:, relationships: record Type2: { id, A_id, other business field } recordType3:  { id, A_id, other business field } }, After user change the data, I want to check whether the business field is actually modified. What I thought is to traverse the list of this record and construct new objects using the business field, use the new objects to compare. I want to know is this the only way to solve my problem? Is there any easy way can solve this.  

I'm encountering an issue where I need my suggestion function to return both a dataSubset and an output value (like a flag). The goal is to allow users to enter a new project code if it doesn't exist and make dependent fields editable. I need a way to pass that output from the rule back to the interface Trying with a!update