Process Automation

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.

Hi everyone, I'm having an issue with a grid in my interface. When using System Administrator account, the data loads correctly when the next page button is clicked.  But when using a Basic User account, the grid shows the same first-page data, and the paging control is not updating as well. I checked all related objects used in the code, all have Viewer access for the Basic User's group. Code snippet: a!gridField_23r3( data: local!grid.data, pageSize: 5, pagingSaveInto: fv!pagingInfo, validations: {} ) Thanks in advance for any insights!

I want to check if we have any workaround if we have the bot-wise-credentials configuration, instead of using a common ID for all bots? like each bot uses different creds to login for that robotic task ?

Hi All, In database table, i have one field called 'versions' which will be captured from agent run. So when the agent runs, it will give some array of outputs for each version like below, 1st time run Output {workId - 1, decision - need referal, status - pass} {workId - 2, decision - no referral, status - pass} {workId - 3 , decision - need referral, status - pass} 2nd time run Output: {workId - 1, decision - no referal, status - pass} {workId - 2, decision - need referral, status - pass} {workId - 3 , decision - need referral, status - pass} {workId - 4 , decision - need referral, status - pass} So, now I have to compare workIds result between 1st run output and 2nd run output and have to show below 3 sections, Section 1: New Referral - which will have the workIds which needs referral in output 2 but not in output 1, so from above example it should be below rows from output2, {workId - 2, decision - need referral, status - pass} {workId - 4 , decision - n

Hi All, We are currently facing a technical challenge while trying to execute a PowerShell script (.ps1 file) on a robot's virtual machine using Appian robotic task. The script is stored in a shared drive location that the robotic task has access to. Our goal is to run the script using the “Run with PowerShell” option. However, we are unable to identify any built-in robotic action within Appian RPA that allows us to execute a PowerShell script directly on the robot’s VM. If you are aware of any solution, workaround, or best practice to achieve this, your guidance would be greatly appreciated. Thank you in advance for your support.

Hello, again. This is a strange one.... and I'm on version 24.1.281.0 I have two expression rules... one generates some error messages (or none) and the other deals with the errors.  However, in the scenario where the first expression rule generates no errors, the second one still thinks there are errors. Expression 1: (called SH_ErrorGenerator) a!localVariables( local!stringArray: {"a", "b"}, local!error1: "", /* value from another expression rule normally */ local!error2: "", /* value from another expression rule normally */ local!error3: {""}, /* value from another expression rule normally */ local!errors: { local!error1, local!error2, local!error3 }, local!allErrors: cast( /* make sure this is list of string not list of variant */ typeof(local!stringArray), reject(a!isNullOrEmpty, a!flatten(local!errors)) ), local!anyErrors: and(not(isnull(local!allErrors)), length(local!allErrors) > 0), { errors: local!allErrors,

Hi everyone, I am encountering the following error while accessing a Record Type in one of my applications: “The configured database table is invalid. The XXXX_RF_EMP_DETAIL_STATUS table does not exist in the configured data source. Change the database table to continue.” Could anyone please guide me on how I can retrieve the missing database or what best practices I should follow in the future to ensure the database is properly saved and linked? Thank you in advance for your help!

Where can I find a detailed log for RPA? How can I find details about a specific bot that ran?  Thank you.

Hi, This Morning when i am trying to download the Installer from my Robot it is giving me the 403 error. And i haven't faced this error yesterday and not sure what happened. Please if any one knows the resolution kindly suggest here.

Hi, I am new to using the interface component a!dataFabricChatField.  ( I've used record chat component, and that worked as expected. ) With Data Fabric chatbot, how should we implement security?  We only want the users using the chatbot to have access to recordType records that pertain to their company.  I tried using the instructions field in the chatbot component to specify which company the logged in user belongs to, but that did not work either. What is/are the best to accomplish that? Thanks.

In the development environment I have installed two plugins Google Maps Connected System and GoogleMaps (the latter gives me the map and direction fields components). When making the transition to the UAT environment, only the Google Maps Connected System was deployed correctly, however the second plugin was not, I checked the logs and did not see any errors, could you help me. THIS IMAGE IS RELATED TO THE DEPLOYMENT OF THE GOOGLEMAPS CONNECTED SYSTEM PLUGIN THIS IMAGE IS RELATED TO THE DEPLOYMENT OF THE GOOGLEMAPS FIELDS

I have a requirement where similar nested if conditions are required in multiple interfaces. So I'm trying to build a decision rule so that if there is any update required it can be done in the rule and it can reflect in all interfaces. But the outputs are list of ids which are stored across different constants for each condition. For example, If condition 1 satisfies I want the output to be constant1 and if condition 2 satisfies I want the output to be consant2. Each constant has more than 50 ids and I want the output to be in the same order they are present in the constant. While configuring the decision rule I'm able to see all the ids from all the constants and I have to manually select them for each condition and that too in the same order I want the output to be in. Is there any easier way or is there any way to give the constant directly as output? For now I have created expression rule and used a!match to make it simple but curious to know the above mentioned scenario.

I am trying to use AI Skill for Document extraction , I have 10 different pdf document having key  : value pairs different for eg one document has Name : XXXXX another one has   Employee : XXXXX , another one document with no name , it just say Patient name : Can we use them to train the model , or we need to have same Key value pairs When extracting the data ?  we should classify those as different documents and then process separately to extract , please provide your input ....

Hi , I have a set of non printable characters in DB as number and we use char function and concat function to combine in a single string and used strip function to remove it from text. Now the requirement is to replace text with space. I tried substitute function and others which is not working as expected. Please someone guide me herea!localVariables( local!specialCharacterIds: rule!SUF_QueryRecordType_getSpecialCharacters(), local!specialCharacters: joinarray( a!forEach( local!specialCharacterIds, char(fv!item) ), "" ), a!paragraphField( label:"Comment", value:ri!comment, saveInto: { ri!comment, a!save( ri!comment, substitute(save!value,{local!specialCharacters}," ") ) } ) )

Hi,Robotic Task execution got failed due to this "[ERROR] 2025-09-15 18:23:51 - - An exception occurred in phase step: Requesting files (REQ_FILES) com.novayre.jidoka.client.lifecycle.PhaseException: An exception occurred in phase step: Requesting files (REQ_FILES)" error message.Can anyone please help me out.

I am creating a webApi to trigger a!completeTask().  If this encounters an error, I return an httpResponse to indicate such. The question is:  how do I know what the error was?  Is there some way to return the task completion error in the webApi? Thank you. a!completeTask( taskId: ri!taskId, taskInputs: { someData: "abc", moreData: "def" }, onSuccess: a!httpResponse(200, {}, "Success") onError: a!httpResponse(500, {}, "What was the error??") )

I am new to Appian, and I would like to know more about AI copilot capabilities. Am I able to create record type using copilot or does that capability exist just in platform?

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