Process Automation

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

I have to open a web page as RPA Task and scroll down to click on an icon to extend the additional info. Upto scroll down to that particular section, it is working fine. But I am not able to click on the add icon to extend. Can someone guide me with the configuration.

In a queryentity function, in an interface, I'm getting an error like "Unexpected error executing query (type: [CPVAccountsStatementTrackerDT8331], query:[queryentity expression], order by: [[Sort[FinancialInstitutionOther asc]]], filters:[(firmId = TypedValue[it=1,v=-1)])". How should I resolve this error. In one of filters, we are filtering based on -1 but this is working in some environment while failing at  some.

I created and RPA to upload a document(CSV File) from a Virtual Machine to Appian.  Everything works fine when I run the RPA manually, ie select execute from the robotic process.  However when  the RPA runs as part of my process model,  I get the following error. [ERROR] 2022-11-14 17:55:06 - - Error code APNX-1-4530-023 with message "The document cannot be uploaded because the storage limit exceeded, you do not have privilege or the document name is not unique." found for resource /api/v1/uploadDoc[WARN] 2022-11-14 17:55:06 - - Method manageException invoked I'm sure it must be some security setting in my Process model, but I can't figure it out.  Any ideas?

Hi, I have a RPA that takes files from my local machine and upload them into an Appian folder with the Upload Document module provided in Appian Services.. When I run the RPA within the Appian RPA console it works perfectly fine. I want to trigger this RPA from an Appian Process Model that uses the Robotic Process Smart Service but when I do so the RPA start fine but then I have an error that I can't solve so far... (looks like it's about the Target Folder).Error code APNX-1-4530-021 with message "docFolderUuid query paramter is not found." found for resource /api/v1/uploadDoc Can anyone help me? Thanks, Jeremy.

I'd like to understand how the count of descendant rules affects interface performance and how this count is calculated.

HiCan we extract data from unstructured documents using Appian IDP Gen AI features