Skip to main content
tracyl
December 1, 2023
Question

Document Name Filtering to Filter By "include" instead of "starts with"

  • December 1, 2023
  • 7 replies
  • 0 views

I have created a Document Name filter for documents uploaded to the current application I'm working on. However, based on how documents are set up in Appian, I am only able to retrieve the document name through Appian's Document ID. I am using a!pickerFieldDocuments() to filter by documents, but the issue is that when I type in the document name it only pulls up results based on what the document name starts with. I would like the document name filter to use partial name searching instead so that instead of having to know what the document name starts with I can just type in any text included in the name to pull up the results. But I am finding this rather difficult to do using Appian's Document ID to retrieve the document's name property. Does anyone know how to resolve this? Thanks.

7 replies

stefanhelzle0001
Brainy
December 1, 2023

Sure. When I upload documents to Appian, I store the meta data to a database table. Then I can do whatever I need.

tracyl
tracylAuthor
December 1, 2023

We are currently storing the document data to a document data type. We have all of the document attributes except document name but I know we can use Appian Document ID to retrieve the document name? 

stefanhelzle0001
Brainy
December 1, 2023

I am not sure I understand. When I upload a document, Appian stores the binary data to disk, and I can retrieve the default set of meta data using the document() function. Typically I need more than that, so I manage my set of meta data in a table that holds the document ID as a reference. The file stays where it is.