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pchukka
Cadet | Tier 2
January 9, 2023
Question

How to display file in "Document" Element in AARI Form

  • January 9, 2023
  • 13 replies
  • 828 views

Requirement: Display the pdf file in the Document Area of AARI Desktop.

Scenario1 - Expected Functionality

1. I have used "Interactive Forms" Action in Task Bot

2. Used "Set value" to Form Name:<Form>, Element:<Document Element>, File Location path: <C:\Users\"username"\Documents\Test.pdf>

3. Run the Bot, "Test.pdf" file is displayed at Document Element. Which is Good.

Scenario 2 - AARI Desktop

1. I have used new form with "Select File" element.

2. I have created another new form with "Document" element.

​​​​​​​3.Created a new Process and Added Human Task "Form with Select File - Step1"

3.1. Added a Select file element - User should click the browse and select the file

​​​​​​​4.Added a new human task with Document element (Step-2) and set Form Data Feed of Document Area to "UploadFileElement.Output".

5.click Run. User Selected the file through Browse button and the selected file will be displayed at Document Area.

But my requirement is the document should be displayed in AARI Desktop according to the

Scenario-1.    How should I achieve this requirement?

 

1. I have created a form with "Document" element and set Default File value as "<C:\Users\"username"\Documents\Test.pdf>".

2. Created a new process and Added Human Task with Document Area

3. Run the Process, File is not displayed at "Document Area", and page is in buffering.

 

13 replies

Show previous replies
Padmakumar
Premier Pathfinder | Tier 7
Padmakumar
Premier Pathfinder | Tier 7
August 5, 2025

With local file path as reference, problem is that the document viewer in forms within AARI keeps on loading/spinning/buffering. (coming back to main issue)

And got to know the reason as well why that happens from official documentation below,
  
Note: Because of the security restrictions that modern browsers apply towards accessing local files, uploading a document to Automation Co-Pilot or Document Automation storage is a prerequisite to use files in web forms (such as displaying it in a Document element). Therefore to display local files, we recommend that you use an Interactive Form in an attended bot. When designing a web form, the default local file path is not applicable.

link here

 

 

Here is a sample process that I made to showcase the same. I am using two forms; one is to choose a file (I hope in your case, this is where human intervention is required), and the second one is to display the same.

 

In between, I am also using a task bot to convert the String-type (file path) variable to a File-type variable. This will be assigned to the Display Form as an input.

 

 

 

 

Output

 

 

Padmakumar
J
joshir17
Cadet | Tier 2
August 17, 2025

Hi ​@Padmakumar,

I tried using method 1, but I am not able to understand how to pass this Base64 string as the input to the Human Task’s Document element. The document element only expects file path or url. Could you please throw light on this?

R
Rega
Cadet | Tier 2
March 4, 2026

With local file path as reference, problem is that the document viewer in forms within AARI keeps on loading/spinning/buffering. (coming back to main issue)

And got to know the reason as well why that happens from official documentation below,
  
Note: Because of the security restrictions that modern browsers apply towards accessing local files, uploading a document to Automation Co-Pilot or Document Automation storage is a prerequisite to use files in web forms (such as displaying it in a Document element). Therefore to display local files, we recommend that you use an Interactive Form in an attended bot. When designing a web form, the default local file path is not applicable.

link here

 

 

Here is a sample process that I made to showcase the same. I am using two forms; one is to choose a file (I hope in your case, this is where human intervention is required), and the second one is to display the same.

 

In between, I am also using a task bot to convert the String-type (file path) variable to a File-type variable. This will be assigned to the Display Form as an input.

 

 

 

 

Output

 

 

can you share how did you convert the string type to file type variable to convert it to base64

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