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AARI Forms - document

  • March 23, 2026
  • 6 replies
  • 32 views
A

Hi All,

Which types of documents support in document form view. I have tried Excel to be viewed but it's not loading. Anyone have any suggestions/idea?

 

Thanks in advance 

Best answer by Aaron.Gleason

​@Aakash 13 Your form input field appears to be a file (e.g., a file picker element). You’re feeding this file element a string.

To display a PDF in a form, you will have to use the Interactive Forms package in a Task Bot. The Document element in a form does not allow for inputs at this time. 

Your Task Bot will have to raise its own form via an Interactive Forms: Display action. Then you can use the Interactive Forms: Set action to set the PDF to the Document element on the form.

If you want interactivity with the form itself, use the Trigger Loop package to accomplish this. You can trigger on form fields changing, buttons being pressed, etc.

To close the form in your Task Bot, use the Interactive Forms: Close action.

Let me know if you need some demo code.

6 replies

Aaron.Gleason
Automation Anywhere Team
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  • Aaron.Gleason
  • Automation Anywhere Team
  • March 23, 2026

​@Aakash 13 Those are documents that could normally be viewed within a browser. PDF, text, HTML all work for that element. Be aware you may have to use the Interactive Forms package within a Task Bot to make a document appear in that form element.

A
  • Aakash 13
  • Author
  • Cadet | Tier 2
  • March 23, 2026

​@Aakash 13 Those are documents that could normally be viewed within a browser. PDF, text, HTML all work for that element. Be aware you may have to use the Interactive Forms package within a Task Bot to make a document appear in that form element.

Hi ​@Aaron.Gleason ,

Let me check it, thanks for your response.

DS78
Most Valuable Pathfinder
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  • DS78Most Valuable Pathfinder
  • Most Valuable Pathfinder
  • March 24, 2026

Hi All,

Which types of documents support in document form view. I have tried Excel to be viewed but it's not loading. Anyone have any suggestions/idea?

 

Thanks in advance 


Files supported are PDF and image file types, such as JPG and PNG.

 

🤝Let's connect on LinkedIn: https://www.linkedin.com/in/dipendra-shekhawat/ >>>>>>>>>>>> 📺Check out my YouTube channel - https://youtube.com/@AutomationFeed
    A
    • Aakash 13
    • Author
    • Cadet | Tier 2
    • March 24, 2026

    Hi ​@Aaron.Gleason ,

    Here is the flow i have created
    Step1: it will display a form to upload file 

     

    2 I have converted excel file to pdf and passing location as output

     

    3 Passing the output value from bot to the display form.



    My bot is struck at this place, it's not displaying PDF file.
     

     

    Aaron.Gleason
    Automation Anywhere Team
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    • Aaron.Gleason
    • Automation Anywhere Team
    • Answer
    • March 24, 2026

    ​@Aakash 13 Your form input field appears to be a file (e.g., a file picker element). You’re feeding this file element a string.

    To display a PDF in a form, you will have to use the Interactive Forms package in a Task Bot. The Document element in a form does not allow for inputs at this time. 

    Your Task Bot will have to raise its own form via an Interactive Forms: Display action. Then you can use the Interactive Forms: Set action to set the PDF to the Document element on the form.

    If you want interactivity with the form itself, use the Trigger Loop package to accomplish this. You can trigger on form fields changing, buttons being pressed, etc.

    To close the form in your Task Bot, use the Interactive Forms: Close action.

    Let me know if you need some demo code.

    A
    • Aakash 13
    • Author
    • Cadet | Tier 2
    • March 25, 2026

    ​@Aakash 13 Your form input field appears to be a file (e.g., a file picker element). You’re feeding this file element a string.

    To display a PDF in a form, you will have to use the Interactive Forms package in a Task Bot. The Document element in a form does not allow for inputs at this time. 

    Your Task Bot will have to raise its own form via an Interactive Forms: Display action. Then you can use the Interactive Forms: Set action to set the PDF to the Document element on the form.

    If you want interactivity with the form itself, use the Trigger Loop package to accomplish this. You can trigger on form fields changing, buttons being pressed, etc.

    To close the form in your Task Bot, use the Interactive Forms: Close action.

    Let me know if you need some demo code.

    Thank you so much, It works

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