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Set Up AI Document Builder

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This content applies solely to Requirements Management, which must be purchased separately from the Appian base platform. This content was written for Appian 26.6 and may not reflect the interfaces or functionality of other Appian versions.

Note:  RM 2.6 and later requires AI Document Builder 1.2 or later.

After you have installed AI Document Builder (AIDB), the following configurations are required to use AI Document Builder (AIDB) with Requirements Management (RM):

Configure group memberships

To enable the access for AI Document Builder in Requirements Management:

  1. Add AS RM All Business Users to AS AIDB Users for Requirements Management (RM) users to create documents in AI Document Builder.
  2. Add the appropriate role groups to AS AIDB Manage Templates for users to create and edit templates on the AI Document Builder page.

Configure the record context

To configure the record context for Requirements Management in AI Document Builder:

  1. Go to Solutions Hub > AI Document Builder Application > Functionality > Record Context Configuration > Customize.
  2. Call the rule AS_RM_AIDB_CONFIG_recordContextSearchSelect in the customization.

Caution:  If a configuration already exists in the _custom rule, append the new value to the existing code rather than replacing it. Replacing the existing code may break other solutions that integrate with AI Document Builder.

AIDB Solutions Hub toggle to call the record context rule.

Enable Document Builder module

The Document Builder module must be enabled in the Solutions Hub before users can access AI Document Builder from the RM application. See Enable Document Builder module.

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