Code:Generate an Attachment

This example uses a Document Template to generate a PDF or HTML document, and then attaches the document to the current case.

(This example assumes the method will be called on a Case record. It could be generalized to operate on a record in any object, but it's a rare Document Template that would work for any record.)

In outline, the process is:

1. Get the record ID from the incoming method parameters.
2. Use the generateDocument API to create a PDF (or HTML) document from an existing template.
3. Use the getDocument API to retrieve it, in the form of a PlatformFileBean.
4. Use the addRecord API to attach the document to the case.

<syntaxhighlight lang="java" enclose="div">

package com.platform.yourCompany.yourPackage;

import com.platform.api.*; import com.platform.beans.*; //import java.util.*;

public class UtilityFunctions {

 // This signature allows the method to be invoked from a rule.
 // We assume it is invoked on a Case record.
 public void generateAttachment(com.platform.api.Parameters inParams)
    throws Exception
 {
    String documentTitle = "PUT TITLE OF GENERATED DOCUMENT HERE";
    String templateID = "PUT ID OF DOCUMENT TEMPLATE HERE";

    // Get the record ID from the incoming parameters
    String recordID = inParams.get("id");

    // Generate the document
    Result result = Functions.generateDocument("cases", recordID, templateID, 
                                               CONSTANTS.DOCUMENT.PDF);
                                         // or CONSTANTS.DOCUMENT.HTML 
    int resultCode = result.getCode();
    if (resultCode < 0) {
       String msg = "Document generation failed";
       Logger.info(msg + ":\n" + result.getMessage(), "genAttachment");
       Functions.throwError(msg + ".");
       return;
    }

    // Retrieve the document as a PlatformFileBean
    String docID = result.getId();
    result = Functions.getDocument(docID);
    resultCode = result.getCode();
    if (resultCode < 0) {
       String msg = "Failed to retrieve the document";
       Logger.info(msg + ":\n" + result.getMessage(), "genAttachment");
       Functions.throwError(msg + ".");
       return;
    }
    Parameters docParams = result.getParameters();
    PlatformFileBean fileBean = docParams.getPlatformFileBean(docID);

    // Add the document as an attachment
    Parameters params = Functions.getParametersInstance();
    params.add("title", documentTitle);
    params.add("file_field", fileBean );
    params.add("related_to", "cases:"+recordID);
    result = Functions.addRecord("attachments", params);
    resultCode = result.getCode();
    if (resultCode < 0) {
       String msg = "Failed to attach document to case";
       Logger.info(msg + ":\n" + result.getMessage(), "genAttachment");
       Functions.throwError(msg + ".");
       return;
    }
 }

} </syntaxhighlight>