Java API:Document Management

The Document Management Java APIs are used to generate and manage documents.

Access Documents

• getDocument(String id)

Get a document by specifying its ID.

• getDocumentByTitle("title")

Get document by name, or all documents if an empty string is passed.

generateDocument

Generates a document based on an HTML Document Template.

Syntax

Result result;
result = Functions.generateDocument(String object, String recordID, 
                                    String templateID, String format);

Parameters

object

The name or identifier of the object that contains the record of interest.

recordID

The identifier of the record to pass to the template.

printTemplate

The identifier of the Document Template.

To get the template ID:

• Go to > Objects > {object} > Document Templates
• Click the Wrench icon to edit the view or create a new one
• Add the recordID field to the view
• In the listing, find the ID of the Document Template you'll be using

format

CONSTANTS.DOCUMENT.HTML -or- CONSTANTS.DOCUMENT.PDF

This option applies to HTML and PDF templates. Word templates always produce Word files. PowerPoint templates produce PowerPoint files.

Return

Result object

Usage

• Get the object name from the Object Properties
• Get the template name from the Document Template
• Get the record ID from the incoming parameters
• Use result.getID() to retrieve the document ID
• Pass it to the getDocument method to get a PlatformFileBean that contains the document

Example

This example calls generateDocument on a case to create an HTML document.

String printTemplate = "";     // Code this value
String recordID = "";          // Get this value from incoming parameters
  ...
Result result = Functions.generateDocument("cases", recordID, printTemplate, CONSTANTS.DOCUMENT.HTML);
int resultCode = result.getCode();
if(resultCode < 0)
{
    String msg = "Some Message";
    Logger.info(msg + ":\n" + result.getMessage(), "Doc"); // Log details
    Functions.throwError(msg + ".");                       // Error message
}
else
{
    String doc_id = result.getID();
    PlatformFileBean file = Functions.getDocument(doc_id);

    // Additional business logic...
}