Category:Email and Document Management

The Email and Document Management Java APIs manage Email and Documents.

sendEmail

Sends an email.

Syntax

Functions.sendEmail(String objectName, String recordId, String to, String cc, 
          String subject, String body, String attachmentTemplateIdList, 
          String attachmentIdList {, TenantContext context} );

Parameters

objectName

The name of the object the email relates to, or the objectId. This field is required, and must be a non-empty string.

recordId

The identifier of the record the message relates to. This field can be an empty string ("").

to

A list of comma-separated email addresses

cc

A list of comma separated email addresses

subject

A descriptive text string

body

The contents of the email message (static text).

attachmentTemplateIdList

A list of comma-separated print template identifiers. The template variables are evaluated at run time, their values are substituted, and the resulting documents are then sent as attachments.

attachmentIdList

A list of comma-separated document identifiers in your documents folder to send as attachments

context

An optional TenantContext Object used to send an email using a user-alias in another tenancy.

Considerations

• You can use this method to send attachments with data from the record using the template defined in the print template.

• In order for the template variables to be populated, the print template ID passed to the API must be defined in the object that is specified in the first parameter - objectID

• Successful execution of the call adds an entry in the 'Activity History' section of the record that is specified in the second parameter - recordID.

• The values specified in the 'to' and 'cc' fields can be retrieved using requestParams object.

• Direct email addresses can also be passed as a string in the API parameters.

• In order to send email to multiple addresses with multiple attachments specify the various values in a comma-separated string.

Return

Result object

Example

This example calls sendMail for a contact.

String contactID = ""; String attachmentIdList = ""; String attachmentTemplateIdList = ""; // Some code to populate contactID. // Some code to populate attachmentIdList. // Populate the attachmentTemplateIdList with template ID of the Print Template Result sendEmailResult = Functions.sendEmail("CONTACT", contactID, "joe.smith@acme.com,mark.smith@acme.com", "cc.smith@xyz.com", "Some subject", "Hello, This email was sent from the Java API", attachmentTemplateIdList, attachmentIdList);

sendEmailUsingTemplate

Functions.sendEmailUsingTemplate(String objectId, String recordId, String to, String cc, String subject, String bodyTemplateId, String attachmentTemplateId, String attachmentIdList)

Sends an Email message evaluating the Template identified by bodyTemplateId as the body of the email message.

Sends an email with content based on a template defined in the 'Template' object.

In order to send an email using a template, add a template in the 'Template' object.

The template created is associated with a template ID.

Populate the bodyTemplateID of the API with the template ID.

Syntax

Result result = Functions.sendEmailUsingTemplate(String objectID, String recordID, 
    String to, String cc, String subject, String bodyTemplateID, 
    String attachmentTemplateIdList, String attachmentID);

Parameters

objectID

The identifier of the related object

recordID

The identifier of the related record

to

A list of comma-separated email addresses

cc

A list of comma separated email addresses

subject

A descriptive text string

bodyTemplateID

ID of the template created in 'Template' object. Its template is evaluated at run time, the template variables substituted, and then sent as the body of the message.

attachmentTemplateIdList

A list of comma-separated print template identifiers. The template variables are evaluated at run time, their values are substituted, and the resulting documents are then sent as attachments.

attachmentIdList

A list of comma-separated document identifiers in your documents folder to send as attachments

Return

Result object

Example

This example calls sendEmailUsingTemplate for a contact.

String contactID = ""; String attachmentTemplateIdList = ""; String bodyTemplateID = ""; String attachmentID = ""; // Some code to populate contactID. // Populate attachmentTemplateIdList manually from the template Ids displayed in UI from Template object // Populate bodyTemplateID manually from the template Id displayed in the UI from Template object Functions.sendEmailUsingTemplate("CONTACT", contactID, "joe.smith@acme.com,mark.smith@acme.com", "cc.smith@xyz.com", "Some subject", bodyTemplateID, attachmentTemplateIdList, attachmentID);

generateDocument

Functions.generateDocument(String objectId, String recordId, String templateId, String format)

Generates document of templateId evaluated with params in the format.

If the format is PDF, it generates the document in PDF format, otherwise HTML format. It relates this generated document to the object of type objectId and record identifier recordId.

Generates a document based on an HTML Print Template.

Considerations

JSP Print Templates cannot be used, currently.

Syntax

Result result;
result = Functions.generateDocument(String objectID, String recordID, 
                                    String printTemplateID, String format);

Parameters

objectID

The identifier of the related object

recordID

The identifier of the related record

printTemplateID

The name of the print template

format

You can specify 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

Example

This example calls generateDocument for a lead, creating a HTML document.

String printTemplateID = "";
String leadID = "";
// Some code to populate printTemplateID.
// Some code to populate leadID.
Result result = Functions.generateDocument("LEAD", leadID, printTemplateID, CONSTANTS.DOCUMENT.HTML);
int resultCode = result.getCode();
if(resultCode < 0)
{
    String msg = "Some Message";
    Functions.debug(msg + ":\n" + result.getMessage());  // Log details
    Functions.throwError(msg + ".");                     // Error dialog
}
else
{
    // Some business logic.
}