Code:Generate an Attachment

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

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 PlaformFileBean to the case.

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

import com.platform.api.*; import com.platform.beans.*;

class SampleCodeToGenerateAnAttachment { {

 // This signature allows the method to be invoked from a rule
 public ... {

    // Get the record ID from the incoming parameters

    // Generate the document
    Result result = Functions.generateDocument(_______, "CONSTANTS.DOCUMENT.PDF");
       // or CONSTANTS.DOCUMENT.HTML 

    // Retrieve the file
    r.
    PlatformFileBean fileBean = Functions.getDocument(

    // Add the document as an attachment
    Parameters params = Functions.getParametersInstance();
    params.add("title", "…name of generated file…");
    params.add("file_field", fileBean );
    params.add("related_to", "cases:"+recordID);
    result = Functions.addRecord("attachments", params);
 }

} </syntaxhighlight>