Issue attaching file to Email Client Template from HR Agent Workspace

[cbsden]

I need to pull in the attachments from 2 separate managed documents records when I apply an Email Client Template from the HR Agent workspace on an Employee Relations case. Template is applied, but the attachments are not being attached to the email draft.

I have the Email Client Template name set up as "Medical Documentation Cover Letter"

I have the Managed documents records set with names of " ER Accommodation Provider Request Medical Info" and "ER Accommodation 2026 ROI"

I have a business rule executing on the "sys_email_draft_ table; when to run = After Insert; and the following script:

(function executeRule(current, previous) {

    // TEMPLATE CHECK

    var templateName = (current.getDisplayValue('template') + '').toLowerCase().trim();

    if (templateName != 'medical documentation cover letter') {

        return;

    }

    // DOCUMENT NAMES

    var documentNames = [

        'ER Accommodation Provider Request Medical Info',

        'ER Accommodation 2026 ROI'

    ];

    for (var i = 0; i < documentNames.length; i++) {

        var docRevGr = new GlideRecord('dms_document_revision');

        docRevGr.addQuery('document.name', documentNames[i]);

        docRevGr.addQuery('active', true);

        docRevGr.orderByDesc('sys_created_on');

        docRevGr.setLimit(1);

        docRevGr.query();

        if (!docRevGr.next()) {

            gs.warn('No revision found for: ' + documentNames[i]);

            continue;

        }

        // COPY ATTACHMENTS

        GlideSysAttachment.copy(

            'dms_document_revision',

            docRevGr.getUniqueValue(),

            current.getTableName(),

            current.getUniqueValue()

        );

    }

})(current, previous);

[Tanushree Maiti]

Hi @cbsden 

Check this: Attach a document from Managed Documents to an email 

Add Attachments to the Email Client Template automatically

Copy attachments to Email Client Template (...)