ER Summary Report - Document Template

[ErinF]

I am making some updates to the OOB ER Summary report document template and would like to include a section that lists the names of any attachments on the case. Has anyone found an easy way to do this? Would a Doc Template script be the best option? 

[VarunS]

Hi @ErinF ,

Yes, a Document Template script is a good approach for this. You can use a template script to query the attachments on the ER case and dynamically insert their file names into the generated report.

Here's how you can approach it:

1. In your ER Summary Report document template, add a placeholder section where you want the attachment names to appear.

2. Create a Document Template Script that queries the sys_attachment table for records associated with your ER case. You can use something like:

var gr = new GlideRecord('sys_attachment');

gr.addQuery('table_name', 'sn_hr_er_case');

gr.addQuery('table_sys_id', current.sys_id);

gr.query();

var attachments = [];

while (gr.next()) {

    attachments.push(gr.getValue('file_name'));

}

template.put('attachment_list', attachments.join('\n'));

3. Then reference the variable in your document template (e.g., ${attachment_list}) to render the list of attachment file names.

A few things to keep in mind:

- Make sure the script runs in the context of the ER case record so that "current" refers to the correct case.

- If you also want to include attachments from related records (e.g., tasks or interactions linked to the case), you'll need to extend the query accordingly.

- Test with the Document Template preview to confirm the attachment names render correctly before publishing the updated template.

Hope this helps!