Assistance Needed: Export Emails as PDF from Incident Form

[mania]

Hi,

I would like to create an “Export Email” button on the Incident form (under the Email tab, as shown in the attached screenshot).

When the button is clicked, it should download a single PDF file that includes:

• All email communications

• Subject

• Email body

• Attachments

Could you please suggest the best approach to implement this? Any guidance would be greatly appreciated.

Thanks in advance.

[Ankur Bawiskar]

@mania 

you can create a Related List Action on that Emails table and it should be seen only when parent table is incident

Make it server side and use PDF Generation API to create pdf file and attach to incident record

you can use PDF Generation API

check this link which has script from Piyush

Generate PDF file for catalog variables and attach it to RITM 

Generate PDF and attach to the record

💡 If my response helped, please mark it as correct ✅ and close the thread 🔒— this helps future readers find the solution faster! 🙏

[Ankur Bawiskar]

@mania 

Thank you for marking my response as helpful.

💡 If my response helped, please mark it as correct ✅ and close the thread 🔒— this helps future readers find the solution faster! 🙏

[yashkamde]

Hello @mania ,

I didn't get specifically where you wanted the ui action !
However I configured it, according to your requirement it is downloading the pdf including subject, body & attachments..

UI Action -> 

Script :

var v = new sn_pdfgeneratorutils.PDFGenerationAPI();
var html = "<h2>Email Communications</h2>";

var emailGR = new GlideRecord('sys_email');
// emailGR.addQuery('target_table', 'incident');
emailGR.addQuery('instance', current.sys_id);
emailGR.query();

while (emailGR.next()) {
    html += "<div style='margin-bottom:20px;'>";
    html += "<b>Subject:</b> " + emailGR.subject + "<br/>";
    html += "<b>Body:</b><br/>" + emailGR.body + "<br/>";

    // Fetch attachments for this email
    var attachGR = new GlideRecord('sys_attachment');
    attachGR.addQuery('table_sys_id', emailGR.sys_id);
    attachGR.query();
    while (attachGR.next()) {
        html += "<b>Attachment:</b> " + attachGR.file_name + "<br/>";
    }
    html += "</div>";
}

var result = v.convertToPDF(html, 'incident', current.sys_id, 'Incident Email PDF');
if (result.status === 'success' && result.attachment_id) {
    var downloadURL = '/sys_attachment.do?sys_id=' + result.attachment_id;
    var gURL = new GlideURL(downloadURL);
    action.setRedirectURL(gURL);
	gs.addInfoMessage('PDF downloaded');
} else {
    gs.addErrorMessage('PDF generation failed or no attachment ID returned.');
}

If my response helped mark as helpful and accept the solution.

[mania]

@yashkamde ,

Thankyou for helped on this, i enhanced the code as per my functionality so it worked.

Thankyou!