Attach PDF to email notification

[Community Alums]

Hello,

Does anyone know how I would go about creating an email notification so when the record closes, it attaches a PDF of that record in the email? 

Thanks in advance!

[Mallidi Suma]

Hi @Community Alums ,

You can achieve the above requirement by following the below steps:-

My use case is sending the attachment of the incident Record to the caller once the Incident is closed.

Step 1:-

Go to "sys_auth_profile_basic.LIST"  and insert one Basic Auth Configuration. Copy the Sysid of this record(We will use this in Step 3).

For more information please find the docs "https://docs.servicenow.com/bundle/utah-api-reference/page/integrate/outbound-rest/task/t_CreateABasicAuthProfile.html"

Step 2:-

created an event in the event Registry

Step 3:-

Create an update Async or after-business rule and add the below code:-

Code:-

(function executeRule(current, previous /*null when async*/ ) {

// Add your code here

var RecordSysID = current.sys_id;

var RecordTable = current.sys_class_name;

var AttachPDFView = '';

var TargetFileName = 'IncidentPDF'; //Your target Attachment Name

var AuthProfileSysID = 'f2df706347b2a110ea6d8c38c26d435d'; // Copy and paste the sysID of above created Auth Profile

var r = new sn_ws.RESTMessageV2();

r.setHttpMethod('get');

r.setEndpoint('https://' + gs.getProperty('instance_name') + '.service-now.com/' + RecordTable + '.do?PDF&sys_id=' + RecordSysID + '&sysparm_view=' + AttachPDFView);

r.setAuthenticationProfile('basic', AuthProfileSysID);

r.saveResponseBodyAsAttachment(RecordTable, RecordSysID, TargetFileName);

var response = r.execute();

//gs.log(response.getStatusCode());

gs.eventQueue('send.notification.with.pdf', current, current.caller_id, fileName);

//Triggering the event which I created in Step 2

})(current, previous);

Step 4:-

Created a notification with a trigger of the event fired and added my step 3 created event. While configuring the notification check include the attachments check box.

 

 

Please mark my answer as helpful and accept it as a solution, if it helps !!

Thanks & Regards,

Suma.

[Community Alums]

Hello @Community Alums ,

For this, you can simply use this share project, "Export Record - Flow Action".

In flow designer :

• Mention trigger conditions according to your requirements.
• Then use the action "Export a Record".
• Then select the action "Send Email.

@Community Alums , Please mark my answer as "Accept as Solution" and "Helpfuls." If it works for you.

Thank you!

[Community Alums]

Hi just tried to do this but I cant find the action is it known by any other name?

[Community Alums]

Hello @Community Alums ,

First u need to go to this share project "Export Record - Flow Action". (https://developer.servicenow.com/connect.do#!/share/contents/8236087_export_record_flow_action?t=PRODUCT_DETAILS). SS:

And then click on download button (for to retrieve the update set).

Then commit the update set "Export Record" in your instance.

Then go to flow designer u will find this flow action "Export a Record".

Thanks.