Attach PDF to email notification

Andrew_TND · ‎05-19-2023

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 · ‎05-20-2023

Hi @Andrew_TND ,

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_CreateABas..."

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.