Auto Attach document to one field once new record is created.

Kruthik M Shiva · ‎05-03-2023

Hi All,
I have a requirement to auto attach one document to each record of the table once it is created. Please provide a solution to how to do this and what all needs to be done for this.
Thanks in advance.

Ankur Bawiskar · ‎05-03-2023

@Kruthik M Shiva

then do this

1) create system property of type string and attach your file to that system property

2) Use before/after insert BR on that table and use this script

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

	// Add your code here
	var gr = new GlideRecord("sys_properties");
	gr.addQuery("name", "static_file"); // name of property in query
	gr.query();
	if (gr.next()) { 
		new GlideSysAttachment().copy('sys_properties',gr.getUniqueValue() , current.sys_class_name, current.getUniqueValue());
	}

})(current, previous);

If my response helped please mark it correct and close the thread so that it benefits future readers.

Regards,
Ankur
✨ Certified Technical Architect || ✨ 10x ServiceNow MVP || ✨ ServiceNow Community Leader

View solution in original post

Sandeep Rajput · ‎05-03-2023

@Kruthik M Shiva Create an OnAfter Insert Business rule on your table and use

GlideSysAttachment.copy(String sourceTable, String sourceID, String targetTable, String targetID);

method to copy an attachment from one record to another.

Please refer to thread https://www.servicenow.com/community/developer-forum/copy-attachments-from-one-record-to-another/m-p... and check the solution provided by the author.

Hope this helps.

Harshal Aditya · ‎05-03-2023

Hi @Kruthik M Shiva ,

Hope you are doing well, please refer below script you can run as an after BR

GlideSysAttachment.copy('kb_knowledge',"knowledge record sys_id",'your table name',current.sys_id);

In the above example I have saved the attachment to be moved in a kb_knowledge record. You can choose any table you want just replace the code with table name and sys_id. You can also save the sys_id /table name in a property.

Please mark this response as correct or helpful if it assisted you with your question.

Regards,
Harshal

Amit Gujarathi · ‎05-03-2023

Hi @Kruthik M Shiva ,
I trust you are doing great .

To automatically attach a document to each record of a table once it is created, you can follow these steps:

Create a new table in ServiceNow to store the documents you want to attach.
Add a new column to the table you want to attach documents to. This column will store the reference to the attached document.
Write a business rule to trigger on the creation of a new record in the table. This rule should use the GlideSysAttachment class to create a new attachment record and associate it with the newly created record.

// Get the newly created record
var newRecord = current;

// Create a new attachment record
var attachment = new GlideSysAttachment();

// Set the attachment record's table name and record ID
attachment.setTableName(newRecord.getTableName());
attachment.setRecord(newRecord.sys_id);

// Set the attachment record's file name and content
attachment.write("document.pdf", "Hello World!");

// Set the reference to the attachment record on the new record
newRecord.document_attachment = attachment.sys_id;
newRecord.update();

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Regards,

Amit Gujrathi

Ankur Bawiskar · ‎05-03-2023

@Kruthik M Shiva

where that file will be present?

You can copy using Attachment copy functionality

what script did you start with?

Regards,
Ankur
✨ Certified Technical Architect || ✨ 10x ServiceNow MVP || ✨ ServiceNow Community Leader