Automate Email attachment specific to a record

Automate Email attachment specific to a record
  Maximo can send email communication with attachments, in following ways.

1. By adding a default attachment(s) to a communication template and wherever this template is used, it will send the associated files as well. But this is set to a default document(s) and cannot be specific to record.
2. Other option is using 'Create Communication' option from an application, where user can manually add attachments and send.

This process of sending document specific to a record (like Workorder, PO etc.) OR a Person (like an approver in workflow) can be automated using script.

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Create an Action Launch Point, add Script, choose script launguage as 'python/jython' and write code as explained below .

• Import the MXServer and SqlFormat APIs; Use MXServer to get the communication template MboSet

• Get the CommTemplate Mbo from MboSet;
  Use CommTemplate.convertSendTo() method to get the email IDs of sendTo, cc,bcc etc; Usually, these details are retrieved from a Role associated to Communication template or Workflow.
  
• Use SqlFormat.resolvecontent() method to replace the values of binding variables in subject, message.
  
• We can use custom relationship to get a specific type of documents. (Example: DOCTYPE='TYPE-A' and ownerid=:workorderid and ownertable='WORKORDER').
  Then, use the default relationship from DOCLINKS to DOCINFO to retrieve document details.(URLNAME, URLTYPE)
  Add the document path values (DOCINFO.URLNAME) to a string array. []
  
  
  
  

• Finally, invoke the MXServer.SendEmail() method with sender, subject, message and attachment details. MXServer.sendEMail(sendTo, cc, bcc, sendFrom, subject, message, replyTo, fileNames, urlNames)
  
  
  
  Source Code:
  https://github.com/sankargh/maximo/blob/main/Maximo_Send-Email-with-Attachments.py