Attach files to file section from process screen does not work

Hi @sweta68,

Thanks for the response.

But here, PXNoteAttribute.AttachFile expects PX.SM.FileInfo type parameter. But we are sending System.Guid? type parameter. That leads to an error.

// Attach the file using the unique note ID

PXNoteAttribute.AttachFile(Base.Caches[typeof(ARInvoice)], invoice, file.UID);

Hi @sweta68 I tried PXNoteAttribute.AttachFile(Base.Caches[typeof(ARInvoice)], invoice, file); too. But it did nothing. There was no error. But file was not attached.

Hi @charithalakshan49 

The problem is that you are working with a reference to an invoice object that is not a part of the current transaction, but you are attaching the file within the context of that transaction.

To fix this, you should retrieve the actual invoice record within the scope of your foreach loop and use it for the AttachFile method. Here's an example of how you could do it:

foreach (ARInvoice invoice in adapter.Get<ARInvoice>())
{
    //Report Parameters
    Dictionary<String, String> parameters = new Dictionary<String, String>();
    parameters["ARInvoice.DocType"] = invoice.DocType;
    parameters["ARInvoice.RefNbr"] = invoice.RefNbr;
    PXReportSettings settings = new PXReportSettings("AR641000");

    //Report Processing
    PX.Reports.Controls.Report report = ReportLoader.CheckIfNull(nameof(ReportLoader)).LoadReport("AR641000", null);
    ReportLoader.InitReportParameters(report, parameters, settings, false);
    PX.Reports.Data.ReportNode reportNode = ReportDataBinder.CheckIfNull(nameof(ReportDataBinder)).ProcessReportDataBinding(report);

    //Generation PDF
    byte[] data = PX.Reports.Mail.Message.GenerateReport(reportNode, RenderType.FilterPdf).First();
    PX.SM.FileInfo file = new PX.SM.FileInfo(reportNode.ExportFileName + "- " + invoice.RefNbr + ".pdf", null, data);

    var uploadFileMaintenance = PXGraph.CreateInstance<UploadFileMaintenance>();
    uploadFileMaintenance.SaveFile(file);

    // Fetch the invoice within the current context
    ARInvoice currentInvoice = PXSelect<ARInvoice,
        Where<ARInvoice.docType, Equal<Required<ARInvoice.docType>>,
            And<ARInvoice.refNbr, Equal<Required<ARInvoice.refNbr>>>>>
        .Select(Base, invoice.DocType, invoice.RefNbr);

    // Attach the file
    PXNoteAttribute.AttachFile(Base.Caches[typeof(ARInvoice)], currentInvoice, file);
}

The PXSelect statement inside the foreach loop ensures you are working with an invoice record that is part of the current transaction.

Also, be careful with transaction management. This code snippet will attach files and save them immediately within each iteration of the loop. If you need the file attachments to be part of the larger transaction (meaning they would also roll back if the transaction fails), you may need to modify this approach.

@charithalakshan49  Sorry, I missed your message. Below is working code and I’m using this in one of my project.

You can use this as it is and verify.

using CommonServiceLocator;
using PX.Data;
using PX.Data.BQL.Fluent;
using PX.Data.WorkflowAPI;
using PX.Objects.AR;
using PX.Objects.CS;
using PX.Objects.EP;
using PX.Objects.GL;
using PX.Objects.GL.FinPeriods;
using PX.Objects.GL.FinPeriods.TableDefinition;
using PX.Objects.SO;
using PX.Reports.Data;
using PX.SM;
using System;
using System.Collections;
using System.Collections.Generic;
using System.Linq;
using PX.Reports.Controls;
using PX.Reports;

namespace test
{
    public class SOInvoiceEntryExt : PXGraphExtension<SOInvoiceEntry>
    {
        [InjectDependency]
        protected IReportLoaderService ReportLoader { get; private set; }
        [InjectDependency]
        protected IReportDataBinder ReportDataBinder { get; private set; }
        #region Event Handlers
        public PXAction<PX.Objects.AR.ARInvoice> CreatePDF;
        [PXButton(CommitChanges = true)]
        [PXUIField(DisplayName = "Create PDF")]
        protected void createPDF()
        {
            PXLongOperation.StartOperation(Base, delegate ()
            {
                //Report Paramenters
                Dictionary<String, String> parameters = new Dictionary<String, String>();
                parameters["ARInvoice.DocType"] = Base.Document.Current.DocType;
                parameters["ARInvoice.RefNbr"] = Base.Document.Current.RefNbr;
                //Report Processing
                Report _report = ReportLoader.LoadReport("AR641000", null);
                ReportLoader.InitDefaultReportParameters(_report, parameters);
                // ReportNode reportNode = ReportProcessor.ProcessReport(_report);

                //var reportNode = .ProcessReportDataBinding(_report);

                var reportNode = ReportDataBinder.ProcessReportDataBinding(_report);
                //Generation PDF
                //byte[] data = PX.Reports.Mail.Message.GenerateReport(reportNode, ReportProcessor.FilterPdf).First();
                var data = PX.Reports.Mail.Message.GenerateReport(reportNode, RenderType.FilterPdf).First();
                //FileInfo file = new FileInfo("report1.pdf", null, data);
                ////Saving report

                string fileName = $"{Base.CurrentDocument.Current.RefNbr.Trim()}-{DateTime.Now.ToString("yyyyMMddHHmmss")}.pdf";
                PX.SM.FileInfo file = new PX.SM.FileInfo(fileName, null, data);
                UploadFileMaintenance graph = new UploadFileMaintenance();
                graph.SaveFile(file);


                if (file != null && file.UID != null && file.UID.Value != null)
                {
                    PXNoteAttribute.SetFileNotes(Base.Document.Cache, Base.Document.Current, file.UID.Value);
                }



                var fileId = file.UID.GetValueOrDefault();

                PXNoteAttribute.AttachFile(Base.Document.Cache, Base.Document.Current, file);
                //Downloading of the report
                // throw new PXRedirectToFileException(file, true);

                Base.Save.Press();

            });
        }
        #endregion


        public delegate IEnumerable ReleaseDelegate(PXAdapter adapter);
        [PXOverride]
        public IEnumerable Release(PXAdapter adapter, ReleaseDelegate baseMethod)
        {
            CreatePDF.Press();
            PXLongOperation.WaitCompletion(Base.UID);
            IEnumerable result = baseMethod(adapter);





            return adapter.Get();


        }
    }
}

Did you debug and verified? Why it is not working? 

I have implemented this at screen level, as you wanted to run all th invoice you might need tweak the code get it worked. Let me know after you debug and what is the problem that you are getting.