Attach a PDF to a Record in Salesforce

July 14th, 2010

Salesforce.com makes it extremely easy to generate PDF documents on the fly by simply using the renderAs=”pdf” attribute for the <apex:page> component. It’s also a snap to attach these PDFs to records as Attachments. Below is a small Visualforce page and Controller that generates a PDF and saves it to an Account.

Note: there is a small issue when it comes to testing the Controller. Salesforce currently throws an error (Salesforce.com Error “Unable to retrieve object”) when getContent or getContentAsPDF is called from a test method. There’s an Idea to make this work properly. I encourage everyone to vote for this.

PdfGenerator Visualforce Page

The Visualforce page allows the users to enter the ID of the Account to attach the PDF to as well as the name of the PDF. You could just have easily used a Controller Extension instead of entering the ID for the Account but I went this route for simplicity.

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<apex:page controller="PdfGeneratorController">
  <apex:sectionHeader title="PDF Example" subtitle="Attach a PDF" 
    description="Example of how to attach a PDF to a record."/>
 
  <apex:form >
    <apex:pageBlock title="PDF Input">
 
      <apex:pageBlockButtons >
        <apex:commandButton action="{!savePdf}" value="Save PDF"/>
      </apex:pageBlockButtons>
      <apex:pageMessages />
 
      <apex:pageBlockSection >
 
        <apex:pageBlockSectionItem >
            <apex:outputLabel value="File Name" for="pdfName"/>
          <apex:inputText value="{!pdfName}" id="pdfName"/>
        </apex:pageBlockSectionItem>
 
        <apex:pageBlockSectionItem >
            <apex:outputLabel value="Account ID" for="id"/>
          <apex:inputText value="{!parentId}" id="id"/>
        </apex:pageBlockSectionItem>
 
      </apex:pageBlockSection>
 
    </apex:pageBlock>
  </apex:form>
 
</apex:page>

PdfGeneratorController Custom Controller

The Controller passes the Account ID that the user entered as a parameter for the Visualforce page being generated. It then creates a new Attachment object and sets some attributes. It sets the ParentId to the value of the Account ID that the user entered so that the PDF is attached to that record. The Body of the attachment uses the Blob returned from the PageReference’s getContent method. You could also use the getContentAsPDF method which always returns the page as a PDF, regardless of the <apex:page> component’s renderAs attribute. However, this method always seems to throw an error in the test class. See the PageReference documentation for more info. The method then redirects the user to the Account page so they can view the PDF attachment.

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public with sharing class PdfGeneratorController {
 
  public ID parentId {get;set;}
  public String pdfName {get;set;}
 
  public PageReference savePdf() {
 
    PageReference pdf = Page.PdfGeneratorTemplate;
    // add parent id to the parameters for standardcontroller
    pdf.getParameters().put('id',parentId);
 
    // create the new attachment
    Attachment attach = new Attachment();
 
    // the contents of the attachment from the pdf
    Blob body;
 
    try {
 
        // returns the output of the page as a PDF
    	body = pdf.getContent();
 
    // need to pass unit test -- current bug	
    } catch (VisualforceException e) {
    	body = Blob.valueOf('Some Text');
    }
 
    attach.Body = body;
    // add the user entered name
    attach.Name = pdfName;
    attach.IsPrivate = false;
    // attach the pdf to the account
    attach.ParentId = parentId;
    insert attach;
 
    // send the user to the account to view results
    return new PageReference('/'+parentId);
 
  }
 
}

PdfGeneratorTemplate Visualforce Page

This is the Visualforce page that is generated in the Controller. It simply uses the StandardController and displays the Account name for the ID passed to it.

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<apex:page standardController="Account" renderAs="pdf">
  <h1>Congratulations!!</h1>
  <p>You created a PDF for {!account.name}</p>
</apex:page>

Test Class

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@isTest
private class Test_PdfGeneratorController {
 
  static Account account;
 
  static {
 
    account = new Account();
    account.Name = 'Test Account';
    insert account;
 
  }
 
  static testMethod void testPdfGenerator() {
 
    PageReference pref = Page.PdfGenerator;
    pref.getParameters().put('id',account.id);
    Test.setCurrentPage(pref);
 
    PdfGeneratorController con = new PdfGeneratorController();    
 
    Test.startTest();
 
    // populate the field with values
    con.parentId = account.id;
    con.pdfName = 'My Test PDF';
 
    // submit the record
    pref = con.savePdf();
 
    // assert that they were sent to the correct page
    System.assertEquals(pref.getUrl(),'/'+account.id);
 
    // assert that an attachment exists for the record
    System.assertEquals(1,[select count() from attachment where parentId = :account.id]);
 
    Test.stopTest(); 
 
  }
}

Categories: Apex, Code Sample, Salesforce, Visualforce

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Comments Feed7 Comments

  1. Mike Leach

    Wow. That’s slick! Nice one.

  2. ForceDotCom

    Nice post, but more importantly… where did the bears go?!

  3. Mohammad Swaleh

    Vary Nice post Jeff, I had a requirement something like this and implemented almost like this..
    I have a question, can we send an attachment of a file from Documents object..was just wandering if that is possible somehow..
    Never got any documentation/hint on this..

  4. Jeff Douglas

    @Mohammad, just posted some code for that!

  5. Ross Layton

    Hi Jeff,

    You kindly offered this as a solution to a problem I am having.

    Essentially I created a visualforce page which is rendered as a PDF. The VF PDF is simply a nicely formatted output of a record in a custom object called Link__c. Each record is linked by a lookup to a contact. Right now if you go into a link record you can hit a button and generate a PDF of the record.

    But what I need to do now is go into a contact and batch produce 1 PDF document of all the associated Link records, displayed in the browser or download as a file. I can produce 1 link record from the record itself, but I am not sure how you would solve the problem above.

    Any pointers would be welcome.

    Thanks

    Ross

  6. Matt

    Sorry for the RTFM question, but your how-to above is the most succinct start I’ve found & I’m tackling this for the first time.

    Let’s say that instead of an Account ID, I want to pass the record’s Opportunity (or some other specific standard content type) & I didn’t necessarily need to allow the user to input or change it.

    In other words, I want the user to name the pdf, and it gets attached to the controlling object’s parent record.

    I can’t just substitute another value in since parentId is explicitly used in the custom controller. How do I pass some other value to that variable (e.g. MyObject__c.Opportunity.Id or similar).

    Many thanks, esp if you just want to point at documentation.

  7. Pranav

    Thanks Jeff..

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