generating a PDF document with flow

larissaribe · ‎10-15-2025

I need help setting up part 3 of my task. Basically, there is the creation of flow, and when a record producer is created, it creates tasks for the solvers. Technically, this is ready, but there is one part that is the last task, which is the creation of a PDF or Word document. Basically, I have to follow these steps below

1- Include the buttons in this task:

Generate Letter - Action of this button:

- Attach the document in Word and PDF format

Send Letter

- Only display the button if the field “Is it necessary to send the letter to a user other than the collaborator and their leadership?” is filled in

- If the field “Is it necessary to send the letter to another user other than the employee and their manager?” = “Yes,” only enable the button if the field “Email address to be sent c/c” is filled in and valid

Action of the Send Letter button: Send email according to notification #4 or #5 - Sending the Letter ( In item 7 of this ETF)

2- Include the Fields in this task:

Field: Signed Letter - check field

When checked, the task will be closed

NOTE: Closing the task is directly linked to the Signed Letter field

Field: Is it necessary to send the letter to a user other than the employee and their manager? - Selection Field (Yes or No)

Field: Email address to which it will be sent C/C - will only be displayed if “Is it necessary to send the letter to a user other than the employee and their manager?” = “Yes” - Only valid and mandatory email addresses are visible

Translated with DeepL.com (free version)

ben_hollifield · 2 weeks ago

Hi @larissaribe

Many of these steps are standard ServiceNow development. However, the generation & attachment of the PDF document can be complex. If you need a solution to handle that task, Yansa Labs' PDF Generator app is quite good at this type of use-case. We have customers doing very similar workflows around letter generation in ServiceNow.

You can check the links below for more information, but feel free to reach out to Yansa Labs directly with any questions!