Auto generate PDF of RITM with related list and attach to the RITM itself

mr18
Tera Guru

2 hours ago

I want to auto generate a PDF whenever the request is completed and auto attach the PDF to the actual RITM.

The PDF should contain all variable information along with the Approver related list

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BhavaniYamsani
Giga Contributor

36m ago - last edited 36m ago

Hi @mr18 ,
A few Questions before I answer to the above requirement

  • Which ServiceNow release are you on (e.g., Washington, Vancouver, Utah)?
  • Do you have the Document Generation plugin (and prefer a template‑driven approach), or should we go with the code approach?

1) DocGen is a ServiceNow no‑code/low‑code feature that lets you:

  • Create a Word template
  • Fill it with dynamic data (fields, variables, related lists, approvals)
  • Auto-generate PDF or DOCX
  • Attach or email the output

How it works

  1. Create a Word template
  2. Create a Data Source (drag‑and‑drop or scripted)
  3. Create a Flow Designer action to generate the document
  4. Generate output as PDF

Basically if Document Generation plugin is installed then it is easy to achieve the requirement.
2) There is a developer‑built solution using:

  • Business Rules / Script Includes / Flow Designer Script step
  • HTML to PDF API (PDF Generation Utils plugin or custom library) //make sure this plugin is active
  • Code to fetch variables, approvals, MRVS, etc.
  • Code to build the HTML
  • Code to convert HTML → PDF
  • Code to attach it to the record

 

Please mark as helpful if this gives you some guidance to achieve the requirement.

Thanks & Regards
Yamsani Bhavani

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