Document Population from a record

purdue · 2 hours ago

Hello,

I was wondering if anyone has ever worked with documents in servicenow that were populated from a record for example if I had pdf/word document with blank values and I were in a record like incident when I click a ui action the fields from the record are populated into the document then can be printed or saved. Any ideas are welcome.

Thanks,

Chad

Dr Atul G- LNG · 2 hours ago

Hi @purdue

You might need to export Document Intelligence along with RPA.

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Dr. Atul G. - Learn N Grow Together
ServiceNow Techno - Functional Trainer
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Ankur Bawiskar · 47m ago

@purdue

for your requirement you can use Document template where you can configure HTML or PDF template

Then map the fields in that template against your table

Once you click UI action you can run server side code and PDF will get attached to the record with data from the fields populated in the template

Generating and Attaching Document Templates in ServiceNow to Record - Server Side -> blog from me which you can use in server side once you configure document template

Configuring Document Templates

💡 If my response helped, please mark it as correct ✅ and close the thread 🔒— this helps future readers find the solution faster! 🙏

Regards,
Ankur
✨ Certified Technical Architect || ✨ 9x ServiceNow MVP || ✨ ServiceNow Community Leader

View solution in original post

Dr Atul G- LNG · 2 hours ago

Hi @purdue

You might need to export Document Intelligence along with RPA.

*************************************************************************************************************
If my response proves useful, please indicate its helpfulness by selecting " Accept as Solution" and " Helpful." This action benefits both the community and me.

Regards
Dr. Atul G. - Learn N Grow Together
ServiceNow Techno - Functional Trainer
LinkedIn: https://www.linkedin.com/in/dratulgrover
YouTube: https://www.youtube.com/@LearnNGrowTogetherwithAtulG
Topmate: https://topmate.io/atul_grover_lng [ Connect for 1-1 Session]

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purdue · 51m ago

Ok I will take a look. Thanks, Chad

Ankur Bawiskar · 45m ago

@purdue

document intelligence is used to extract data from documents and won't help in generating and attaching PDF which is your actual requirement.

💡 If my response helped, please mark it as correct ✅ and close the thread 🔒— this helps future readers find the solution faster! 🙏

Regards,
Ankur
✨ Certified Technical Architect || ✨ 9x ServiceNow MVP || ✨ ServiceNow Community Leader

Ankur Bawiskar · 45m ago

@Dr Atul G- LNG

Document intelligence won't help here as the requirement is different.

Regards,
Ankur
✨ Certified Technical Architect || ✨ 9x ServiceNow MVP || ✨ ServiceNow Community Leader