Document Task for IT Task Process

BehelC
Tera Expert

Is there a way to create document tasks for an IT process?

 

Within HRSD you can create an HR template that then triggers an document task to the user to fill out a document within ServiceNow. We would like to duplicate that functionality to an extent with non HR processes. 

 

The use case my customer has is this: During the demand process a Business Case Analysis is filled out following the submission of the demand. It goes through multiple people before it is considered complete. This document is a living document that is manually passed from one person to the next through email and there's no way to track it currently. So if the document task process for HRSD could be replicated for IT processes, we could assign a user a task to go fill out the BCA on the portal and then so on. 

 

Our current proposed solution is to add a record producer for the user to fill out and populate either a new table or fields on the demand since we cant assign a task to them. But this still wouldn't be tracked in the document like it is now. I've dug through Managed Documents, Document Management, Document Templates and Employee Document Management without finding something that fits exactly how they want. 

3 REPLIES 3

Mark Stanger1
Tera Contributor

Did you ever make any progress on this? I'm looking to do the same thing, but as part of a service catalog workflow.

Sorta. We ended using a record producer and document templates to simulate a similar workaround. 

sanketmalpu
Tera Contributor

Please let us know how you have achieved this requirement using Document template.