Export PDF with only few fields

harshaa0567 · 3 weeks ago

Hi,

I have a requirement to create a UI button on the form that Should export only a particular section on the form. For example in incident form I want to export only "resolution notes" section as PDF.

Can anyone please provide me the solution for it.

Thanks in advance

VaishnaviK43271 · 2 weeks ago

    var pdf = new sn_pdfgeneratorutils.PDFGenerationAPI();
    var html;
    var gr = new GlideRecord("incident");
    if (gr.get(current.sys_id)) {

        html = "<html><body>";
        html += "<h2>Resolution Notes</h2>";
        html += "<p><b>Incident:</b> " + gr.number + "</p>";
        html += "<p><b>Short Description:</b> " + gr.short_description + "</p>";
        html += "<hr>";
        html += "<p>" + (gr.close_notes || "No resolution notes available.") + "</p>";
        html += "</body></html>";

        var result = pdf.convertToPDF(html, 'incident', current.sys_id, "Incident Pdf");

        if (result.status ==='success' && result.attachment_id) {
 
            var downloadURL = '/sys_attachment.do?sys_id=' + result.attachment_id;
            var gURL = new GlideURL(downloadURL);
            action.setRedirectURL(gURL);
            //action.setReturnURL(url);
            gs.addInfoMessage("PDF generated successfully.");

        } else {
            gs.addErrorMessage("PDF generation failed.");

        }
    }

Mark it helpful if this helps you to understand. Accept solution if this give you the answer you're looking for.

Thank You

View solution in original post

Jennifer Metz · 3 weeks ago

Hello @harshaa0567,

You would need to make a scripted UI action, then format the html to include the needed fields. Here is a post with a rough example of the code. Here is also another post on how to work with PDFGenerationAPI.

I hope this helps!

Jennifer Metz
Sr. ServiceNow Developer | Infosys

Ankur Bawiskar · 3 weeks ago

@harshaa0567

you can check the PDF Generation API for this

Generating Custom PDFs - using the new PDFGenerationAPI

another method

Generate PDF and attach to the record

💡 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

adityahubli · 3 weeks ago

Hello @harshaa0567 ,

Refer this code snippet,

(Option) get HTML from the description field of an incident record

var gr = new GlideRecord("incident");

var html;

if (gr.get(current.sys_id)) {

html = "Description:" + gr.description.toString();

html += "\nShort Description:" + gr.short_description.toString();

html += "\nNumber:" + gr.number.toString();

html += "\nPriority:" + gr.getDisplayValue('priority');

html += "\n Assignment Group:" + gr.getDisplayValue('assignment_group');

html += "\n Assige to:" + gr.getDisplayValue('assigned_to');

}

var result = v.convertToPDF(html, "incident", current.sys_id, "myPDF");

gs.info(JSON.stringify(result));

if (result) {

action.setRedirectURL(current);

}

or you can reffer fololowing code with some html enhance,

// Create PDF API object

var v = new sn_pdfgeneratorutils.PDFGenerationAPI();

var html = '';

var gr = new GlideRecord('incident');

if (gr.get(current.sys_id)) {

// Build HTML with header + styling

html += '<html>';

html += '<head>';

html += '<meta charset="utf-8" />';

html += '<style>';

html += 'body { font-family: Arial, sans-serif; font-size: 12px; color: #333; }';

html += '.header { text-align: center; font-size: 20px; font-weight: bold; ';

html += ' padding: 10px 0; border-bottom: 2px solid #444; margin-bottom: 20px; }';

html += '.sub-header { text-align: center; font-size: 11px; color: #777; margin-top: -10px; margin-bottom: 20px; }';

html += '.meta-table { width: 100%; border-collapse: collapse; margin-bottom: 20px; }';

html += '.meta-table th, .meta-table td { padding: 6px 8px; border: 1px solid #ccc; text-align: left; }';

html += '.meta-table th { background: #f2f2f2; font-weight: bold; }';

html += '.section-title { font-size: 14px; font-weight: bold; margin: 10px 0 5px 0; }';

html += '.section-box { border: 1px solid #ccc; padding: 8px; min-height: 40px; }';

html += '</style>';

html += '</head>';

html += '<body>';

// Header

html += '<div class="header">Incident Summary Report</div>';

html += '<div class="sub-header">Generated from ServiceNow</div>';

// Basic details as table

html += '<table class="meta-table">';

html += '<tr><th>Number</th><td>' + gr.number + '</td></tr>';

html += '<tr><th>Short Description</th><td>' + (gr.short_description || '') + '</td></tr>';

html += '<tr><th>Priority</th><td>' + gr.getDisplayValue('priority') + '</td></tr>';

html += '<tr><th>Assignment Group</th><td>' + gr.getDisplayValue('assignment_group') + '</td></tr>';

html += '<tr><th>Assigned To</th><td>' + gr.getDisplayValue('assigned_to') + '</td></tr>';

html += '<tr><th>Opened By</th><td>' + gr.getDisplayValue('caller_id') + '</td></tr>';

html += '<tr><th>Opened On</th><td>' + gr.getDisplayValue('opened_at') + '</td></tr>';

html += '</table>';

// Description section

var desc = gr.description ? gr.description.toString() : '';

// Replace newlines with <br> for PDF

desc = desc.replace(/\n/g, '<br/>');

html += '<div class="section-title">Description</div>';

html += '<div class="section-box">' + desc + '</div>';

html += '</body></html>';

}

// Generate PDF and attach to incident

var result = v.convertToPDF(html, 'incident', current.sys_id, 'Incident PDF - ' + gr.number);

if (result.status === 'success' && result.attachment_id) {

var downloadURL = gs.getProperty('glide.servlet.uri') + 'sys_attachment.do?sys_id=' + result.attachment_id;

gs.addInfoMessage('Incident PDF generated successfully. Attachment ID: ' + result.attachment_id);

// If UI messages allow HTML, you can use:

// gs.addInfoMessage('Incident PDF generated: <a href="' + downloadURL + '" target="_blank">Download</a>');

} else {

gs.addErrorMessage('PDF generation failed or no attachment ID returned.');

}

If this helps you then mark it as helpfull and accept as solution for future community queries.

Regards,

Aditya

adityahubli · 2 weeks ago

Hello @harshaa0567 ,

If above solution helps you then mark it as helpful and accept as solution.

Regards,

Aditya