How to generate and attach an Asset Handover PDF from after acknowledgment through portal

RajeshS45028713
Tera Contributor

Wednesday

Hi Everyone,

I have created a custom widget on the Service Portal where the user can acknowledge an asset (for example, confirming asset handover).
Now I want to generate a PDF of that acknowledgment form (Asset Handover document) automatically once the user clicks the “Acknowledge” button.

The requirements are:

  1. Generate a PDF with the same layout and fields as our current Asset Handover form.

  2. Attach that generated PDF to the related record (like Asset / Task / Custom table).

  3. Include the same PDF as an attachment in an email notification sent to the user.

Could someone please suggest the best approach or example for:

  • Using sn_pdfgeneratorutils or GlidePDFGenerationAPI to generate PDFs dynamically, or

  • Any Flow Designer / Script Include setup to achieve this?

Any example script or configuration guidance would be really helpful.

Thanks in advance!
Rajesh Singh

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1 REPLY 1

Muhammad Salar
Giga Sage

yesterday - last edited yesterday

Hello @RajeshS45028713 

This is an example, you can modify this for your need

Widget:
Html:

<div class="panel panel-default">
  <div class="panel-heading">
    <h3>User Information</h3>
    <button class="btn btn-primary pull-right" ng-click="generatePDF();">Generate PDF</button>
  </div>

  <div class="panel-body">
    <table class="table table-striped">
      <tr><th>Name</th><td>{{::data.user.name}}</td></tr>
      <tr><th>Email</th><td>{{::data.user.email}}</td></tr>
      <tr><th>Username</th><td>{{::data.user.user_name}}</td></tr>
      <tr><th>Manager</th><td>{{::data.user.manager}}</td></tr>
      <tr><th>Company</th><td>{{::data.user.company}}</td></tr>
    </table>
  </div>
</div>

Server:

(function() {
    var gr = new GlideRecord('sys_user');
    gr.addQuery('sys_id', gs.getUserID());
    gr.query();

    while (gr.next()) {
        data.user = {
            name: gr.name.toString(),
            email: gr.email.toString(),
            user_name: gr.user_name.toString(),
            company: gr.company.name.toString(),
            manager: gr.manager.name.toString(),
            sysId: gr.getUniqueValue()
        };
    }
})();

Client:

api.controller = function($scope) {
    /* widget controller */
    var c = this;

    $scope.generatePDF = function() {
        var ga = new GlideAjax('global.UserPDFGenerator');
        ga.addParam('sysparm_name', 'generateUserPDF');
        ga.addParam('sysparm_input', JSON.stringify(c.data.user));

        ga.getXMLAnswer(function(response) {
            try {
                var result = JSON.parse(response);
                if (result.id) {
                    var pdfSysId = result.id;
                    window.open('/sys_attachment.do?sys_id=' + pdfSysId, '_blank');
                } else {
                    alert('Failed to generate PDF.');
                }
            } catch (e) {
                alert('Error: ' + e.message);
            }
        });
    };
};


Script Include:

var UserPDFGenerator = Class.create();
UserPDFGenerator.prototype = Object.extendsObject(AbstractAjaxProcessor, {
    
    generateUserPDF: function() {
        var input = this.getParameter('sysparm_input');
        var user = JSON.parse(input);

		var hfInfo = new Object();
        hfInfo["FooterText"] = "Footer";
        hfInfo["PageSize"] = "A4";
        hfInfo["GeneratePageNumber"] = "true";
        hfInfo["TopOrBottomMargin"] = "60";
        hfInfo["LeftOrRightMargin"] = "42";
        hfInfo["PageOrientation"] = "PORTRAIT";

        var html = "<h2>User Information</h2>" +
            "<p><strong>Name:</strong> " + user.name + "</p>" +
            "<p><strong>Email:</strong> " + user.email + "</p>" +
            "<p><strong>Username:</strong> " + user.user_name + "</p>" +
            "<p><strong>Manager:</strong> " + user.manager + "</p>" +
            "<p><strong>Company:</strong> " + user.company + "</p>";

        var pdf = new sn_pdfgeneratorutils.PDFGenerationAPI;
        var pdfOutput = pdf.convertToPDFWithHeaderFooter(html, 'sys_user', user.sysId, user.name, hfInfo);

        var result = {};
        if (pdfOutput) {
            result.id = pdfOutput.attachment_id;
        }

        return JSON.stringify(result);
    },

	type: 'UserPDFGenerator'

});


This will attach the pdf to record and download it

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