I am a creator — PDF Document Generator - Walter Brame

walter_brame
ServiceNow Employee
ServiceNow Employee

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EDIT

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A lot has changed over the years.

Be sure to check here first:

https://developer.servicenow.com/dev.do#!/reference/api/quebec/server/sn_pdfgeneratorutils-namespace/CellBothAPI?navFilter=pdf

Have also enjoyed repurposing Webkit HTML to PDF plugin:

https://docs.servicenow.com/bundle/geneva-performance-analytics-and-reporting/page/use/performance_analytics/task/t_ActivateWHTP.html

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ORIGINAL

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PDF Document Generator is used by the ServiceNow, Inc. sales organization and is a generic HTML form creation and PDF Document generation framework.   The framework supports creating HTML forms and PDF files using any UI Form in the instance as a template.

 

The PDF Document Generator will replicate how that standard UI Form looks but then provides the functionality to change it easily as a front-end user without requiring development.

 

A PDF feature exists today in the standard platform but it is not customizable. The PDF Document Generator allows for rapid deployment of multiple templates and making changes on the fly to every component visible on the screen very quickly and easily.

 

Previously, the Sales organization was challenged with the ability to produce Quotes and Sales Orders from a CRM environment. With this custom ServiceNow, Inc. app in place, it is now possible for the front-end business users (sales operations, systems managers, administrators, power users, non-developers) to access configuration tools that put control of the following features directly into their hands:

 

- Add/remove fields as needed

- Change any fields placement and the field's label, orientation, or value

- Change any section/grouping or fields / Table of information (E.g. "Section 1", "Section 2", etc.)

- Add/remove new sections present in the form

- Manage an entire section's placement, splits, annotations, and headers

- Re arrange the placement of components in the form (E.g. one component relative to the next)

- Change the look and feel (color, border, padding, alignment, etc.) via common HTML and CSS style attributes.

- A scripting API to create dynamic conditions to change any aspect of the form and data (style, value, label, section, etc.).

- Save templates of form layouts

- Preview and print to PDF

 

The functionality of this PDF Document Generator was made possible by leveraging the ability to write custom scripts in the standard ServiceNow platform, and by having access to the backend table structure and data where forms are stored in the instance (standard UI page, CSS, HTML, and JavaScript).   A single developer, in a time frame of one business quarter, built the PDF Document Generator.

 

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pdf_doc_gen_img_6.png !

 
99 REPLIES 99

jobz
Giga Contributor

Hi Syed,


Thanks for the tip, I tried elevate high security privilege role and add this property, but no luck.


Please let me know if any other place i need to take a look.



Regards,


-Jobby


She Sull
Giga Guru

Very nice! Anyway this can apply to reports? My management wants pretty reports out of SN without having to slap SN data into a PowerPoint.



Thanks,



- Sherry


Hi Sherry,



For the moment it only works to reproduce a View of a Form and any embedded lists in the View. The framework is a constant work in progress and I will be sure to investigate the possibility of generating PDF of reports.



Thank you,


Walter


Walter,



I have a simple form based on a custom table with only "Default view" and 1 form section.   What's happening is that all of a sudden, when I select "Create Pdf" using your instructions provided on the Sept. 4, the name and value pairs on one of the forms no longer shows up on the Pdf.   Any ideas?  



I've gone over this several times, adding fields via "Personalize -> Form Layout" and all of sudden the whole form section does not show up on the resulting Pdf.   Any foolproof way you can help us get this working, so we can move onto the Themes and setting up the resulting Pdf?



Also, any way you can post the docs?     Anything would help at this point.



Steve


Hi Walter,



Can I export a UI Page to Pdf?