Need to generate a word document letter
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02-09-2023 11:33 AM
Hi,
I have a requirement where need to generate a Word format letter based on a record. We are using a custom table to record requests created by the users. The letter will kind of like a official letter template as well. Is there any out of box feature which can be used to achieve the requirement? or any word doc generator using script
Thank you
Raju
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3 weeks ago
To generate a Word document (.docx) in ServiceNow, the platform provides a dedicated feature called Word Document Templates. However, this functionality is not available out-of-the-box and requires installing the paid plugin:
Plugin: Word Document Templates (sn_doc_word)
.docx templates, insert placeholders, and automatically generate Word documents from any record.Important Notes
- It is a licensed plugin, so enabling it may incur additional cost depending on your ServiceNow subscription.
- You can request a trial activation through ServiceNow Store if you want to test it before purchasing.
- Always check the plugin’s dependencies before installation.
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3 weeks ago
Hi Raju,
Yes, this is possible in ServiceNow. There are a few different approaches depending on what you want to generate.
Word Document Templates plugin (sn_doc_word)
ServiceNow provides a plugin called Word Document Templates that allows you to upload a .docx template and generate a Word document from a record. In the template you can use placeholders like ${number}, ${short_description}, etc., which are replaced with values from the record.
This works well for simple letters or standard documents. The plugin is probably not enabled by default and may require an additional license. For more complex scenarios (for example related list data, repeating sections or data from multiple tables) you usually end up doing some additional scripting or data preparation.
Document Templates
ServiceNow also OOB has Document Templates that generate documents from HTML templates. These are typically exported as PDF rather than Word.Document generation apps from the Store
If the document becomes more complex (for example including related list data or loops or even PPT), some teams use document generation apps from the ServiceNow Store, such as Office Templater.
Hope this helps.
