Project Help !!

[SandeepKSingh]

I have a Record Producer in ServiceNow that captures data such as Employee Name, Employee ID, Joining Date, Department, and Salary.

The requirement is:

1. When the record producer is submitted, a record must be created in a custom table (say u_employee_details).

2. Immediately after record creation, a PDF should be generated using the same data.

3. The generated PDF should contain selected fields (like Employee Name, Employee ID, Salary, Joining Date) and should be attached to the created record automatically.

How will I implement this end-to-end solution in ServiceNow?

Till point 1 I am okay to create RP but how create a PDF ??

[Dr Atul G- LNG · Accepted solution]

Hi @SandeepKSingh 

You can use the Flow Designer as soon as the record gets created in the table.
After that, you’ll need to use the PDF Generation API. I don’t have much experience with it, but I’m sharing a few useful links below.

https://www.servicenow.com/community/servicenow-ai-platform-forum/need-help-generating-a-pdf-and-att...

https://www.servicenow.com/community/developer-forum/generate-pdf-document-action-in-flow-designer/m...

https://www.servicenow.com/community/itsm-forum/create-pdf-of-a-change-record-and-attached-with-same...

[Collin Romeijn · Accepted solution]

Hi @SandeepKSingh ,

For step 2 you could trigger an insert BR on the custom table and use the PDF API from servicenow: PDFGenerationAPI - Scoped, Global | ServiceNow Developers
But it requires some knowledge how to script these files. But it's doable.

There are some good examples on the provided page.

Good luck,

Collin

[Ravi Gaurav · Accepted solution]

Hi @SandeepKSingh 
Create a Record Producer pointing to the custom table 'u_employee_details'.

Add variables as per your choice

Map the variables to fields in the table via producer script or variable mapping.

Example Script :-

var rec = new GlideRecord('u_employee_details');
rec.initialize();
rec.u_employee_name = producer.u_employee_name;
var newSysId = rec.insert();

Create a Business Rule on u_employee_details table:

When: after insert

Action: Call a Script Include that generates a PDF.

....
Script Include Code I will be updating Soon.. after testing ..

[Dr Atul G- LNG · Accepted solution]

Hi @SandeepKSingh 

You can use the Flow Designer as soon as the record gets created in the table.
After that, you’ll need to use the PDF Generation API. I don’t have much experience with it, but I’m sharing a few useful links below.

https://www.servicenow.com/community/servicenow-ai-platform-forum/need-help-generating-a-pdf-and-att...

https://www.servicenow.com/community/developer-forum/generate-pdf-document-action-in-flow-designer/m...

https://www.servicenow.com/community/itsm-forum/create-pdf-of-a-change-record-and-attached-with-same...

[Ankur Bawiskar]

@SandeepKSingh 

these links have solution, check that and enhance

ARTICLE: Create PDF for Record Producer using PDFGenerationAPI 

When catalog item is submitted, attach variables to RITM as a PDF 

Generate PDF file for catalog variables and attach it to RITM 

If my response helped please mark it correct and close the thread so that it benefits future readers.

[Collin Romeijn · Accepted solution]

Hi @SandeepKSingh ,

For step 2 you could trigger an insert BR on the custom table and use the PDF API from servicenow: PDFGenerationAPI - Scoped, Global | ServiceNow Developers
But it requires some knowledge how to script these files. But it's doable.

There are some good examples on the provided page.

Good luck,

Collin

[Ravi Gaurav · Accepted solution]

Hi @SandeepKSingh 
Create a Record Producer pointing to the custom table 'u_employee_details'.

Add variables as per your choice

Map the variables to fields in the table via producer script or variable mapping.

Example Script :-

var rec = new GlideRecord('u_employee_details');
rec.initialize();
rec.u_employee_name = producer.u_employee_name;
var newSysId = rec.insert();

Create a Business Rule on u_employee_details table:

When: after insert

Action: Call a Script Include that generates a PDF.

....
Script Include Code I will be updating Soon.. after testing ..