e-signature on record producer

gokul_0955
Tera Contributor

‎09-14-2023 08:41 AM

Hi All,

 

i have created a variable called Agreement to sign, so i have used type as reference and given type specification as

E-Signature template.

i have created one sample  document template and it needs to auto populate automatically when user opens the  catalog item

 Any inputs will be really helpful.

 

 

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JamesEcoStratus
Mega Guru

‎09-20-2023 06:33 PM

Hi,

 

It appears you've created a variable named "Agreement to sign" with the type set as "Reference" and specified it as an "E-Signature template." Your goal is to have a sample document template automatically populate when a user opens the catalog item.

 

Here are some steps to achieve this in ServiceNow:

  1. Document Template Creation:
    • Ensure you have created the sample document template that you want to auto-populate when the catalog item is opened. This template should be associated with the E-Signature template.
  2. Reference Variable Configuration:
    • Go to the catalog item where you've added the "Agreement to sign" variable.
    • Edit the variable and set its Reference Specification:
      • For "Table," select the table where your document templates are stored. This could be the table storing E-Signature templates.
      • For "Search," you can define a filter to narrow down the templates displayed. For example, you can filter by a specific category or type to ensure only the relevant templates are shown.
  3. Catalog Item Script:
    • To auto-populate the document template when the user opens the catalog item, you may need to use a Catalog Client Script.
    • Write a script that triggers when the catalog item is opened and fetches the desired document template based on the "Agreement to sign" variable's value.
    • Use the script to populate the template into the catalog item.

 

Here's a simplified example of how the script might look (JavaScript):

 

JamesEcoStratus_0-1695259936925.png

 

 

  1. Testing and Validation:
    • Test the catalog item to ensure that the document template auto-populates as expected when the catalog item is opened.
  2. Documentation:
    • Document the configuration and script for future reference.

 

Remember to replace placeholders like 'your_template_table' and 'template_field' with the actual table and field names from your ServiceNow instance.

 

Please note that this is a simplified example, and the actual implementation may vary depending on your specific ServiceNow setup and requirements. If you face any challenges or need further assistance, feel free to provide more details, and I'll be happy to guide you further.

 

I hope these steps clarify the process and assist you in achieving your goal effectively.

 

Best Regards,

 

James @Ecostratus

 

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