Hello everyone,
I have a requirement to prepare the following scenario:
When an HR case is created and its state is changed to "Ready to Work," three document tasks should be created in the following order:
- The assigned user has a document task to fill out a PDF document with data.
- The subject person then fills out the PDF document with updated data.
- Finally, the assigned user reviews the PDF.
For testing purposes, I used a Non-Disclosure Agreement, which is an out-of-the-box (OOTB) editable PDF, as my PDF document in the document template.
Part of PDF:
I followed this link: ServiceNow Documentation and created the document template in the correct scope, Document Templates application (sn_doc).
I then added participants, as mentioned, with actions: fill, fill, review.
Document template record in Document Templates app with participants set:
Next, I created an HR case template that references the document template:
I also created an HR service that references the HR case template and added Automatically Initiate Document Task option
Now everything looks fine. When the case is created and the state is changed to "Ready to Work," the document task for the assigned user to fill out the PDF is created.
There is a "Fill Document" UI action on the document task record that opens the viewer, but I cannot edit anything there. It should be possible, as indicated in the link I provided earlier.
The same problem occurs in the Employee Center. The assigned user can open the PDF task for themselves, but the fields are not editable; they cannot write anything into the PDF.
I have already spent a lot of time trying to figure this out. This is not an HR document template; it is a document template, and it should be possible to allow users to type directly into the PDF in ServiceNow.
Any ideas on what might be wrong here? Thanks in advance!
