Generate PDF Report on Risk Identification Process

[ShafrazMubarak]

We have a requirement of generating a report once a RIsk IDentification PRocess is completed. The report is a PDF report that contains the details of the Risk Identification Process. The report to retreive data from Risk Identification Process table, Risk table, Risk Response Task table. All these are referenced and related list to Risk Identification Process.

Is it true that we cannot generate a PDF report when the data is to be retrieved from multiple tables? OR we should have all the data in single table and then only the PDF report is working? 

Technically, I need to know the feasibility of implementing this custom requirement.  

[Connor Levien]

Hey @ShafrazMubarak I would suggest using ServiceNow HTML Document capability to generate a PDF. The BCM product uses this capability extensively and its logic be copied and used elsewhere as a good guide on how to configure HTML Document generation.

You can retrieve data from multiple related tables and referenced records via the HTML document editor either via dot walking reference fields or using basic scripts to generate the HTML code for you based on related information

Here is a link where I helped another customer configure html documents:

https://www.servicenow.com/community/grc-forum/bcm-amending-dependency-section-within-bia-pdf-templa...

Here is a link to the doc for HTML docs you just have to change the target table:

https://docs.servicenow.com/bundle/tokyo-governance-risk-compliance/page/product/grc-operational-res...

Alternative doc of how the HR app uses it with more detail which can be useful for you to build your own:

https://docs.servicenow.com/bundle/vancouver-employee-service-management/page/product/human-resource...  

I would suggest setting up a Dev instance and install BCM if you dont have it in your company instance and have a look at the Generate document UI action on the Business continuity plan on how to generate a document