Automatically Generate a PDF Document and Save to HR Case

[kevinthury]

I have created a PDF Template included with an HR Service.  I have mapped the fields on the fillable PDF with answers provided via Record Producer and HR Service.  Upon submitting the Record Producer and viewing the resulting HR case in a ‘Work in Progress’ state, I am able to Preview or Sign the Document via UI Action buttons. 

 When previewing, a new UI Page open with an option to generate the document.  Generating will add the filled in PDF to the HR Case.  (In essence, move the PDF from the pdf_draft table to the current HR Case.)

 We would like to bypass or avoid the need to preview/sign the document in order for it become available on the HR Case.  Is there a way to automatically generate a PDF from PDF Template and have is saved to the HR Case?

[kevinthury]

After reviewing the DOC located here, it reads as if Mike Sheridan's response above should provide the results I am looking for.  I am unable to get the PDF to attach to the record without previewing or e-signing.  I did open a case on HI and they also agree that the PDF should automatically attach and were able to produce the issue Out Of Box.  It is currently under further review.  I will post findings here.

[kevinthury · Accepted solution]

A HI case was opened reporting that any document needed to be previewed by an agent or signed before it would crossover from the pdf_draft table to the record (HR Case in my use).  This is the case despite the current text in the DOC which reads:

"Automatically send a document for HR services to the subject person. For example, a document is sent to an employee that requires a signature or acknowledgement, but is generic in nature and does not require a review. A tuition reimbursement request requires an employee to sign an education expense agreement. This type of document is ideal for auto-generation because it does not require personalization."

According to the Product Owners at ServiceNow, all documents must be previewed or signed to move from the pdf_draft table.