- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
06-02-2020 09:49 AM
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?
Solved! Go to Solution.
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
06-17-2020 06:06 AM
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.

- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
06-02-2020 10:01 AM
Regards,
Mike
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
06-02-2020 10:21 AM
I do have the Case Option of 'Automatically Create Draft Document' selected in HR Service Configuration. The PDF Template has three fillable fields. When looking at the records in the pdf_draft table, I am able to see the PDF and confirm that all data is present in those three fields. I simply want to make that PDF visible on the case without previewing first.
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
09-10-2024 07:31 AM
Hi Kevinthury,
I have the same requirement of generating PDF with fillable fields. I have selected case option 'Automatically Create Draft Document' selected in HR Service Configuration. But I am unable to generate PDF automatically. Still it asks me to preview+Generate. Is there any other configurations I am missing here other than adding case option?

- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
06-02-2020 11:01 AM
Hi
refer the following thread it might help you.
If it help mark helpful or correct
Thanks and regards
Anil