Automatically Generate a PDF Document and Save to HR Case

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kevinthury
Tera Guru

‎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. 

find_real_file.png

 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?

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kevinthury
Tera Guru

‎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.  

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michaelj_sherid
ServiceNow Employee
ServiceNow Employee

‎06-02-2020 10:01 AM

@kevinthury The case option of Automatically Create Draft Document can accomplish this for you. The key would be that all of the data is there when the document is generated. I am making assumptions on your use case so I am suggesting the easiest and configurable way to accomplish this. If your use case is more complex, just let us know the details.

Regards,

Mike

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kevinthury
Tera Guru
In response to michaelj_sherid

‎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.

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Mahitha Sompall
Tera Contributor
In response to kevinthury

‎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?

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