Can someone go over document templates?
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02-26-2026 08:00 PM
I created one attached to my custom app scope however I do not see it. I am expecting to see a ui action to generate the html from the fields on the record, but I do not see anything. Someone please explain to me how this works. Much Appreciation. Thanks, Chad
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02-26-2026 08:23 PM
It's very easy to configure that.
Please check docs and other links
Using ServiceNow's Document Templates to power your business apps
Generating and Attaching Document Templates in ServiceNow to Record - Server Side -> my blog
One Click, Many Gains: Document Templates in Agent Workspace
💡 If my response helped, please mark it as correct ✅ and close the thread 🔒— this helps future readers find the solution faster! 🙏
Ankur
✨ Certified Technical Architect || ✨ 10x ServiceNow MVP || ✨ ServiceNow Community Leader
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02-28-2026 07:56 PM
Hope you are doing good.
Did my reply answer your question?
💡 If my response helped, please mark it as correct ✅ and close the thread 🔒— this helps future readers find the solution faster! 🙏
Ankur
✨ Certified Technical Architect || ✨ 10x ServiceNow MVP || ✨ ServiceNow Community Leader
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03-03-2026 12:17 PM
Hello,
I was able to generate the template however how to use from your custom table? Here is what I want to do there are 5 doc templates I want to pick one click the ui action then generate. What am I missing.
Thanks,
Chad
