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Can someone go over document templates?

purdue
Kilo Sage

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

3 REPLIES 3

Ankur Bawiskar
Tera Patron

@purdue 

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! 🙏

Regards,
Ankur
Certified Technical Architect  ||  10x ServiceNow MVP  ||  ServiceNow Community Leader

@purdue 

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! 🙏

Regards,
Ankur
Certified Technical Architect  ||  10x ServiceNow MVP  ||  ServiceNow Community Leader

purdue
Kilo Sage

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