Document Preview in HR Task

[giuseppem]

Hi

I want to preview and generate document using Ui Action "Document Preview". For same HR Service I need to have different Document Template depending on some fields in HR Case (ex Company)

At moment, I can refer to a unique PDF template. It's possible to customize the UI Action "Document Preview" in order to use the appropriate template?

Thanks

[michaelj_sherid]

The new Document Type feature in Kingston has this functionality out of the box. Within the HR Case Template we can map to "Document Type". This functionality allows the system to retrieve the appropriate document based on HR Criteria. The key is that the Document Templates must have the same "Document Type" value.

[hollysnyder]

Hi there,

If I understand correctly, you are looking to use different PDF templates to create different documents for the same HR Service/case type? As in, you open a case, and in that case, you need to generate two different PDF documents?

If this is correct, I implemented this functionality recently with a client. I set up on the HR Template to populate the Document Type with the first Document Template I wanted to use to generate the PDF. You have to follow the generate PDF process, as in making sure you actually create the PDF document on the case. Then I added a checkbox on the case that says "Is the XYZ Document generated?" And when the user working the case checks that box, there is a Client Script that runs to save the form. The saving/updating of the form then triggers a Business Rule that sets the PDF Template to the new value of the second PDF document that needs to be generated. At that point, you can generate the preview again with the new PDF Template and generate your second document.

I hope this answers your question!