Document template blocks in HR Document templates

[anandpara_s]

Hi,

I am having a requirement to have condition based statements to be included in my offer letter. I could see Document Template blocks, document template block contents and document template scripts are the concepts we can leverage to achieve this for HR Documents to be dynamically generated in ServiceNow. 

To try how this works, I created a new (HTML) Document Template and configured required fields including the (letter) body. I also created a new Document Template block as per docs, however, I can't see the "Add Blocks" button that should appear on the Document Template record for adding the Document Template Blocks that would solve my requirement. 

Note:

1. I could not find the button also on any existing Document Template records that are loaded as part of demo data.

2. I can see the UI Action "Add Blocks" available on my instance for the Document template table (there are two UI Action records in total available - one for Knowledge (kb_knowledge) and another one HTML Template sn_doc_html_template table. However the button we expect to show up on is Document Template record which is HR Document Template sn_hr_core_document_template table. I could not see the table as extension of the HTML template table, so not sure if there should be another UI Action record available on the system as as first thing. 

Could you please suggest what I am missing in this. 

Thanks,
Sagar

[abirakundu23 · Accepted solution]

Hi @anandpara_s ,

We can use 'Add Blocks' HTML Document template sn_doc_html_template table & 'Add Blocks' UI action present in 'sn_doc_html_template' table, but not applicable for 'sn_hr_core_document_template'. You cannot achieve using HR Document Template sn_hr_core_document_template table, ServiceNow not supported.

That's why we have to consider Document Template for dynamic offer letter contain based on condition.

Please mark helpful & accept answer if it's worthy for you.

[anandpara_s]

Thanks a lot @abirakundu23, that helps. 

[Andrea44]

Hi, how did you solve this? I am at the same cross-roads.
I really want to use document template blocks and scripts but they are not available for HR document templates. On the other hand I am not able to select a document template in the OOB field "PDF templates" on HR Cases - only HR document templates. I am considering editing the dictionary entry but on the other hand I assume this filter is there for a reason. I'm wondering if it jeopardizes HR security somehow - or why is not document template blocks and scripts available for HR? @abirakundu23 , do you know ?

[abirakundu23]

Hi @Andrea44 ,

In Order to achieve document template block & document template script you have to activate Document Template Management plugin in your instance, please refer below screenshot.

Once you activated & will be available in Application Navigator. Please refer below screenshot.

It refers following table: (sn_doc_template.list)

Document Template & Document template script are not supported in HR document template.
HR Document template table: (sn_hr_core_document_template.list)

Please mark helpful & correct answer if it's really worthy for you.