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05-07-2024 10:16 PM
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
Solved! Go to Solution.
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05-08-2024 11:09 AM
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.
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07-26-2024 12:36 AM
@abirakundu23 I had the plugin but I did not know that document templates did not look at the same field for reference. I found the field to be used with document templates was hidden ono HR cases by an OOB UI policy. But thanks for clarifying anyways! I have not found any specific reason as to why HR document templates don't support blocks and scripts. Do you know why? And are there any down-sides to using Document Templates on HR cases? Any security reasons for this separation?
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07-26-2024 12:44 AM
Hi @Andrea44 ,
Document Template blocks and scripts are OOB features of Document template in ServiceNow but not OOB features of HR document templates.
Please refer below Product links :
Using Document Templates (servicenow.com)
Document template scripts (servicenow.com)
Document blocks in Document Templates (servicenow.com)
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07-31-2024 09:58 PM - edited 07-31-2024 09:59 PM
Hi @Andrea44,
is your issue resolved or still facing issue?
Please mark helpful & correct answer if my previous response worthy for you.