The issue was solved by using this API:
//recordId - Sys ID of the target record. This record must be from the table defined in the document template.
//documentTemplateId - Sys ID of the document template to use for pdf generation.
//pdfName - Name of the pdf generated
new sn_doc.GenerateDocumentAPI().generateDocumentForTask(recordId, documentTemplateId, pdfName);
as mentioned in SN Documentation: Document generation methods (servicenow.com)
I created a custom Flow Action very similar to Generate PDF Template that uses the API mentioned above and called it for the HR Case, filling the fields with Case Sys ID and Document Template Sys ID.
Also checked that it works both for PDF and HTML documents created with Document Templates.
This is how the process would look like in a business rule (with condition Document Template is Not Empty):
(function executeRule(current, previous /*null when async*/ ) {
var templateSysId = current.document_template.sys_id;
try {
var pdfName = current.document_template.name + "-" + current.subject_person.name;
var pdfSysId = new sn_doc.GenerateDocumentAPI().generateDocumentForTask(current.getUniqueValue(), templateSysId, pdfName);
} catch (e) {
gs.error("Error message: " + e.message);
}
})(current, previous);
After executing the script, a PDF is generated and attached to the case.
The logs still show an error message "Document task not found", but this is the cleanest solution I've found so far. If someone has a better suggestion, please share!
