How to extract data from a fillable PDF in the service portal into ServiceNow?

beboche13
Tera Contributor

We have a requirement to let the User fill a fillable PDF on the Service Portal and insert the data they've entered back into a ServiceNow Table. Is this possible? How do we extract the user inputted data  into SN? Thanks

4 REPLIES 4

Brian Lancaster
Tera Sage

I don't think this would be something that can be done.  My thought would be to make the PDF a ServiceNow form and that could easily be written to a table or create a record in a table with the pdf attached.

Hi Brian,

 

    that's unfortunate. When HR on-boards a person there are multitude of forms that the applicant needs to fill - W2, Millitary Record, Security Clearance etc. So we were really hoping ServiceNow will be able to provide the functionality for the applicant to fill the forms on a public facing portal. Thank you for your response. Yes SN forms will be the backup options but I just wanted to see if someone has done this as I can see it as a valid use case for anybody using the HRSD , Thanks

 

        Stef

Ankur Sharma
Tera Guru

Hi Stef,

Are you using servicenow HR application for your onboarding process? ServiceNow HR Service Management application provides HR document templates. You can create personalized document templates(HTML or PDF) by mapping fields or variables from available tables.

Have a look at the following links for details.
HR Document Templates Kingston
Detailed Example of an HR Service Using a Fillable PDF

Also, if you want to read PDF file uploaded by user via service portal then you can use the 'getPdfFields' function from the following script include(installed with HR application).

Script Include: hr_PdfUtils

getPdfFields: function(attachmentSysId) {
var jsonString = new global.GeneralPdfUtils().getPDFFields(attachmentSysId);
return jsonString;
},

 

Let me know this is helpful.

Thanks!

Regards,
Ankur Sharma

Hi Ankur, the question is the otherway around. That the employee fills in the PDF form and than ServiceNow extract that data and store it in a table  or on a HR Profile. We have a similar requests. Can this maybe done by using ServiceNOw document intelligence. So that an employee fills in the pdf as a task and than the document intelligence extract the data and place it on a hr profile / table?