HR Document Template|Scripting and Capturing Signature Date

[Neha Mishra]

We are using Servicenow Document Template module to generate the PDF Documents.

Current Challenges:

1. We are using record producers and variables and our requirement is to pull the record producer variable answers to the document template. We are unsure about which script to use there? We can use [+]fields to get the HR profile level and case-level information.

2. Signature Date is missing [Implementing 2 signature functionality, we are unable to get the signature date].

Any help/advice on what scripting works in HR Document Template would be really appreciated.

Sample HR Doc Template in Servicenow

[AndrewB1]

Did you ever get this?  Does the signature date have to be a fillable field that gets picked up during "parse PDF"?

Also, how about mapping record producer variables to the PDF fields, just using the advanced script in the mappings record works?

[Christian Prob2]

Hi @AndrewB ,

we ended up using a custom inhouse solution that takes a JASON payload and an XML template to generate the PDF. Unfortunately, it is custom but impeccable quality 🙂 So can't really help out here, sorry.

Christian

[AndrewB1]

Ok, no problem.  I'm running through some hr document template stuff now for the first time.  The date fields may just need to be set to fillable fields and use the script grab current date and convert to string maybe.   Thanks anyways!

[michaelj_sherid]

This is where you would map them to the correct person to sign. Is there a reason why the HTML template is being used instead of the PDF? It is a good transition for HRSD customer that leverage PDFs for this purpose to be right on point for the Paris feature of Advanced Forms (for HRSD Enterprise customers). Understand there is a good place for HTML, but we are seeing more and more fillable PDF/ Advanced PDF use cases surface where we can accommodate leveraging PDFs.

[Thanh6]

Hi @michaelj.sheridan 

I'm also trying to do the same thing. We have a PDF not fillable and its just an acknowledge form. The Employee submits a request, and the employee manager would review the form via child e-signature task. The goal is to get all the record producer variables into the PDF so the employee manager can view and approve it. Is there a solution for this or we have to custom code?