HR Service for Fillable PDF form
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02-07-2023 03:06 AM
Hi,
I have a requirement to populate the pdf form based on the data in record producer.
Can anyone lead me on the step on how to achieve this?
I created a HR Service, Record Producer, HR Document Template
But I am not sure how can I link the RP and the Document.
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02-07-2023 02:59 PM
Have you tried adding field PDF Template (pdf_template) to the HR Template associated with the HR Service?
If you do that, obviously, the field in question will be filled in upon case creation.
Later, when the Case reaches State Work in Progress and the template type is missing or is hr_pdf_templates the Preview Document UI Action will become available (only to the assigned to person or a delegate thereof).
Of course when previewing the document, one gets the option to generate it as PDF.
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04-09-2023 10:26 PM
I'm trying to do this as well. I've created a PDF Template with a fillable pdf, mapped fields to a table, then pointed the HR Case Template "PDF Template" fields to the PDF Template I created. Then I went and created an HR Task that is of type "HR Service" and pointed it to the HR Service that maps to the HR Case Template. Then I have an lifecycle event that has several activity sets, one of which has an activity that points to the HR Task Template I created. When I create a new case using the lifecycle event HR Service that I've created seperately, all of the tasks generate properly, but when I go to the fillable PDF Task, it simply displays "You are either not authorized or record is not valid.". I've watched this video https://www.servicenow.com/community/hrsd-articles/advanced-forms-management-in-hr-service-delivery/... - about 20 times. What she doesn't show is the Record Producer associated with the HR Service or how it is created - so I think that's where I'm going wrong. She has a record producer associated with the HR Service and I do not. When I add one, it displays whatever record producer I select.... but in her video she get's a nice fillable PDF at the end. Gaaaaah.