Multiple User fill out a record producer.

[mlamin]

Hello, 

My goal, in the long run, is to have a record producer form (like a background check form) where multiple users have to fill out their part on the form. 

I have a record producer with the form

I have an HR service that displays the form to initiate the process. Not sure if that is set up correctly.

My goal and problem now is that once that form is initiated, I want to assign tasks (or the best way to do this) to different users to complete their part of the same form. 

I want the form to display everything but only highlight the parts each person needs to fill out.

Is this possible. any assistance will be appreciated.

[michaelj_sherid · Accepted solution]

@mlamin I would be curious to understand more of the use case, but in lieu of that, I suggest using the advanced forms. These can work in the same way and OOtB provide a way for you to task others for input in the document. I see trying to change record producers to have input from multiple sources as a maintenance nightmare, not to mention how much work it would talk to do this. I am happy to chime in in more detail if you can provide more details of the use case. If you are not familiar with the Advanced Forms (Document Templates) here is a link to a video of a team member walking through this functionality. 

Regards,

Mike

[mlamin · Accepted solution]

Thank you for the Assistance. With your assistance and recommendation of using the Advanced form, I was able to accomplish and solve the issue I had. Using the advanced forms, I was able to upload my form and add multiple participants to fill out their part of the form as needed and have them sign the form.

Helpful links: https://www.servicenow.com/community/hrsd-articles/advanced-forms-management-in-hr-service-delivery/...

https://docs.servicenow.com/bundle/utah-employee-service-management/page/product/human-resources/con...

https://docs.servicenow.com/bundle/utah-employee-service-management/page/product/human-resources/con...

I truly appreciate your assistance and fast response on this!!!!