PDF Fillable fom

paradise624 · ‎10-24-2019

i have a client that would like to take all the information that has been completed in the fillable PDF and store it in ServiceNow. Is that possible?

michaelj_sherid · ‎10-28-2019

Hi paradise624,

You can use the record producer to populate a form (table). The fillable PDF template would be mapped to this table and the data would be presented to the employee by way of an HR Task, based on those mappings.

Regards,

Mike

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paradise624 · ‎10-28-2019

ok. perfect. Thanks Michael!

paradise624 · ‎11-04-2019

Hi Michael, Your solution worked however when I created the record producer it creates an additional case and case number is there anyway around this? I already have a case and HR service setup the use a workflow instead of service activity. When I create the record producer I have to create a new service which then creates a new case in addition to the case Already creates. Is there a way around this? Please help!!!

paradise624 · ‎11-04-2019

Hi Michael, Your solution worked however when I created the record producer it creates an additional case and case number is there anyway around this? I already have a case and HR service setup the use a workflow instead of service activity. When I create the record producer I have to create a new service which then creates a new case in addition to the case Already creates. Is there a way around this? Please help!!!

michaelj_sherid · ‎11-04-2019

Hi Paradise624,

You will need to have a HR Service present the fillable PDF so this is why the record producer was suggested. In New York we did introduce a new Task Type of "Collect Employee Input" that can push values entered by the employee back to a table/form. This is an option for you, but you will still need an HR Service to be able to present the PDF populated with the data for the employee to sign. What is the purpose of the original HR Service with the Workflow (fulfillment type) that you created?

Regards,

Mike

paradise624 · ‎11-05-2019

Thanks Mike for the quick response. A workflow was used because the client had many approvals in their process. For example, a new job req form would need to go through several approvals before it's finalized and if at any point an approval is rejected we needed a way to rollback the process. From what I read, there was no way to do this with other HR services. Does that make sense? or should I took a different route than a workflow?