PDF letter - fully automatic workflow?

[Tiffany6]

Is it possible to create a PDF letter process that does not require any agent action? For example, our employees will complete a catalog item form on their portal with some information. The system will then generate a PDF letter with that information and attach to the employees case so they can download the PDF. The case will close once the PDF is attached to the case. 

We hope to have zero agent interaction for this item. Has anyone done this before? Where would the workflow be created?

Thanks! 

[michaelj_sherid · Accepted solution]

Hi Tiffany,

This is possible using HR Services with a HR Task to Sign the Document. The key is to use the "Automatically Create Draft Document" Case option for the HR Services that are generating the PDF.

Here are some community posts to give additional information on this topic:

Detailed Example of an HR Service Using a Fillable PDF

Ask the Expert: Simplify your process using Personalized PDF Document Templates in HR Service Delive...

Regards,

Mike

[Christian Prob2]

Hi Tiffany,

did you get this fully working? I am curious as we are working on something similar and enjoyed a few lessons learned.

Also - are you using plan HRSD or Lifecycle Events by any chance?

Thanks,

Christian

[Tiffany6]

We are working on this now. Should have it done next week. I'll let you know how it goes. Thanks!

[Robert Duca]

Hi Tiffany, we have a similar requirement, specifically a fully automated, virtually 'touchless', Employee Verification Letter document creation HR Service / Catalog Item that prefills subject person HR Profile data, attaches to a case or to-do HR Task and emails to subject person then auto closes the case.

I want to completely avoid the OOB process of 'Preview, generate, & sign' steps.

I was trying to use the 'Automatically Create Draft Document' case options and its not clear how this 'automatically' generates a document when I add that to the employee verification HR Service.

Were you able to create an agentless / touchless service? If so would you mind sharing the approach?