Update date fields to the current date on Document PDF Template/Document Task

[Jonathan Faria]

We are creating fillable PDF documents using the Document Templates (sn_doc) app. We are trying to fill date fields with the date of the signing. These Document Tasks are being generated through HR Services within a Lifecycle Event Activity. 

Currently, we can use the Advanced script feature to populate the date that the Document Task is created, but it doesn't change depending on the date of the user's actual signing. 

I've seen that the field mappings for HR Document Templates (sn_hr_core_pdf_template_mapping) have a "Use signing date" feature, but we need something similar for Document Template field mappings (sn_doc_pdf_template_mapping).

Is there an OOB way to accomplish this?

[Mark Manders]

That would mean that you are adjusting already generated documents. If you are automatically filling a date, you are changing it, while it's already signed (because you are not filling it if it's opened, just to read, you are filling it on the signed date, which you only know the moment it is already signed). This could cause some issues from users, if you are not very careful. Think about if you really want to achieve this (and because of this, I don't think there's an OOB functionality for it).

[abirakundu23]

Hi @Jonathan Faria ,

I never seen "Use signing date" such kind of functionality for Document Template field mappings (sn_doc_pdf_template_mapping) OOB feature. Only Signature will be captured in document template after completion of signed if we used Document Template.

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