Attach a PDF form to a catalog task

hamidouche
Kilo Guru

Hi,

I would like to attach a PDF form to a catalog task.

Context: a catalog item has 5 catalog tasks. The requirement is that for the 4th catalog task, the assigned to manager must have access to a pdf form to complete.

How can I add this form in Flow designer ?

3 REPLIES 3

Tanushree Maiti
Tera Patron

Hi @hamidouche 

 

Refer: 

How Does Generate PDF Document action works on Flow Designer? 

https://www.servicenow.com/community/developer-forum/generate-pdf-document-action-in-flow-designer/m...

https://www.youtube.com/watch?v=xYttoOtLB8U

https://github.com/goranlundqvist/YouTube/tree/master/Episode%203%20-%20Create%20custom%20action%20t...

 

Please Accept the solution if it assisted you with your question & Mark this response as Helpful.
Regards
Tanushree Maiti
ServiceNow Technical Architect
LinkedIn: https://www.linkedin.com/in/tanushreemaiti
In this video we are solving a community question. They have created a flow that sends an email and now they need to add the attachment from the task that triggered the flow to the mail being sent. You can find the question here: ...

I don't want to generate a PDF. The pdf form already exists, my question is:

- where do I attach it? to the catalog item? to the task?

- how to make sure it shows only at catalog task 4

Assuming the attachment is already saved in the system, you can just add a record in the sys_attachment table, put sc_task for table, the catalog task' sys_id as table sys_id and then copy the rest of the fields from the original attachment...

PascalVerdieu_0-1781289038236.png

Your biggest problem will likely be to ensure that you have a good copy of the attachment and how to manage the inevitable updates that will come to it later on...

 

That being said as a quick and dirty solution to the question asked.  You may want to challenge the use of a fixed attachment.  If it is to capture data, that should be done in SN directly instead of storing that in a PDF, if it is to provide fixed data, like a how-to, a KB should suffice.