How to create a new Document Revision record associated to Document record automatically when a new Document record is created ( Managed Docs).

Servicenow Stud · ‎04-05-2021

Hi All,

I am creating a new Document Record, when a custom table record gets closed. But I also want to create Document revision record associated to respective Document created. For this I used flow designer that triggers when a document record is created. This is creating new Document revision record, but is not showing any relation with Document record. How to create a document revision record associated to respective document record created.

Thanks

Harsh Vardhan · ‎04-07-2021

Are you attaching attachment on those fields after record creation.

You can write after update business rule on custom table, condition you can include

"field changes"

and then use that script to copy the attachment from custom table to revision table.

In business rule you have to get the revision record sys_id by glide record , i am assuming in your custom table you are storing "Document Revision" record , or storing custom table record in "Document Revision" form ?

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Servicenow Stud · ‎04-07-2021

Hi @Harshvardhan ,

Yes it is on my personal instance.

https://dev77419.service-now.com/

username: admin

password: Cr8@01dec

BR Name: Create Document Record

Custom table name: Creative request form

Flow designer: Document Management.

Yes, we can connect if you are available.

Servicenow Stud · ‎04-07-2021

Thank you so much @harshvardhan