Service Catalog Request Item: How to print completed request for signatures

kwillis73
Kilo Contributor

I am looking for some direction. We are not quite ready to move to electronic signatures for our equipment approvals (due to our Purchasing Dept. not being ready) so I am trying to find a better way to get these requests into Service Now. Our current process is to have the users fill out a form (outside of SN), print it off, have it signed, send it to us (fax/interoffice mail), then our Help Desk has to retype everything into a Service Now form so the tasks will be created to complete the request.

I can obviously open up the Service Now service catalog form to the end users to fill out but how would I go about making sure they are able to print it off to be signed? Does anyone have any thoughts on if any of the below options could work or have any other suggestions?

*Add a ui action button to the catalog item form that will print the completed form (so far I haven't figured out how to get this on the form).
*Adjust the printer friendly version icon in the top right corner of Service Now to show the completed form (currently it only shows the variables that are populated on load not the variables filled in by the user).
*Send an automatic email via the catalog items workflow that would some how have an attachment of the completed request or the information within the email itself that the user could print and have signed. Currently the emails only have a link to the Request Item which doesn't show all the details.
*Other options: email notifications (events), business rule, ui page??

I am stuck as everything I have tried so far has not worked.

Thank you,
Kristina

4 REPLIES 4

bianca_vaccarin
ServiceNow Employee
ServiceNow Employee

Could you please share your solution to the question? I am sure there are other community members that could benefit from your insight.


kwillis73
Kilo Contributor

Hi Bianca, unfortunately I have no solution for this question. I never got a response on it and went on to work on other projects so we have not changed our current process for these requests. I am hoping to look into it again soon. I marked it as answered/or not needing a response due to when I opened it (in April) and because I had never gotten any responses. If I do figure something out though I will be sure and post in in the Community. Thanks!


we had to do something similar and this is how we did it-
1. user would fill in all the fields in the order form - standard fields + catalog variables
2. once the request is created , based on the item type we had multiple email templates and the order info was sent as email.
3. we embedded links to approval , delivery date confirmation and some others in the email itself and
those links when clicked would open newly composed emails with everything filled out and just needs to sent.
so very limited work for approvers and fullfillment groups.

And you always have the option to print emails.
I hope this gives some pointers to go about your specific requirements.


kwillis73
Kilo Contributor

I have made some notes about your solution so I can possibly give this a try. I know that I did play around with the email part of it but was unable to figure out how to get that printed copy with a signature to give to our purchasing department. Thanks so much for your response. I may come back and ask you some questions once I give this a try. 😃