How Does Generate PDF Document action works on Flow Designer?

[shawshipra]

Hi All,

Want to understand how does Generate PDF Document works on Flow Designer.

What shall we provide on template id?

Thanks

[Marc Mouries]

The Generate PDF Document flow action is meant to be used with HR Document Templates

https://docs.servicenow.com/bundle/sandiego-employee-service-management/page/product/human-resources/concept/understanding-doc-templates.html

If you want to generate a PDF outside of HR, the platform provides an API that provides support for PDF conversion and handling PDF fields: PDFGenerationAPI

https://developer.servicenow.com/dev.do#!/reference/api/sandiego/server/sn_pdfgeneratorutils-namespace/PDFGenerationAPIBothAPI

You can easily use the PDFGeneration API in a custom flow action. 

[Jeff137]

Hi Marc.

Can you advise or provide a screenshot of where to find the 'Generate PDF Document' Flow action? I have HRSD and HR Document Template modules installed but cannot find this action.

Thank you.

[Alexandre Sing1]

1 - install/Upgrade Document Template Plugin : 

2 - Document Templates > Generate PDF Documents