Document Task for IT Task Process

BehelC — Fri, 03 Mar 2023 23:49:50 GMT

Is there a way to create document tasks for an IT process?

Within HRSD you can create an HR template that then triggers an document task to the user to fill out a document within ServiceNow. We would like to duplicate that functionality to an extent with non HR processes.

The use case my customer has is this: During the demand process a Business Case Analysis is filled out following the submission of the demand. It goes through multiple people before it is considered complete. This document is a living document that is manually passed from one person to the next through email and there's no way to track it currently. So if the document task process for HRSD could be replicated for IT processes, we could assign a user a task to go fill out the BCA on the portal and then so on.

Our current proposed solution is to add a record producer for the user to fill out and populate either a new table or fields on the demand since we cant assign a task to them. But this still wouldn't be tracked in the document like it is now. I've dug through Managed Documents, Document Management, Document Templates and Employee Document Management without finding something that fits exactly how they want.

Re: Document Task for IT Task Process

Mark Stanger1 — Thu, 07 Mar 2024 23:49:05 GMT

Did you ever make any progress on this? I'm looking to do the same thing, but as part of a service catalog workflow.

Re: Document Task for IT Task Process

BehelC — Mon, 11 Mar 2024 21:51:10 GMT

Sorta. We ended using a record producer and document templates to simulate a similar workaround.

Re: Document Task for IT Task Process

sanketmalpu — Tue, 14 May 2024 14:55:34 GMT

Please let us know how you have achieved this requirement using Document template.

question Re: Document Task for IT Task Process in Developer forum

Document Task for IT Task Process

Re: Document Task for IT Task Process

Re: Document Task for IT Task Process

Re: Document Task for IT Task Process