question Re: Document template blocks in HR Document templates in HRSD forum

Document template blocks in HR Document templates

anandpara_s — Wed, 08 May 2024 05:16:25 GMT

Hi,

I am having a requirement to have condition based statements to be included in my offer letter. I could see Document Template blocks, document template block contents and document template scripts are the concepts we can leverage to achieve this for HR Documents to be dynamically generated in ServiceNow.

To try how this works, I created a new (HTML) Document Template and configured required fields including the (letter) body. I also created a new Document Template block as per docs, however, I can't see the "Add Blocks" button that should appear on the Document Template record for adding the Document Template Blocks that would solve my requirement.

Note:

1. I could not find the button also on any existing Document Template records that are loaded as part of demo data.

2. I can see the UI Action "Add Blocks" available on my instance for the Document template table (there are two UI Action records in total available - one for Knowledge (kb_knowledge) and another one HTML Template sn_doc_html_template table. However the button we expect to show up on is Document Template record which is HR Document Template sn_hr_core_document_template table. I could not see the table as extension of the HTML template table, so not sure if there should be another UI Action record available on the system as as first thing.

Could you please suggest what I am missing in this.

Thanks,
Sagar

Re: Document template blocks in HR Document templates

abirakundu23 — Wed, 08 May 2024 18:09:48 GMT

Hi @anandpara_s ,

We can use 'Add Blocks' HTML Document template sn_doc_html_template table & 'Add Blocks' UI action present in 'sn_doc_html_template' table, but not applicable for 'sn_hr_core_document_template'. You cannot achieve using HR Document Template sn_hr_core_document_template table, ServiceNow not supported.

That's why we have to consider Document Template for dynamic offer letter contain based on condition.

Please mark helpful & accept answer if it's worthy for you.

Re: Document template blocks in HR Document templates

anandpara_s — Thu, 09 May 2024 04:17:33 GMT

Thanks a lot @abirakundu23, that helps.

Re: Document template blocks in HR Document templates

Andrea44 — Thu, 25 Jul 2024 08:17:10 GMT

Hi, how did you solve this? I am at the same cross-roads.
I really want to use document template blocks and scripts but they are not available for HR document templates. On the other hand I am not able to select a document template in the OOB field "PDF templates" on HR Cases - only HR document templates. I am considering editing the dictionary entry but on the other hand I assume this filter is there for a reason. I'm wondering if it jeopardizes HR security somehow - or why is not document template blocks and scripts available for HR? @abirakundu23 , do you know ?

Re: Document template blocks in HR Document templates

abirakundu23 — Thu, 25 Jul 2024 16:40:28 GMT

Hi @Andrea44 ,

In Order to achieve document template block & document template script you have to activate Document Template Management plugin in your instance, please refer below screenshot.

Once you activated & will be available in Application Navigator. Please refer below screenshot.

It refers following table: (sn_doc_template.list)

Document Template & Document template script are not supported in HR document template.
HR Document template table: (sn_hr_core_document_template.list)

Please mark helpful & correct answer if it's really worthy for you.

Re: Document template blocks in HR Document templates

Andrea44 — Fri, 26 Jul 2024 07:36:20 GMT

@abirakundu23 I had the plugin but I did not know that document templates did not look at the same field for reference. I found the field to be used with document templates was hidden ono HR cases by an OOB UI policy. But thanks for clarifying anyways! I have not found any specific reason as to why HR document templates don't support blocks and scripts. Do you know why? And are there any down-sides to using Document Templates on HR cases? Any security reasons for this separation?

Re: Document template blocks in HR Document templates

abirakundu23 — Fri, 26 Jul 2024 07:44:53 GMT

Hi @Andrea44 ,

Document Template blocks and scripts are OOB features of Document template in ServiceNow but not OOB features of HR document templates.
Please refer below Product links :

Using Document Templates (servicenow.com)
Document template scripts (servicenow.com)
Document blocks in Document Templates (servicenow.com)

Please mark helpful & correct answer if it's really worthy for you.

Re: Document template blocks in HR Document templates

abirakundu23 — Thu, 01 Aug 2024 04:59:06 GMT

Hi @Andrea44,

is your issue resolved or still facing issue?

Please mark helpful & correct answer if my previous response worthy for you.