Generating dynamic data into PDF Template

[rimarishi0803]

Hello @there,

I have a requirement as below. How can we,

• have a PDF template?
• generate / update the content in that PDF?

I am seeking some suggestions on how it can be done. Your inputs are appreciated. Thanks!

[Ankur Bawiskar]

@rimarishi0803 

you can use Document Templates application wherein you can upload a fillable PDF and then map the data in it's fields based on target table's field or use advanced script and then generate and attach it to your record

check below links

Document Templates 

Document Templates of type PDF (Advanced forms) 

check my blog for the 2nd step

Generating and Attaching Document Templates in ServiceNow to Record - Server Side 

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[Ankur Bawiskar]

@rimarishi0803 

Hope you are doing good.

Did my reply answer your question?

💡 If my response helped, please mark it as correct ✔️ and close the thread 🔒 — this helps future readers find the solution faster! 🙏

[rimarishi0803]

Hello Ankur, thank you for the suggestion. It's helpful. I am still working on this and need to install the plug-in and dig deep into it. Thanks!

[rimarishi0803]

Do we require HR plugins to use Document Templates? I tried installing Document Template plugin without HRSD plugin, then the Parse PDF button is not visible on PDF Template form to parse the PDF fields. Does anyone have any idea on this. Tried on my PDI