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!

[M Iftikhar]

Hi @rimarishi0803 ,
You can achieve PDF generation and updates in ServiceNow through multiple approaches, depending on how dynamic or automated you want the process to be:

1. Using Document Templates (Recommended OOB option)

• Navigate to Document Templates to create a template.

• Design a Word or PDF layout and use field placeholders to dynamically populate record data.

• This is the most straightforward option for business documents like letters, reports, or acknowledgments.

2. Using the sn_pdfgeneratorutils API (Dynamic PDF Generation)

• For more control or custom layouts, use the PDF Generation API (sn_pdfgeneratorutils.PDFGenerationAPI) to convert HTML content into PDF and attach it to a record.

• This approach is ideal when you need to dynamically generate or update PDF content based on record data or system logic.

• The API also supports headers, footers, page numbering, custom fonts, and images for rich formatting and branding.

3. Using UI Actions or Scripted REST APIs

• Add a UI Action (e.g., “Generate PDF”) on record forms to allow users to trigger PDF creation manually.

• Alternatively, use a Scripted REST API to generate and return the PDF programmatically, for external or automated integrations.

For more details and best practices, refer to the following helpful resources:

• Generating and Attaching Document Templates in ServiceNow

• Auto-Generate a PDF and Attach to Case (HRSD Forum)

• Generate PDF Document Action in Flow Designer

• Building a PDF Report using PDFGenerationAPI

• Generating Custom PDFs using the New PDFGenerationAPI

If my response helped, please mark it as the accepted solution so others can benefit as well.