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12-17-2024 07:23 AM
We're looking to get started using document templates through the project workspace and can't seem to figure-out where the default templates live in the system. I would expect that they could be found under Document Templates / All Document Templates but no luck (screenshot "All_Document_Templates" is what's here). Also, I've created a new document template through this form and the new document template does not appear in the project workspace (can be seen in "all_Document_Templates" screenshot - "BCM Stakeholder Register" document template doesn't appear in the project workspace documents section as an available template). I've done a bunch of digging-around but haven't yet located documentation covering this aspect of project workspace / document management. Any advice would be appreciated. Thank you!
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01-10-2025 08:44 AM
Joe, the templates you are looking for might be in the sn_doc_page_template the table. I believe these are word document as described in the SN doc Create a status report template in Project Workspace. Are these what you are looking for?
What I have not been able to figure out about them, though, is how to edit the templates? It seems like I can edit them and put a URL. But some of the OOB project document templates, for example Default status report, seem like they have individual table fields embedded in them, and I have been looking for the way to edit those or create new ones. Any thoughts?
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01-31-2025 06:25 AM
It turns out that editing the form can be done from the project workspace, but the methods to do so aren't documented and aren't immediately obvious. If you try to click on a data field (with a lightning bolt) in the template to edit the value, it doesn't work. You can enter the delete key on your keyboard, or click on the end of the field and hit backspace; then you can enter a forward slash (/), which will bring pop up a list of data fields and other info that you can populate into the document. You can also enter a forward slash in any blank spot in the document, to create a table or enter a data field there. If you click a cell in an existing table, there will be a small little box with three dots that appears above the table, that you can use to add rows, etc.
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12-17-2024 08:05 AM
Hi @Joe Governali ,
Check this thread: https://support.servicenow.com/kb?id=kb_article_view&sysparm_article=KB0713208#:~:text=The%20default....
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12-17-2024 02:18 PM
Thank you! If I understand correctly the KB article you referenced appears to be targeted towards creating templates for projects themselves (i.e. pm_project record templates and pm_project_task table record templates) - we use these templates when we import MS Project records (for example). The templates I'm working to understand are document templates in the document management system - which appear as templates for creation of HTML documents (or PDF) in the project workspace.
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01-10-2025 08:44 AM
Joe, the templates you are looking for might be in the sn_doc_page_template the table. I believe these are word document as described in the SN doc Create a status report template in Project Workspace. Are these what you are looking for?
What I have not been able to figure out about them, though, is how to edit the templates? It seems like I can edit them and put a URL. But some of the OOB project document templates, for example Default status report, seem like they have individual table fields embedded in them, and I have been looking for the way to edit those or create new ones. Any thoughts?
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01-13-2025 09:28 AM
Thank you! That is indeed where they live - they are the document templates in category "Project Docs" - not sure about how to edit them just yet - am going to work on this next. It's odd that the "All Document Templates" menu does not show this category of documents - am sure there's a reason that I'm just not aware of quite yet. 🙂
