Docs Template Functionality in Project Workspace

Alejandra1
Tera Contributor

Hi,

I'm working on building document templates and wanted to check if the template functionality allows for more advanced automation. Specifically, is it possible to create a template where:

  • The title is automatically populated with the Project Number and Name

  • The body includes the Business Case and other fields that are already filled in the project record under the Details tab

Can this be achieved using out-of-the-box (OOTB) features, or would it require customization?

Thanks!

1 ACCEPTED SOLUTION

Sunil B N
ServiceNow Employee
ServiceNow Employee

Hi Alejandra

 

1. Dyanamic title can be a simple business rule on project_status table to name it based on the project.

2. This is achievable when you edit dynamic template in Project workspace (<instance>/now/workspace/project/doc-templates) 
Please use / and insert dynamic content. To dot walk on project fields, use -> right arrow key.
Screenshot 2025-03-25 at 1.13.56 PM.pngUsing arrow keys, navigate to project and then business case.Using arrow keys, navigate to project and then business case.

Hope this helps.
Thanks and Regards,
Sunil B N

View solution in original post

5 REPLIES 5

Sunil B N
ServiceNow Employee
ServiceNow Employee

Hi Alejandra

 

1. Dyanamic title can be a simple business rule on project_status table to name it based on the project.

2. This is achievable when you edit dynamic template in Project workspace (<instance>/now/workspace/project/doc-templates) 
Please use / and insert dynamic content. To dot walk on project fields, use -> right arrow key.
Screenshot 2025-03-25 at 1.13.56 PM.pngUsing arrow keys, navigate to project and then business case.Using arrow keys, navigate to project and then business case.

Hope this helps.
Thanks and Regards,
Sunil B N

Thank you so much, Sunil. This is very useful. However, I still don't see the option "Insert dynamic content". Do you know if this option appears only with SPM Pro? 

Sunil B N
ServiceNow Employee
ServiceNow Employee

which version of Project workspace are you using? v6.1.0 should have it IMO.

ny5_6
Tera Contributor

Hi Alejandra, you need to type the "/" character within the template to see menu with the option to insert dynamic content.