Docs Template Functionality in Project Workspace

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Alejandra1
Tera Contributor

‎03-24-2025 01:51 PM

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!

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Sunil B N
ServiceNow Employee
ServiceNow Employee

‎03-25-2025 12:52 AM

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

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VinothiniA
Tera Contributor

‎07-15-2025 11:56 PM

Hi,

I am trying to insert Project record Company banner image in Docs template as a Image(which is dynamic for each project).

Currently Company field is not dot walking once when we do Insert Dynamic content -> Project -> Company. Able to view only Company name . I have tried static image insertion from template using image icon. It is working fine.

How can we show company logo dynamically based on Project?

Please advise on this

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