How to automate the Project status report PDF from planning console

[Rajesh Mushke]

Hi All,

Currently Project managers needs to click on Print button to create the PDF manually. is there any way to automate that PDF generation and send it over an email to Project managers as soon as the status report is created ?

As like shown in the below screen shot:

[PaulaaO]

Have a look into Flow Designer - it might help you achieve what you're looking for 🙂

Flow Designer

[Uncle Rob]

Not that I know of.  Depending how much labor your PMO spends downloading PDFs and or creating new status reports manually in PowerPoint, you could take a look at VividCharts... available in the ServiceNow store.
https://www.vividcharts.com/solutions/technology

[Rajesh Mushke]

Thanks Rob!

So we don't have any way to automate within ServiceNow ? 

[Uncle Rob]

Again, not that I know of.  If it was possible it would probably be a "heavy" custom solution.
That Export to PDF button (on top of generating a very bland export) is dealing with client-side.
The solution you're wanting would have to generate a PDF server side, then have some logic to email it to the correct people.

Not strictly impossible, just definitely not OOB behavior, and who knows how complex a code solution.