0
20.0.1
Yokohama, Xanadu Patch 4, Xanadu Patch 1
The Document Designer for Microsoft Word enables you to extract metadata, including fields, related lists, reference fields, and their associated elements from ServiceNow tables. It also allows you to insert content blocks that repeat based on the number of records in a table, such as 10 blocks for 10 issues. When applied to specific records, the template generates a Word document.
- Add ServiceNow metadata, tables, and repeatable content blocks to a Word template and format the template according to your preference.
- Apply the template to a ServiceNow record such as an audit engagement to generate a Word document such as an audit report.
- Enable the automated creation of Word documents by extracting information from ServiceNow tables without manual intervention.
- Generate a report as a Word document attachment or upload it as a cloud document to SharePoint.
- Ability to add up to 20 columns in a table and in a content block
- Ability to choose and reorder columns from the add-in during template building
- Insert Content and Update Content from ServiceNow Reporting (ESG add-in) is merged with Document Designer add-in to insert data and reports into the document
- Data Relationship tab is added into the template configuration
- Template data relationship table is removed and deprecated
Error handling (Restrictions while template building)• Adding a Content block within other Content blocks is restricted• Adding more than 10 images is restricted• Adding more than one table inside the content block is restricted
The following applications are automatically installed when the ESG Management and Reporting application is activated:
- Data registry
- Microsoft Office add-in
- Microsoft 365 for ServiceNow Reporting
- Word Document API
Permissions and roles:
Role required to install the app: System admin (admin)