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21.0.4
Zurich, Yokohama Patch 6, Yokohama, Xanadu Patch 9, 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.
Document Generation
- Enhanced document generation with scripted variables support
- Improved handling of intermediate filters in document templates
- Fixed various document formatting issues
Data Model
- Added support for scripted variables in templates
- A new role sn_grc_doc_design.developer is added for creating scripted variables.
- Implemented intermediate filter functionality for content configuration
Bug Fixes
- Resolved table formatting problems (width truncation)
- Fixed truncated image display in HTML content
The following applications are automatically installed when the Servicenow Document Designer with Word 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)