Save Record as PDF Attachment in ServiceNow

In ServiceNow you often have the need to export a record as a PDF, whilst this is not necessarily difficult, occasionally you want to take this a step further and have this PDF automatically attached back onto the originating record as an attachment.

Below we outline a basic set of scripts that help you achieve this.

We start with a Server Script that uses a new custom user account to read and export the record, this record is then saved back to the originating record as an attachment.

var rm = new sn_ws.RESTMessageV2();
rm.setHttpMethod('GET');
var url = gs.getProperty("glide.servlet.uri") + current.getTableName() + '.do?PDF&sys_id=' + current.sys_id;
rm.setEndpoint(url);
rm.setBasicAuth(gs.getProperty('pdf.export.username'), gs.getProperty('pdf.export.password'));
rm.saveResponseBodyAsAttachment(current.getTableName(), current.sys_id, current.number + ".pdf");
var response = rm.execute();

This script requires setting up 2 system properties, a username and a password that correspond to a user account that is used to generate the PDF.

Make sure that you have a user account that matches these system properties other wise this will not work.