Define a PDF field mapping
Define editable fields and store signature mappings using the PDF field mappings section.
Before you begin
Role required: sn_doc.admin
About this task
Information on the PDF is parsed and stored in the PDF Mapping table. Parse PDF will allow you to store the fillable fields and Mark signatures will allow you to add signature mappings.
Procedure
Navigate to All > Document Templates > All Document Templates.
Select PDF Document Template.
Click the Parse PDF related link.
Note: The link appears only for an editable PDF.
The PDF Mapping related list displays field mappings.
| Field | Description |
|---|---|
| Field name | Display name that represents the document field. |
| PDF template | PDF template to which the mapping record belongs. |
| Document field | Field from the fillable PDF document that is automatically created through the Parse PDF related link. Important: Editing Document field is not allowed as it might break the document template flow. |
| Document field type | Type of field you are mapping, such as Signature or Checkbox. |
| Preview value | Field-mapping value for preview.Note: Use this field to test a field value without going through the process of mapping fields or creating a case to test your mappings. What you enter here appears while you preview the document. |
| Advanced script | Use to configure script fields for complex mapping of a field.For example, to map a Social Security Number from the HR Profile \[sn\_hr\_core\_profile\] table to a document and format it correctly, a script is used. |
| Mandatory | Mandatory field to be filled by the assigned participant.Note: This field is not applicable for document field of type checkbox. |
| Mapping table | Table that the mapped fields come from. |
| Read only | Option for enabling the editing of the field by the selected participant. |
| Mapping field | Field that maps information into your document. |
| Participant | Participant who can edit the field in the document. |
| Page number | Page number of the PDF document which contains the field. Page number where the field is present. |
| Format | Format in which values are to be entered by the participant. If the participant does not enter value in the specified format, a validation error appears for the participant. |
| Active | Option for activating the field mapping. |
| Use Signing date | Option to record the signature date automatically in the specified field in PDF document.Note: This option is applicable to ServiceNow Sign only. |
| Date offset type | Indicates if the date should be Before, On, or After the specified date. Note: This field appears only for a date field when the Advanced script option is deselected. |
| Date offset quantity | Measuring units for the offset such as days, weeks, or months.Note: This field appears only for a date field mapping when the Advanced script option is deselected. It appears only when the Before or After values are selected in the Date offset type field. |
| Date offset units | Number of units to offset.Note: This field appears only for a date field mapping when the Advanced script option is deselected. It appears only when the Before or After values are selected in the Date offset type field. |
| Select date format | Format for the date field. Values are:- User date format: Indicates that the date format is picked from the participant's user preference. - Specific format: Indicates the format in which you want the participant to enter the date. |
| Specific date format | Specific format in which you want the participant to enter the date. |
| States | Options stored for the non text fields. For example, social status might includes options such as Married or Single. |