FAQ

To enable the keyword search on a data table, add the option “show_keywords” under “Additional data table options JSON”:

{
"show_keywords": true
}

Please note, that keyword search is only possible if:

• The data table is not marked as collapsible
• The header is visible
• A text index exists on the given table (please see official documentation for additional details).

Starting with San Diego, the first column in a data table will be a link that is styled differently. In some cases, the link might have a wrong colour when selecting an item in the data table.
One can easily override this style by adding the following CSS to your portal (either in a CSS linked in the theme or the portal record itself in the CSS variables field):

td[role=rowheader].selected > a{
color: #fff;
}

Yes, this is possible. Please check the chapter "Configuring Widget Instances -> Changing reference popup fields" in the guided setup of the Swiss Tool application to see how popup windows in the Swiss Tool form can be customized.

The Swiss Tool supports the following UI action types in the portal widgets:

• Form button: Supported in Swiss Tool Form widget
• List banner button: Supported in Swiss Tool Data Table widget (either standalone or as embedded/related list of a Swiss Tool form
• List action button: Supported in Swiss Tool Data Table widget (either standalone or as embedded/related list of a Swiss Tool form

Make sure you imported the most current version of the Global UI script "ST Style Buttons Desktop". The UI script is linked in chapter “Recommended: Enable UI Action Styles > Download UI Script” of the Swiss Tool guided setup.

Yes, this can be controlled by using the following in the condition field of your UI action:
• RP.isEmbeddedList()
• RP.isRelatedList()

This can be achieved by checking for the custom injected “relationshipId” or “instanceId” property on the RP-object in your UI action condition as follows:
• To only show a button for a data table of a specific relationship:
  RP.relationshipId == 'REL:fd0546321bed7c10d936b9d51a4bcbeb'
• To only show a button for a data table of a specific instance:
  RP.instanceId == ‘dt_b7a71e5e1b830d10d036a685ec4bcb29’

You can verify the credentials of an instance by clicking the “Verify Credentials” related link that will appear if an instance URL and credentials are set on the instance record.

An instance can only be deleted if it is not referenced in any instance deployment records. If you want to delete an instance, all items which have an instance deployment referencing the instance have to be removed first. You can always set your instance to inactive and it will not create instance deployment records anymore.

There can be two reasons why a deployment can not be deleted:

• The deployment already has an item assigned to it. Only deployments not containing any items can be deleted.
• Only users which are part of the team linked in the deployment can delete the deployment.

There can be two reasons why a item can not be deleted:

• An item can only be deleted if it is in the open state. As soon as any action has performed on an instance deployment record of an item it cannot be deleted anymore. You can however use the related link “Reset all instance deployments” to reset the state of an item to open and delete it afterwards.
• Only users which are part of the team linked in the linked deployment can delete the items of a deployment.

The item types that should be selectable for a team have to be assigned to the team record before. Please navigate to your team record and assign the desired item types with the related list.

Setting other items as prerequisite of a given item means the other items have to be completed/skipped before the given item can be completed/skipped. It can be used to create dependencies between items in the deployment.

The fields “Overrides” and “Overwritten by” however, are used to hide old versions of a versioned item. For example you deploy app XYZ v1.0.0 first and later on install XYZ v1.0.1. In this case you might want to override v1.0.0.

With the NoCode PDF^® application, you can generate completely new PDFs and also you can automatically fill out PDF forms. Simple, without any coding knowledge. All you have to do is create or upload al template, match the template PDF with the fields of the record and you can have a form PDF with any data you have in ServiceNow. In addition, the NoCode PDF^® application helps manage your custom PDF templates. You can integrate data from filtered related lists, custom formatting and much. New templates are production-ready within minutes. All of this in one easy to use interface. And thanks to your custom layouts, every PDF of yours looks simply fantastic.

The first thing you need to do is request a trial of the app from the ServiceNow Store to integrate it into your workflows and try out all the features (on pre-production instances). After installing NoCode PDF^®, you will be guided through the Setup on your own instance to get the application up and running. General Instructions on how to install apps can be found on the Service Now product documentation page.
Or simply contact us for a live demo – we’re happy to demonstrate the true power of PDF Bird^®.

Absolutely! This is one of the use cases for the NoCode PDF^® application. All you need to do is create a new PDF template by selecting NoCode PDF > PDF Templates > All PDF Templates. Name the PDF template, select the table of data to be filled in and attach your PDF form attachment. The individual fields of the PDF form are automatically recognized by NoCode PDF^® and made available to you for configuration. Now you only define which values are to be inserted where in the form. It couldn't be easier.

A PDF template is required for automatic filling of form PDFs. This can be implemented super simply thanks to NoCode PDF^®. With an HTML template you define how a custom PDF should look like and what data is used to generate it.

Creating a template is also super easy. Simply navigate via the filter navigator to NoCode PDF > HTML Templates > All HTML Templates and click on new. The name will be used for display in the platform. The PDF document name is the file name of the generated PDF (without .pdf). As with Business Rules, a table must be specified as the basis for the HTML template. This table (or any table you can dot-walk from it) contains the data to be displayed in the PDF. An optional layout can also be selected, and we encourage you to work with layouts. After creating the template, you can configure the content of the PDF in the WYSIWYG Template Editor. This allows your advanced users to edit the content to be generated as PDFs without any programming knowledge. More sophisticated adjustments are easily possible for those with skills in HTML, CSS, etc.
Fields of a record are specified in the common ${field} notation and dot-walking is also possible. Related lists are managed using PDF Template Sets. More about that can be found below.

A layout enables common information that is used in several templates. An example of this could be your logo. Imagine you would need it on all PDF documents you generate. To implement this, you simply need to create ONE layout in which the logo is placed in the desired location. Then you use that layout your templates and you are done. If you ever need change the logo, you only adjust it in one place.

The display of custom related data is not possible with OOTB ServiceNow PDFs. NoCode PDF^® solves this challenge using PDF Template Sets that define a set of data. They consist of three parts. The list header (e.g. table header), the list itself and the list footer. NoCode PDF^® also lets you configure what should happen if the list is empty. This way, we keep your PDFs beautiful ;-).

NoCode PDF^® took many of hours and lots of brains to develop. So, we decided to make the app paid so we can pay the brains that built and maintain it. The pricing is reasonable. Please contact us for a perfectly tailored offer for you.

Sure thing. We’re here for you with our very responsive support in all matters NoCode PDF^®. You will find the respective contacts details directly in the App, go to NoCode PDF> Support after installing the application. We are happy to help :-).