Configure export application functionality in Grants Management
Configure the export to PDF functionality so that grants program can export grants proposals directly to PDF.
About this task
The export application function generates a PDF format of the confirm application details involving the information from all the sections from the intake stage in sectional formatting.
PDF export functionality uses the Document Templates table and a script to generate a PDF. However, these reside in different scopes, requiring RCA records to be created and manually allowed.
Before you begin
Role required: admin
Verify that the scope is set to Document Templates.
Note: This may have configuration implications across all ServiceNow applications in your instance. Verify the RCA settings of other applications after completing this procedure.
Procedure
Navigate to System Application > Application Restricted Caller Access Privileges
Open the Read operation record and change the value of Status field to Allowed.
In the Confirm Application Details activity, select Export.
Open the Execute API operation record and change the value of Status field to Allowed.
Result
The export PDF functionality should appear in the Confirm Application Details activity of the playbook.
What to do next
The data that shows up in the exported PDF is generated based on a pre-configured document template. This configuration can be modified to add/delete fields, change formatting of the document, and more.
Parent Topic:Configure Grants Management
Previous topic:Configure a currency in Grants Management
Next topic:Configure PaCE Eligibility Framework Engine for use with Grants Management