Configure export application functionality in Grants Management

  • Release version: Australia
  • Updated July 31, 2025
  • 1 minute to read

    • 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

    1. Navigate to System Application > Application Restricted Caller Access Privileges
    2. Open the Read operation record and change the value of Status field to Allowed.
    3. In the Confirm Application Details activity, select Export.
    4. 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.