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groeimetai

document-management

by groeimetai

🤖 AI-powered ServiceNow development with 400+ MCP tools. Works with Claude, GPT, Gemini, Ollama & 75+ providers. Deploy widgets, manage incidents, automate workflows - all through natural language. Open-source Build Agent alternative.

⭐ 42🍴 9📅 Jan 23, 2026
aiai-agentservicenow
View on GitHubRun in Manus

SKILL.md

name: document-management description: This skill should be used when the user asks to "attachment", "document", "file upload", "document template", "PDF generation", "document workflow", or any ServiceNow Document Management development. license: Apache-2.0 compatibility: Designed for Snow-Code and ServiceNow development metadata: author: groeimetai version: "1.0.0" category: servicenow tools:

  • snow_query_table
  • snow_execute_script_with_output
  • snow_find_artifact

Document Management for ServiceNow

Document Management handles attachments, templates, and document generation.

Document Architecture

Record
    ├── Attachments (sys_attachment)
    │   └── Attachment Data (sys_attachment_doc)
    ├── Generated Documents
    └── Document Templates

Key Tables

TablePurpose
sys_attachmentAttachment metadata
sys_attachment_docAttachment content
sys_report_templateReport templates
dms_documentDocument records

Attachments (ES5)

Upload Attachment

// Attach file to record (ES5 ONLY!)
function attachFile(tableName, recordSysId, fileName, contentType, content) {
    var attachment = new GlideSysAttachment();

    // Content can be base64 encoded string
    var attachmentSysId = attachment.write(
        tableName,
        recordSysId,
        fileName,
        contentType,
        content
    );

    return attachmentSysId;
}

// Example
var base64Content = 'SGVsbG8gV29ybGQh';  // Base64 encoded
attachFile('incident', incidentSysId, 'notes.txt', 'text/plain', base64Content);

Read Attachment

// Read attachment content (ES5 ONLY!)
function getAttachmentContent(attachmentSysId) {
    var attachment = new GlideSysAttachment();
    var content = attachment.getContent(attachmentSysId);
    return content;
}

// Get attachment as base64
function getAttachmentBase64(attachmentSysId) {
    var attachment = new GlideSysAttachment();
    var bytes = attachment.getBytes(attachmentSysId);

    // Convert to base64
    var base64 = GlideBase64.encode(bytes);
    return base64;
}

List Attachments

// Get all attachments for record (ES5 ONLY!)
function getRecordAttachments(tableName, recordSysId) {
    var attachments = [];

    var gr = new GlideRecord('sys_attachment');
    gr.addQuery('table_name', tableName);
    gr.addQuery('table_sys_id', recordSysId);
    gr.query();

    while (gr.next()) {
        attachments.push({
            sys_id: gr.getUniqueValue(),
            file_name: gr.getValue('file_name'),
            content_type: gr.getValue('content_type'),
            size_bytes: gr.getValue('size_bytes'),
            created_on: gr.getValue('sys_created_on'),
            created_by: gr.sys_created_by.getDisplayValue()
        });
    }

    return attachments;
}

Copy Attachments

// Copy attachments between records (ES5 ONLY!)
function copyAttachments(sourceTable, sourceSysId, targetTable, targetSysId) {
    var attachment = new GlideSysAttachment();
    attachment.copy(sourceTable, sourceSysId, targetTable, targetSysId);
}

// Copy specific attachment
function copyOneAttachment(attachmentSysId, targetTable, targetSysId) {
    var source = new GlideRecord('sys_attachment');
    if (!source.get(attachmentSysId)) {
        return null;
    }

    var attachment = new GlideSysAttachment();
    var content = attachment.getBytes(attachmentSysId);

    return attachment.write(
        targetTable,
        targetSysId,
        source.getValue('file_name'),
        source.getValue('content_type'),
        content
    );
}

Document Templates (ES5)

Create Document Template

// Create document template (ES5 ONLY!)
var template = new GlideRecord('sys_report_template');
template.initialize();

template.setValue('name', 'Incident Summary Report');
template.setValue('table', 'incident');
template.setValue('description', 'Summary report for incident resolution');

// Template content with placeholders
template.setValue('template',
    '<html>\n' +
    '<head><title>Incident Summary</title></head>\n' +
    '<body>\n' +
    '<h1>Incident Summary Report</h1>\n' +
    '<h2>${number}</h2>\n' +
    '<p><strong>Description:</strong> ${short_description}</p>\n' +
    '<p><strong>Caller:</strong> ${caller_id.name}</p>\n' +
    '<p><strong>Priority:</strong> ${priority}</p>\n' +
    '<p><strong>State:</strong> ${state}</p>\n' +
    '<p><strong>Resolution:</strong> ${close_notes}</p>\n' +
    '<p><strong>Resolved By:</strong> ${resolved_by.name}</p>\n' +
    '<p><strong>Resolved On:</strong> ${resolved_at}</p>\n' +
    '</body>\n' +
    '</html>'
);

template.insert();

Generate Document from Template

// Generate document from template (ES5 ONLY!)
function generateDocumentFromTemplate(templateName, recordSysId) {
    // Get template
    var template = new GlideRecord('sys_report_template');
    if (!template.get('name', templateName)) {
        return null;
    }

    // Get record
    var tableName = template.getValue('table');
    var gr = new GlideRecord(tableName);
    if (!gr.get(recordSysId)) {
        return null;
    }

    // Process template
    var content = template.getValue('template');
    content = processTemplateVariables(content, gr);

    return content;
}

function processTemplateVariables(template, gr) {
    // Replace ${field} and ${field.property} patterns
    var pattern = /\$\{([^}]+)\}/g;
    var match;

    while ((match = pattern.exec(template)) !== null) {
        var fieldPath = match[1];
        var value = getFieldValue(gr, fieldPath);
        template = template.replace(match[0], value);
    }

    return template;
}

function getFieldValue(gr, fieldPath) {
    var parts = fieldPath.split('.');
    var value = gr;

    for (var i = 0; i < parts.length; i++) {
        if (!value) return '';

        if (i < parts.length - 1) {
            // Reference field - get referenced record
            value = value[parts[i]].getRefRecord();
        } else {
            // Final field
            if (value.isValidField && value.isValidField(parts[i])) {
                value = value[parts[i]].getDisplayValue() || value.getValue(parts[i]);
            } else {
                value = '';
            }
        }
    }

    return value || '';
}

PDF Generation (ES5)

Generate PDF

// Generate PDF from HTML (ES5 ONLY!)
function generatePDF(htmlContent, fileName) {
    try {
        var pdfCreator = new sn_pdfgeneratorutils.PDFGenerationAPI();
        var pdfBytes = pdfCreator.convertToPDF(htmlContent);

        // Return as base64
        return {
            success: true,
            content: GlideBase64.encode(pdfBytes),
            fileName: fileName || 'document.pdf'
        };
    } catch (e) {
        gs.error('PDF generation failed: ' + e.message);
        return {
            success: false,
            error: e.message
        };
    }
}

// Generate and attach PDF to record
function generateAndAttachPDF(templateName, recordSysId, fileName) {
    // Generate HTML from template
    var html = generateDocumentFromTemplate(templateName, recordSysId);
    if (!html) {
        return { success: false, error: 'Template generation failed' };
    }

    // Convert to PDF
    var pdf = generatePDF(html, fileName);
    if (!pdf.success) {
        return pdf;
    }

    // Get table name from template
    var template = new GlideRecord('sys_report_template');
    template.get('name', templateName);
    var tableName = template.getValue('table');

    // Attach PDF
    var attachmentSysId = attachFile(
        tableName,
        recordSysId,
        fileName,
        'application/pdf',
        pdf.content
    );

    return {
        success: true,
        attachment_sys_id: attachmentSysId
    };
}

Document Workflow (ES5)

Document Approval

// Create document for approval (ES5 ONLY!)
function submitDocumentForApproval(documentSysId, approvers) {
    var doc = new GlideRecord('dms_document');
    if (!doc.get(documentSysId)) {
        return { success: false, message: 'Document not found' };
    }

    // Update state
    doc.setValue('state', 'pending_approval');
    doc.update();

    // Create approval records
    for (var i = 0; i < approvers.length; i++) {
        var approval = new GlideRecord('sysapproval_approver');
        approval.initialize();
        approval.setValue('sysapproval', documentSysId);
        approval.setValue('approver', approvers[i]);
        approval.setValue('state', 'requested');
        approval.insert();
    }

    // Notify approvers
    gs.eventQueue('document.approval.requested', doc, approvers.join(','), '');

    return { success: true };
}

Version Control

// Create new document version (ES5 ONLY!)
function createDocumentVersion(documentSysId, newContent, changeNotes) {
    var doc = new GlideRecord('dms_document');
    if (!doc.get(documentSysId)) {
        return null;
    }

    // Get current version
    var currentVersion = parseInt(doc.getValue('version'), 10) || 1;
    var newVersion = currentVersion + 1;

    // Archive current version
    var archive = new GlideRecord('dms_document_version');
    archive.initialize();
    archive.setValue('document', documentSysId);
    archive.setValue('version', currentVersion);
    archive.setValue('content', doc.getValue('content'));
    archive.setValue('created_by', gs.getUserID());
    archive.insert();

    // Update document with new version
    doc.setValue('version', newVersion);
    doc.setValue('content', newContent);
    doc.work_notes = 'Version ' + newVersion + ': ' + changeNotes;
    doc.update();

    return {
        document_sys_id: documentSysId,
        version: newVersion
    };
}

// Get document version history
function getDocumentVersions(documentSysId) {
    var versions = [];

    var version = new GlideRecord('dms_document_version');
    version.addQuery('document', documentSysId);
    version.orderByDesc('version');
    version.query();

    while (version.next()) {
        versions.push({
            version: version.getValue('version'),
            created_on: version.getValue('sys_created_on'),
            created_by: version.sys_created_by.getDisplayValue()
        });
    }

    return versions;
}

Attachment Security (ES5)

Check Attachment Access

// Check if user can access attachment (ES5 ONLY!)
function canAccessAttachment(attachmentSysId) {
    var attachment = new GlideRecord('sys_attachment');
    if (!attachment.get(attachmentSysId)) {
        return false;
    }

    // Check access to parent record
    var parentTable = attachment.getValue('table_name');
    var parentSysId = attachment.getValue('table_sys_id');

    var parent = new GlideRecord(parentTable);
    return parent.get(parentSysId);  // Returns false if no read access
}

MCP Tool Integration

Available Tools

ToolPurpose
snow_query_tableQuery attachments
snow_execute_script_with_outputTest document scripts
snow_find_artifactFind templates

Example Workflow

// 1. Get record attachments
await snow_query_table({
    table: 'sys_attachment',
    query: 'table_name=incident^table_sys_id=inc_sys_id',
    fields: 'file_name,content_type,size_bytes,sys_created_on'
});

// 2. Generate document
await snow_execute_script_with_output({
    script: `
        var html = generateDocumentFromTemplate('Incident Summary', 'inc_sys_id');
        gs.info('Generated: ' + (html ? 'success' : 'failed'));
    `
});

// 3. Find document templates
await snow_query_table({
    table: 'sys_report_template',
    query: 'table=incident',
    fields: 'name,description,table'
});

Best Practices

  1. File Types - Restrict allowed types
  2. Size Limits - Set max file sizes
  3. Virus Scanning - Scan uploads
  4. Access Control - Inherit from parent
  5. Version Control - Track changes
  6. Cleanup - Remove orphaned files
  7. Templates - Use for consistency
  8. ES5 Only - No modern JavaScript syntax

Score

Total Score

75/100

Based on repository quality metrics

✓SKILL.md

SKILL.mdファイルが含まれている

+20
✓LICENSE

ライセンスが設定されている

+10
✓説明文

100文字以上の説明がある

+10
○人気

GitHub Stars 100以上

0/15
✓最近の活動

1ヶ月以内に更新

+10
○フォーク

10回以上フォークされている

0/5
✓Issue管理

オープンIssueが50未満

+5
✓言語

プログラミング言語が設定されている

+5
✓タグ

1つ以上のタグが設定されている

+5

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