📄 Document Generation - My Records Type Widget

Document Generation - My Records Type Widget

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Further updates and development of Strato Widgets is discontinued.

The My Records widget functions as an employee self-service (ESS) widget. You can easily generate the documents in this widget for yourself. Since this a My Records widget, that data that will be displayed in the documents will be yours.

Follow these steps to generate a document from a My Records widget:

  1. Select the My Records widget that you will use.



  2. Select and click a document. A Selection box will appear.



  3. Set a validity date range.



  4. Scroll down further and select a generation option. Note that this step is optional and may or may not be displayed depending on the settings of your widget.

    • Preview after generation will preview the document in a new tab. 
    • Save after generation will generate the document and save it to the profile of the user in SuccessFactors.
    • Email after generation will allow you to compose an email and send the document as an attachment in that email.



  5. Click Generate. When the document has been successfully generated, the widget should look like this.
    • View document - the document will appear in a new tab.
    • Download - this will download the document in a PDF file format.
    • Print - this will launch the print setup in your browser.


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If your My Records widget has the Send as Requests only box ticked, the Generate button will be replaced by the Request button.





These requests will be stored in the Generate for Requests Widget. To know how to generate these documents, read Document Generation - Generate for Requests Widget.