Trouble Creating PAR Filter for Custom Date Field in UI Builder (New Developer – Any Advice Apprecia

[JasonR951510633]

Hi everyone,

I'm fairly new to ServiceNow development and development in general, so I really appreciate any help or guidance you can offer.

I'm working in UI Builder and trying to create a PAR filter for survey completion dates. I already have two working PAR filters — one for Company and one for Project — both using the asmt_metric_result table and filtering through relationships like Metric Result.Instance.Project Record.Assigned Company.

Now I’m trying to add a third PAR filter for dates. Each asmt_metric_result record represents a survey question, and one of those questions asks the user to select a date from a calendar. That date is stored as a string in the string_value field in the format yyyy-mm-dd.

To make filtering easier, I created a new custom field called completion_date on the asmt_metric_result table that stores the date in a proper Date format. I also created a Business Rule that populates completion_date by converting the string_value when the record is created or updated.

Here’s the issue:
When I try to configure the PAR filter in UI Builder:

• I set the Filter Source Table to something like sys_calendar or even asmt_metric_result.
• But under "Data to filter", the completion_date field does not show up in the dropdown.
• I suspect this might be because the completion_date field was created in a private scope, but I’m not sure if that affects visibility in UI Builder.

I’ve tried different tables and configurations, but I can’t seem to get the date field to appear as a filterable option. I’m wondering if anyone has run into this before or has suggestions on how to approach filtering by a custom date field in UI Builder.

Thank you so much in advance for any advice or recommendations — I’m very grateful for the help!

[JasonR951510633 · Accepted solution]

Nevermind was able to solve through creating a new table to hold the date field, then on the assessment_instance table created a new field as a reference field, then a business rule to link both. Now I am able to use with the parFilter and connect table source of my new table to data to filter metric_result.instance.project_completion_date and will now update the data visualizations when a selection is made.