How to drilldown in list view filter

MThomas1
Tera Expert

I have a report to target the OPEN REQ with RITM and SCTASKS in CLOSED state.
We call these REQ "Orphans" , this is due to a customization issue.
We are planning to do a clean up to update the REQ state = CLOSED COMPLETE in bulk.
So, the purpose of the report is to target the Orphaned REQs.
Report Filter :
SC_Task Table -> All>State = Closed Complete>Request item Stage = Completed .or. Request item State = Closed Complete>Request Request state = Approved>Request Opened <= 01/31/2021 12:00:00 AM

we are trying to locate the REQ in SC_TASK table List view with the above filter. But Drilldown is not available.

Question : How to implement the same filter in the SC_TASK List view for changing the state in bulk in List view?
Sc_Task task table drilldown to RITM or REQ is not available in List view. ( like we did in the Report)

 

Thank you.

1 ACCEPTED SOLUTION

Renat Akhmedov
Tera Guru

Hi @MThomas1 ,

For the report itself, you can use a database view,

You can’t directly "drill down" from the report into the sc_task list view because the report aggregation doesn’t preserve that level of navigation.

However, you can reproduce the same filter logic manually in the SC Task [sc_task] list view:

Go to All - Service Catalog - Tasks (table = sc_task).

Click the filter icon and build the same conditions used in your report, for example:

State is Closed Complete
AND (Request Item.Stage is Completed OR Request Item.State is Closed Complete)
AND Request.Request State is Approved
AND Request.Opened on or before 2021-01-31 00:00:00


Run the filter — this will show the same tasks as you want.

From here, you can open the related Request [sc_request] records (via the Request reference field) and update their state in bulk using:

List Edit (if allowed), or

List - Update Selected action, or

A one-time fix script/background script if bulk editing is restricted.


If the "Request" or "Request Item" reference columns are not visible in your list, use the Personalize - List Layout option to add them - that will make it easier to navigate and validate related records.


I hope it helps you,


Best regards,
Renat Akhmedov

View solution in original post

1 REPLY 1

Renat Akhmedov
Tera Guru

Hi @MThomas1 ,

For the report itself, you can use a database view,

You can’t directly "drill down" from the report into the sc_task list view because the report aggregation doesn’t preserve that level of navigation.

However, you can reproduce the same filter logic manually in the SC Task [sc_task] list view:

Go to All - Service Catalog - Tasks (table = sc_task).

Click the filter icon and build the same conditions used in your report, for example:

State is Closed Complete
AND (Request Item.Stage is Completed OR Request Item.State is Closed Complete)
AND Request.Request State is Approved
AND Request.Opened on or before 2021-01-31 00:00:00


Run the filter — this will show the same tasks as you want.

From here, you can open the related Request [sc_request] records (via the Request reference field) and update their state in bulk using:

List Edit (if allowed), or

List - Update Selected action, or

A one-time fix script/background script if bulk editing is restricted.


If the "Request" or "Request Item" reference columns are not visible in your list, use the Personalize - List Layout option to add them - that will make it easier to navigate and validate related records.


I hope it helps you,


Best regards,
Renat Akhmedov