User Criteria Report with Drilldown

Sathwik1
Tera Expert

I need to create a report based on a table that includes two fields:

Name and User Criteria. When a user clicks on the User Criteria field, the report should drill down to the next level, displaying all the users and groups mapped to that criteria.

 

Could someone please assist with this requirement..

 

@Ankur Bawiskar  

18 REPLIES 18

@Dr Atul G- LNG  can you help how to do it?

Hi @Sathwik1 

 

Let me clarify:

  • In a list-type report, add the user criteria as the first field. This way, when a user clicks on a record, it will open in a new page where they can see the user/group mappings in the related lists.

    ⚠️ However, this approach requires clicking into each record individually to view the mappings.


Alternative option:

  • In the list view report, check the related list section of the custom table.
    Specifically, look for the User Criteria related list. If it's available there, you'll be able to view all the mappings in one place — without needing to open each record individually.

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Dr. Atul G. - Learn N Grow Together
ServiceNow Techno - Functional Trainer
LinkedIn: https://www.linkedin.com/in/dratulgrover
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@Dr Atul G- LNG 

1. I already tried adding at first place.. it didn't helped..

2. User criteria is not in realted list.. that;s the problem here.

 

Hi @Sathwik1 

 

Then there’s no way, because if the user criteria is not a reference, you cannot see the related record for the same.

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If my response proves useful, please indicate its helpfulness by selecting " Accept as Solution" and " Helpful." This action benefits both the community and me.

Regards
Dr. Atul G. - Learn N Grow Together
ServiceNow Techno - Functional Trainer
LinkedIn: https://www.linkedin.com/in/dratulgrover
YouTube: https://www.youtube.com/@LearnNGrowTogetherwithAtulG
Topmate: https://topmate.io/atul_grover_lng [ Connect for 1-1 Session]

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Hi @Sathwik1 

 

Did you check my response.

*************************************************************************************************************
If my response proves useful, please indicate its helpfulness by selecting " Accept as Solution" and " Helpful." This action benefits both the community and me.

Regards
Dr. Atul G. - Learn N Grow Together
ServiceNow Techno - Functional Trainer
LinkedIn: https://www.linkedin.com/in/dratulgrover
YouTube: https://www.youtube.com/@LearnNGrowTogetherwithAtulG
Topmate: https://topmate.io/atul_grover_lng [ Connect for 1-1 Session]

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