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04-28-2024 08:36 AM
I am attempting to implement several different rules for Data Filtration.
1) I have two rules that handle the category of the records in question. I have already set up role based rules to handle each category so that's fine.
2) I am trying to put in an exclusion where if the person doesn't have the roles in question, if they are marked as an assignee to the ticket, they should also get access.
Already I tried to put in a data filtration based on the category which is set up so only the person can see it, and also set up a second data filtration entry based on the category and the assignee, but not set up with a role filter. While the first filtration rule works, the second one does not.
Does anyone have an approach to handle this particular scenario?
Solved! Go to Solution.
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04-30-2024 10:39 PM
Okay, I have done something similar in my PDI and was able to get it working.
Below is my configuration, try comparing it to yours and see if you can get it working.
Data filtration record (note the condition appears as if it's caller is system admin but in fact, it's caller_id!=javascript:gs.getUserID()^category=network:
Subject criteria record:
Role filter criteria record:
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04-28-2024 01:28 PM
Hi @tahnalos,
Do you mind sharing some screenshots of the configurations?
Also, try deactivating the first filtration rule and see if the second rule works.
If it still doesn't work, it could just be some misconfiguration.
Cheers
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04-30-2024 01:37 PM
Hi James.
You had previously helped me out regarding this so appreciate you helping me out here.
I can't provide screenshots to the environment as I do not have clearance to divulge this information. However, I can tell you how these rules are set up.
1) Rule #1 has the data condition in which the ticket.categorization = "Category A". Subject Criteria has been set up in which the role "CategoryA_Role" is a Criteria Input, and the Criteria Condition has it such that the Criteria Input is true.
2) Rule #2 is set up so that the data condition has it that the Opened By (Dynamic) is the person who opened the ticket. There are no Subject Criteria for this rule.
Thanks for your help.
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04-30-2024 03:21 PM
Hi @tahnalos,
No worries, this wasn't as straightforward as I thought but I did find a workaround.
Refer to this helpful article on LinkedIn which explains how to use Caller is not dynamically me in the condition of a data filtration record -
https://www.linkedin.com/pulse/service-now-data-filtration-plugin-how-use-caller-me-ivan-betev/
To apply this to your Data Filtration:
- By using the script from the link above, modify the condition of your Rule 1, such that the condition is Category = Category A AND Opened By is NOT dynamically me
e.g. opened_by!=javascript:gs.getUserID()^category=category_a - Deactivate the Rule 2
Hope that works and I recommend considering all different scenarios and testing it thoroughly to ensure it's working as expected.
Cheers
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04-30-2024 10:31 PM
I attempted to do this, but this fails when I need to add the subject qualification in which a person has a specific role. Remember, my efforts are regarding whether a person is part of a role that can look into these tickets or their name is on the ticket itself.