Document ID Field filter

[anu_jayanthi]

Is there a way to apply filters to the records displayed from source table on a document id field?

[anu_jayanthi]

Document Id field I have is not a reference field, It is of type Document Id and is dependent on another field which has the table name. So reference qual will not work for my case. Thats why I am asking about the feasibility of filtering the records from dependent/ source table. 

Regarding workspace it is a custom workspace which built on top on CSM/FSM workspace.

[MackI]

hi @anu_jayanthi 

Yes, filtering records from a dependent/source table for a document_id field in ServiceNow is feasible and possible in the Washington D.C. release, as well as in earlier versions. The approach I outlined in my previous response is applicable to Washington D.C. or later 

Here's a recap of why it's feasible and the key techniques involved:

Feasibility

document_id Field Mechanics: The document_id field type, even though it's not a standard reference field, is designed to work with data from multiple tables. Its dependency on a "Table Name" field provides the mechanism for determining the source table.

Client-Side Scripting Power: ServiceNow's client-side scripting capabilities (Client Scripts, UI Policies, and potentially UI Actions in your custom workspace) give you the flexibility to manipulate form fields, including their options and behavior, dynamically.I don't know the level of customization your talking about but in moderate to intermediate customization UI policy will work.

Workspace API: Your custom workspace, built on the foundation of CSM/FSM, will have an API (even if it's not extensively documented) that allows you to interact with components and fields programmatically.

A small request from my end, If you like this opinion and your problem is resolved after reviewing and applying it. Please kindly mark this your best answer ‌(Accepted Solution) 🌠‌ OR  mark it  Helpful ‌⛑‌ if you think that you get some insight from this content relevant to your problem and help me to contribute more to this community

[Ankur Bawiskar]

@anu_jayanthi 

it's difficult to apply ref qualifier on document id field

If my response helped please mark it correct and close the thread so that it benefits future readers.