dynamic filter

gauri06
Tera Contributor

I want to create a dynamic filter that should filter to only show groups that the current logged in user is the manager of.

1 ACCEPTED SOLUTION

Mimi Edet
Tera Guru

Hi @gauri06,

Just to add to @Nishant8—if the resource_plan table has a reference to the group, you can filter it by:

  • Open the resource_plan list view.
  • Click the filter icon to open the filter criteria.
  • Add a new filter condition:
  • Select Show Related Fields from the dropdown.
  • Choose Group → Group Fields, then select Manager (this will now appear as Group.Manager).
  • Use the "is dynamic" operator in the filter condition, which will auto-populate "Me" as the value. 

This will filter the list to show only records where the logged-in user is the manager of the assigned group.

 

Regards,

Mimi Edet

LinkedIn: https://www.linkedin.com/in/edet-promise/

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View solution in original post

6 REPLIES 6

@gauri06 

you want this in left navigation module?

if yes then you can use module with fixed query

you will find many OOB modules which have something similar.

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

Regards,
Ankur
Certified Technical Architect  ||  9x ServiceNow MVP  ||  ServiceNow Community Leader

Mimi Edet
Tera Guru

Hi @gauri06,

Just to add to @Nishant8—if the resource_plan table has a reference to the group, you can filter it by:

  • Open the resource_plan list view.
  • Click the filter icon to open the filter criteria.
  • Add a new filter condition:
  • Select Show Related Fields from the dropdown.
  • Choose Group → Group Fields, then select Manager (this will now appear as Group.Manager).
  • Use the "is dynamic" operator in the filter condition, which will auto-populate "Me" as the value. 

This will filter the list to show only records where the logged-in user is the manager of the assigned group.

 

Regards,

Mimi Edet

LinkedIn: https://www.linkedin.com/in/edet-promise/

=========================================================
If my response proves useful, please indicate its helpfulness by selecting "Accept as Solution" and " Helpful."