Filtering work notes to only show specific users

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‎02-14-2022 11:37 AM
Good Afternoon Everybody,
I have a request in our instance that I can not find a solution for.
The user wishes to hide work notes in a project that didn't come from the project manager. In short, our platform uses a parent/child structure in projects and when a work note is added to the child project it gets pushed to the parent but the PM wants to print out notes only they entered.
Any idea's on how I might be able to hack around this?

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‎02-14-2022 11:41 AM
Hi Steve,
I believe for, 'when a work note is added to the child project it gets pushed to the parent but the PM wants to print out notes only they entered.' you would use a business rule that performs the copy action.
If so, locate the business rule & do a check for the user entering the comments. Since, its PM I guess you will have project_manager or some other role that would help differentiate. Process the business rule by checking for logged in users role & allow/disallow copy of comments.

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‎02-14-2022 11:46 AM
Thank you for the reply.
In our environment, we don't wish to restrict anybody from entering a comment and having it pushed to the parent project they just want a way to filter it out when viewing the parent project.

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‎02-14-2022 11:49 AM
In that case, you can apply ACL of type read on sys_journal_field table to check for the created by of comments & restrict accordingly.

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‎02-14-2022 11:56 AM
I was afraid of that because ACLs can only resolve to true or false so if I restrict the comments and work notes using an ACL it's going to be absolute and not conditional on when they want to hide them.
Thanks for the follow-up. This might just be a situation where ServiceNow just can't meet the requirement.