Help with advanced reference qualifier

Abhijit Das7
Tera Expert

Hi All , 

 

I am new to reference qualifier. I have a task to set reference field look up in such a way that , it should sort look up according to whatever is populated in that reference field .

 

For example: 

1. I have one reference field on cases and it is populated with value New_tenant.

 

ft1.PNG

2. Now once I open look up it should display only those record which start with New, like this.

 

ft2.PNG

 

In order to achieve this I want to use Advanced reference qualifier of that field and set look up in such manner. Please help suggesting something.

 

cc: @Ankur Bawiskar @kamlesh kjmar 

 

Thanks in advance.

1 ACCEPTED SOLUTION

kamlesh kjmar
Mega Sage
Mega Sage

Hi @Abhijit Das7 ,

 

For your use-case, first you need to decide one logic for the filter condition. For an example in the above screen shot you want your filter to search for record that starts with New so for that logic becomes :

 

Split the selected value by under score symbol and then use the first split to search, but this logic won't work if there a name with no '_' symbol in it.

 

You can think of another logic where you can split the selected value by space and use the first split as a search word but this will not work for the names which are separated by '_'

 

One last logic you can come-up with is take a substring of the selected name, say select first 3 characters of the selected name and use it for filtering.  This you can consider. I am showing you how you can achieve your functionality with this logic:

 

1. I am taking an example of a custom field in incident table Device Incident which is referencing to incident table.

 

kamleshkjmar_0-1675319138839.png

Now in this I am putting the logic that if you select any incident in this and then if you click on the search icon of the field it will filter and show only those incidents whose Number starts with first seven character of the incident already choosen. In the above example it will show incidents whose number starts with INC0019

 

kamleshkjmar_1-1675319433869.png

 

Below is the logic I have used in my reference qualifier of Device Incident field

 

kamleshkjmar_2-1675319597877.png

javascript:current.getValue("u_device_incident") != "" ? "numberLIKE"+(current.getDisplayValue("u_device_incident")).substr(0,7):"numberISNOTEMPTY"

 

Change your filter logic as per your requirement, but process of doing this will remain the same.

 

I hope this helps.

 

If this solution helps you then please hit the Helpful button and if this solves your issue then hit Accept button as well.

 

Regards,

Kamlesh

View solution in original post

20 REPLIES 20

Hi @Sharif Nawaz 

 

"New" will not be constant . For example there is some other value like "field tennant" then in look up should show record starting from "field'.

 

Thanks 

Sharif Nawaz
Tera Contributor

Hi @Abhijit Das7 ,

 

You can simply type the keyword, it will show the record. Its an OOTB feature by ServiceNow in reference fields.

 

For Example : Display the group name starts with "App".

 

Screenshot 2023-02-01 at 3.59.57 PM.png

 

Also, if you want to display any keyword, that is in between, just search by adding an * 

 

For Example : Display the group name that contains "Manage".

 

Screenshot 2023-02-01 at 3.56.59 PM.png

 

Hope this answers your question, Please mark it as accepted solution, if it helps,

 

Regards,

Nawaz

Ankur Bawiskar
Tera Patron
Tera Patron

@Abhijit Das7 

you can use advanced ref qualifier and based on 1st ref value you can form your filter

can you share based on which field the value is to be filtered

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

Hi @Ankur Bawiskar 

 

The field name is CareAR Instruct Experience ("x_care3_carear_cus_carear_instruct_experience") and when I open look up of reference field then it should show only those records whose Experience Name start with first word of value populated in CareAR Instruct Experience.

 

For eg: 

1. If the CareAR Instruct Experience has value " Field Tanent" , then look up should show only those records starting with 'field'.

2. Similarly if CareAR Instruct Experience has value " Old Tennat " then look up should show only those records starting with 'Old'.

Basically it should work dynamically. Based on value it should show look up.

 

Thanks

 

@Abhijit Das7 

who decides the value Field Tenant or Old Tenant?

Your reference field is dependent on which other field's value?

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