How to create a dashboard for a specific record?

Felipe365 · 3 weeks ago

Hi all,

I'm trying to create a dashboard that displays information about a specific record. I want to be able to choose the record and the indicators display information about some fields and some information regarding the related lists.

For example, I want to be able to select a specific incident and have the dashboard show the incident's state, number affected CI's and the state of the related change if applicable.

I am unsure if ServiceNow allows this kind of dashboard to be created but any help would be appreciated.

Pau Besalu · 3 weeks ago

You could do the following:

1. Create a dashboard

2. Use Interactive Filters for choosing the record

3. Create reports and add them inside the dashboard.

If you want to check number of affected CI's, you would do an Interactive filter on table "task" or "change_request" and then create a report on table "task_ci", which has fields "ci_item" and "task". Since "task" is a reference field to the "task" table, it will be filtered with your interactive filter.

View solution in original post

Pau Besalu · 3 weeks ago

You could do the following:

1. Create a dashboard

2. Use Interactive Filters for choosing the record

3. Create reports and add them inside the dashboard.

If you want to check number of affected CI's, you would do an Interactive filter on table "task" or "change_request" and then create a report on table "task_ci", which has fields "ci_item" and "task". Since "task" is a reference field to the "task" table, it will be filtered with your interactive filter.