How to filter the active = true in reference field

[littlelingling0]

Dear Sir,

I had create a 'Contract' table. When I open the reference field (click the search button), it will show all the information in the table. Can I use some scripting or other method to limit the information of the table, such as only active = true, expire date > today.

I tried to setup a filter like above picture, but I hope the filter is already used when I opened. No need to click the 'Contract is true' for every time.

Thanks.

Best regards,

Ling

[benc]

Hi there,

You can do this using a Reference Qualifier: Configure reference qualifiers. A reference qualifier allows you to specify filter conditions that will limit the related records you can put in the reference field to those that meet the condition you specify. If you just want to filter on simple field values (like the ones you specify, active=true, date > today, etc), a Simple reference qualifier will probably work just fine.

[Madhu27]

System administrators can configure reference qualifiers through the system dictionary.

1. Navigate to the reference field on the form you want to edit.
2. Right-click the form label and select Configure Dictionary.The Dictionary Entry form opens.
3. To change views, select Default view or Advanced view under Related Links.
4. Specify the table
5. select the type of qualifier in the Use reference qualifier

    6. Configure the qualifier: Build the condition that you want to filter

    7. Update

[amlanpal · Accepted solution]

Hi Sin,

It's easy to configure. You need to go to the dictionary of the Field by right clicking on it and under 'Reference Specification' tab set the Filer condition there. Please find the screenshots below:

I hope this helps.Please mark correct/helpful based on impact

[Karthik Reddy T]

Hello Ling,

Use   reference qualifier for this scenario.

Hope this below links may helpful to you.

http://wiki.servicenow.com/index.php?title=Reference_Qualifiers#gsc.tab=0

Reference qualifiers

Dynamic reference qualifier example https://docs.servicenow.com/bundle/istanbul-servicenow-platform/page/script/server-scripting/concept...

Reference Qualifiers - Adding Multiple Conditions