How to group VTB cards by swim lane in a report?

Michael Gruber
Tera Contributor

Monday

Hi

 

Not sure if this is the right forum, but couldn't find one about reporting.

 

I want to create a list report that groups visual task board cards, by swim lane.

 

I tried to a list report using the vtb_card table as the data source, but when I try to group by "swim lane" I get zero results (without grouping it shows the cards I want to report on).

Maybe I need to use a different table(?) i.e. Tasks? 

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Srikanth_9
Tera Expert

Monday

Hi @Michael Gruber,

 

In ServiceNow, Visual Task Board (VTB) the fields are used to define the swim lanes. This will visually separate the records by grouping.

 

A Swim Lane = a Field Value.

 

For example - Incidents by Assigned to and Assignment group.

 

Navigate to Self-Service > Visual Task Boards > New

Select Data Driven Board 

Select Table - Incident > Vertical Lane Field - Assigned To > Swim Lane Field - Assignment Group

Add the Filter Conditions if needed - Active > is > True - Create.

 

 

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If the provided solution is working, please Accept as Solution and hit the Helpful. 
 
Thanks & Regards,
Srikanth Akula.
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Srikanth_9
Tera Expert

Monday

 

Hi @Michael Gruber,

 

We can't use different tables because according to the VTB rules:

1. One Base Table only.

2. Can Include Child Tables.

3. Swim Lanes must be from a Common Field.

 

Example:

Task + Incident + Change Task -> Possible.

Task + CMDB CI -> Not Possible.

 

If Tables are Unrelated, Go with:

1. Use Multiple Reports

2. Performance Analytics

 

If the provided solution is working, please Accept as Solution and hit the Helpful. 
 
Thanks & Regards,
Srikanth Akula.

 

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