How to set custom filter in lookup window

[guru_elearn]

Hi,

By default, lookup window shows all information without any filter. I have a requirement to set "Custom" filter in this lookup window. The lookup list would be displayed those are associated with the user role if he/she is as project manager or demand manager. Can any one please help in this?

thanks

Guru

[conmic]

Hello,

do you mean by "lookup" the magnifier behind a reference field?

This can be changed for each field, by modifying its "reference qualifier" in the sys_dictionary.

NOTE: depending on the situation it's suggested to add a new dictionary override for the desired field. Changes to the dictionary entry of the field are also inherited by tables extending the current one.

[guru_elearn]

Hi Michel Conter,

Thanks for your response. I mean by "lookup" is the popup window by clicking on the "lens" image button.

[conmic]

Well then there is the answer, the one I provided above: Look into Reference Qualifiers.

[Inactive_Us1474]

Simple answer : Reference qualifier.

Select simple and mention filter as Roles is project_manager/demand_manager. OR

Now, select advance as type and mention script as :

javascript:gs.hasRole('project_manager');

Reference Qualifiers - ServiceNow Wiki

Thanks

Akhil

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