Interactive filter - Filtering total incidents by company name in core_company table

[HasarinFareeth]

Hi - I wanted to create an interactive filter where I can filter the total number of incident created and closed by each supplier. The supplier data is available in company table (core_company) and I know I need to create a reference type filter which is not working for me. Can anyone guide me how to achieve this, please? 

[Community Alums]

hi @HasarinFareeth ,

Step 1: Add Supplier info to Incident

First, make sure each incident record has a reference field (like u_supplier) pointing to the core_company table.
If not, you’ll need to add this field so you can group/filter incidents by supplier.

Step 2: Create the Interactive Filter

1. Go to Performance Analytics > Interactive Filters.

2. Click New.

3. Give it a name, e.g., Supplier Filter.

4. Set Table to core_company (supplier table).

5. In Filter Conditions, you can leave it blank (to show all suppliers) or filter by active suppliers.

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Step 3: Add Filter Conditions

• Add a Reference filter condition on the incident table:

  • Target Table: incident

  • Field: u_supplier (the supplier field you added)

• This way, when you pick a supplier, it filters incidents where u_supplier matches.

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Step 4: Use in Dashboard / Widgets

• Create a new dashboard or open an existing one.

• Add widgets that count:

  • Number of incidents created → use condition active=true or no condition.

  • Number of incidents closed → use condition state=Closed or similar.

• On each widget, configure it to listen to your interactive filter on the u_supplier field.

[HasarinFareeth]

Thanks @Community Alums .

We do not have the direct relationship between incident and company table. We will have to use direct relationship through user table. i.e., assigned to -> User -> Company. I also cannot create a new reference field in incident table now due to organization policy and the impact it could create. Is there any way to use the indirect relationship, please?

Thanks

Fareeth

[Mark Manders]

You need to reference to the field on the Incident form where that supplier is set. That could be a 'supplier' field or the 'company' field, but that's the field you need to reference to.

If that isn't clear, please let us know what you already tried and what didn't work.

[HasarinFareeth]

Thanks Mark. We do have Company field in Incident table to reference but it is not being used and is blank, so there is not other field that has a direct relationship between incident and company. I hope it has to go through assigned to -> User -> Company. 

Thanks

Fareeth