Interactive Filter frustration

[matthew_magee1]

Hi all,

In London, we are trying to create an interactive filter for a home page with various reports.

Here is breakdown of the filter and reports we are trying to filter based on the filter on top of the homepage.

The problem I'm running into is the Interactive Filter References. For example, I'm creating a new Interactive Filter Reference:

Reference table: cost_plan

Reference field: Project/Demand

Error: Reference field 'task' is not of type 'pm_project'

I think I'm getting this error because the Project/Demand field on the cost_plan record points to the task table, and not the pm_project table...I think.

Any recommendations?

[sachin_namjoshi]

Configure below interactive filter to show stakeholders associated with project

Regards,

Sachin

[matthew_magee1]

Ah, so I'd have to create 2 different interactive filters-got it. Thanks again!

[sachin_namjoshi]

If i answered your question, feel free to mark my answer as correct if you feel so.

Regards,

Sachin

[matthew_magee1]

In case any needs this info for a future reference, here is what I ended up doing.

First, I had to decide what the common table was between all the report tables on the homepage:

• Project Stakeholders (pm_m2m_project_stakeholder)
• Project (pm_project)
• Expense Line (fm_expense_line)
• Cost Plan (cost_plan)

The common delineator between all these tables is the task table.

So my interactive filter looked like this:

• Lookup name: Project
• Description: blah blahblah
• UI control type: Select Single Input
• Reference table: task
• Filter: Task type == Project
• No default value selected

I've got 4 interactive filters, one for each report type:

Reference table	Reference field
pm_m2m_project_stakeholder	project
pm_project	sys_id
fm_expense_line	task
cost_plan	task

 Expense line and cost plan were easy because the task table was available as a reference choice.

The project stakeholder and project reference were trickier. I had to use the instructions on this post to trick the reference to look at its own table: https://community.servicenow.com/community?id=community_question&sys_id=90fc0369db9cdbc01dcaf3231f96...

Basically an interactive filter that is based on the task table, cannot filter on the task table (so it can't look at itself). The extremely helpful article above shows you how to trick SN into doing this.

Hope this helps others