Reference Qualifier for a related list

[John Prahn]

Hello, 

I am trying to use a reference qualifier on a related list. The related list is pointing to a custom table, joined together by many-to-many table. I am trying to limit the results on the related list by ensuring that we have the same company on our profile. I have tried using the information in this article: 

https://community.servicenow.com/community?id=community_question&sys_id=76200761db98dbc01dcaf3231f9619f4

However I have not been successful. The biggest question is which field on the custom table do I add the attribute. 

Any help is appreciated. Also if there is another way, I will look into that too. 

Thank you

[Kerry10]

Hi John,

It sounds like you may not need a reference qualifier. If you are just trying to add a filter to a related list, you can do that by defining a relationship. 

1. Go to system definition --> relationships --> new
2. Name it what you would like
3. applies to table = table of the form that the list should appear on
4. queries from table = your custom table that the list displays
5. in the query with section, add a filter as needed. for example:

   (function refineQuery(current, parent) {

        //add a query to the list using fields from the parent record with the format parent.field_name
        current.addQuery('company', parent.company);

   
   })(current, parent);

6. Save
7. return to the form > configure > related lists. You should now see this new relationship in the slush bucket.

Let me know if you have any questions or if I'm not understanding your requirements correctly.

[John Prahn]

Thank you Kerry. 

We have M2M table setup connecting the custom table to our cmdb_ci table. We have it set this way for a few reasons, mainly reporting. 

The goal is that while we are on the cmdb_ci table, we want the related list from our custom table to return results that only match our company. 

This is what I have so far regarding the relationship that you mentioned:  

[Kerry10]

Understood.  A couple of questions:

1) Is the 'company' field you're referring to the one on the cmdb_ci table?

2) Is the 'vendor' field you're referring to on the u_additions table, or the u_m2m_configurations table?

I believe you'll want to set the following:

Applies to table: cmdb_ci

Queries from table: whichever is the answer to question 2 above

Lastly, you'll want to edit the list configuration. But first let me know if this works for you and if you are able to add the related list.

[John Prahn]

The vendor field is on the u_additions table. I have tried setting it up to where the query applies to the cmdb_ci table and queries from the u_additons table. However the related list that's on the cmdb_ci table was created when we established the m2m relationship.