Related list based on Account

[TanayaGavande]

Hi All,

I have a requirement on the Incident form related list, i.e. the list of incidents with their parent as the form incident. I only have the Edit UI action present on the list, and I want to add filter based on the Account of the main incident, i.e. If the Account of the parent incident is XYZ company, I want the list to show incidents of the XYZ company only, when I click 'Edit' on the related list.

I tried adding filter on the list control, but I don't know how to make it dynamic according to the form. Any help is appreciated.

Thanks.

[Shivam_Kumar]

Hello @TanayaGavande , you can add query to the edit UI action itself. Parsing "uri" variable you will get the sys_id of the incident record and you can add script on UI action to get company of the current incident and add query for company in "uri.set('sysparm_query', '');". This sysparm_query is responsible for the filter on the list opening after clicking edit button.

Please accept my solution if it works for you and thumps up to mark it as helpful.
Thank you!!

[TanayaGavande]

Thanks for your reply @Shivam_Kumar and @Satishkumar B ! This works, but not for the reference field. The company is a Reference field. When I log current.sys_id, I get the incident sys id as expected, but if i dot walk to current.company.sys_id, the result shows null, so the filter does not work. I also tried with GlideRecord on the Incident table to get the current's account, but it shows null still.

Here's my script:

Am I doing anything wrong?

Also, is there any way we can hide this filter?

[Shivam_Kumar]

Hello @TanayaGavande  -  Using "current.sys_id" you will not get current incident sysID. you can add the below code to get incident sysId and use this sys_id to get account.

var uri = action.getGlideURI();

var path = uri.getFileFromPath();

// Get the parameter value

var url = uri.toString();

var urlParams = url.split('&');

var incidentsysId;

for (var i = 0; i < urlParams.length; i++) {

    var param = urlParams[i];

    if (param.startsWith('sysparm_collectionID=')) {

        incidentsysId = param.split('=')[1];

        break;

    }

}

gs.addInfoMessage("INCIDENT sysId: "+incidentsysId);

uri.set('sysparm_m2m_ref', current.getTableName());

uri.set('sysparm_collection_related_file', current.getTableName());

uri.set('sysparm_form_type', 'o2m');

uri.set('sysparm_stack', 'no');

uri.set('sysparm_query', 'active=true');

action.setRedirectURL(uri.toString('sys_m2m_template.do'));

Please accept my solution if it works for you and thumps up to mark it as helpful.
Thank you!!

[TanayaGavande]

Thanks for your reply @Shivam_Kumar , however, I have no problem getting the current incident's sys id. What I need is the sys id of the Company field of the incident, as I want to add the filter based on incident company, i.e. 

uri.set('sysparm_query', 'company='+{incident.company.sys_id});

This is just a sample but I want something like this.

I tried dot-walking and also Glide Query, and even when I have the Incident sys id, I get the Company's sys id as null in the logs. 

Is there any way to do this?

Thanks