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03-28-2025 08:33 AM
Xanadu Patch 6
Setting up a new Resource Card, you can filter by Resource or Work Type. If we select Work Type, there are options to filter by Project then Project fields. The list of Project fields only includes standard OOB fields. We added several custom fields to Project. How can we add these fields to the list of available fields for filtering when setting up a new resource card?
Thank you
Solved! Go to Solution.
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04-15-2025 08:30 AM
A clarification/correction...
The issue is that the custom fields they wanted to include in the resource card filter were added to the the task table not the pm_project table as I initially stated. Per Support, custom fields added to the pm_project table or the planned_task table ARE available as selections when setting up a resource card filter. When we added a custom field to the pm_project table, we were able to select it when setting up a resource card via work type --> Project -->
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03-28-2025 09:18 AM
Then it should show here as well, are you doing a filter on child table?
If my response proves useful, please indicate its helpfulness by selecting " Accept as Solution" and " Helpful." This action benefits both the community and me.
Regards
Dr. Atul G. - Learn N Grow Together
ServiceNow Techno - Functional Trainer
LinkedIn: https://www.linkedin.com/in/dratulgrover
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03-28-2025 09:28 AM
Sorry, I'm not following.
The custom fields were added to the pm_project table. We try to add a new condition when creating a resource card selecting work type then Project --> project fields, our custom fields are not available in the list of fields. However, if we go to Project Workspace and click on the filter, our custom fields are available in that list of fields. The issue seems to be specific to Resource Management Workspace.
Thank you
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03-28-2025 09:30 AM
Hi @mah1
A wild and loud thought, try to repair the Resource management plugin once and if still an issue, log a now support case.
[ pm_project is this a parent table where field added or child?]
If my response proves useful, please indicate its helpfulness by selecting " Accept as Solution" and " Helpful." This action benefits both the community and me.
Regards
Dr. Atul G. - Learn N Grow Together
ServiceNow Techno - Functional Trainer
LinkedIn: https://www.linkedin.com/in/dratulgrover
YouTube: https://www.youtube.com/@LearnNGrowTogetherwithAtulG
Topmate: https://topmate.io/atul_grover_lng [ Connect for 1-1 Session]
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03-28-2025 09:42 AM
Repairing the Resource Management Plugin had no effect.
Thank you
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03-28-2025 09:43 AM
Log a case mate, no choice.
If my response proves useful, please indicate its helpfulness by selecting " Accept as Solution" and " Helpful." This action benefits both the community and me.
Regards
Dr. Atul G. - Learn N Grow Together
ServiceNow Techno - Functional Trainer
LinkedIn: https://www.linkedin.com/in/dratulgrover
YouTube: https://www.youtube.com/@LearnNGrowTogetherwithAtulG
Topmate: https://topmate.io/atul_grover_lng [ Connect for 1-1 Session]
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