Restrict related list records

Ram89
Kilo Contributor

Hi everyone,

I have to restrict CIs in the related list section of the incident form based on the caller, for example If I am the caller then I need to show CIs in the related list section which are just from my company.

Like if I am the caller and my company is TCS, then I should be able to see only TCS CIs when I try to add in the Affected CIs related list. Can somebody give me the script or way on how to achieve this.

Thanks,

Ramesh

6 REPLIES 6

Anurag Tripathi
Mega Patron
Mega Patron

Hi,

You can add a default filter ont he related list to show only the CIs needed

 

You can add the default filter of a related list by right clicking on one of the column headers / field names in the related list > Configure > List Control in the List Control form if the Edit default filter field is not present right click on the form header > Configure > Form Layout and add the Edit default filter field as a selected field.

 

-Anurag

-Anurag

Ram89
Kilo Contributor

Thanks for the quick response Anurag,

But how do I add the filter condition here. We are storing company name of the CI in the account column in the cmdb_ci table, so I am not sure of the filter condition.

 

Thanks,

Ramesh

Ankur Bawiskar
Tera Patron
Tera Patron

@Ram89 

check this link on how you can modify the filter; approach shared by me; enhance it

Change the condition for Affected CIs and Impacted Services/CIs Related Lists

Regards
Ankur

Regards,
Ankur
✨ Certified Technical Architect  ||  ✨ 9x ServiceNow MVP  ||  ✨ ServiceNow Community Leader

Ram89
Kilo Contributor

Thanks @Ankur Bawiskar  for the response,

So is the script exactly the same for the incident form too or do I need to make any changes here? Please let me know if there are any modifications that needs to be made to the script.

Waiting on your response.

Regards,

Ram