Restrict related list records
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‎02-16-2022 03:28 AM
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
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‎02-16-2022 03:30 AM
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
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‎02-16-2022 03:44 AM
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
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‎02-16-2022 04:09 AM
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
Ankur
✨ Certified Technical Architect || ✨ 9x ServiceNow MVP || ✨ ServiceNow Community Leader
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‎02-16-2022 04:30 AM
Thanks
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