Service Catalog: How to create a filtered field on a RITM form

[Shawn Horley]

Greetings Folks

I am building out a service Catalog and one of the catalog items I am crafting is a User Access Request form.

Unlike other fields which have been relatively simple I have to create one that requires filtering from our CMDB, and I'm not sure how to do that.

We only want the users to have options form specific CI classes.

Can anyone advise how best to achieve that for a form field?

Cheers

A.

[Mark Stanger]

I assume you'll be using a reference field for this then?  The best way to do this is to use a reference qualifier for that variable.  I generally go to the table I'm wanting to filter first and set up a list that's filtered down to the items I want to show.  Then I can just right-click the breadcrumb and select 'Copy query'.  That gives me the ref qual that I need on my variable form.  Let me know if you need help with the specific query or setup and I'd be happy to work with you on it.

[Shawn Horley]

Hi Mark!

Thanks for the feedback!

So the tables I am looking to have in the reference come from two places in the Class Hierarchy.

There are three subclasses of Software that I need to pull from:

As well as a subclass of the Application class:

The entire contents of these subclasses will need to be available as choices, so I guess what I am looking for is how to reference all three of those sub classes.

Which table would I choose to filter through for these? and can I reference sub-classes from different parts of the Hierarchy?

Cheers

A.

[Shawn Horley]

Ok so I can copy queries from the different tables as you said (set a simple filter to get a 'copy query' option) and then, should I add them as filter conditions to Simple ref qualifiers? or should I be doing it as Advanced or Dynamic?

[Mark Stanger · Accepted solution]

You could do that with an 'Advanced' ref qual.  In thinking about this further, this is probably done even easier with a 'Simple' ref qual for your variable.  Here's a screenshot of how you could do this...