UI Macro to Show Related Tasks (INC, CHG, PRB, RITM, ETC...)

[Joshua Cassity]

We've had an ask to add a UI Macro button to the caller field on Incident to show ALL the task related items to this particular individual versus just Incidents. We were going to just add a related list but they want to see this listing BEFORE they save the record.

Example below:

I've looked at this macro but I am definitely not familiar with these things so it's not very clear as to what's happening here. Has anyone had experience creating a new UI Macro that would show a list of Incidents, Changes, Catalog Tasks, RITMs, etc.. for a particular user?

It seems kind of odd because on Incident the identifier is the 'Caller' field but on an RIITM it would be the 'Requested For' (same on Change) so it seems there would be a disparity in how that data got populated in one list.

Any ideas would be greatly appreciated.

[Cheyenne1 · Accepted solution]

Hey Josh, 

You can make a new UI Macro (Insert and Stay the user_show_incidents + rename + change some of the code) instead of using incident_list use task_list

   w.setPreference('table', 'task_list');

You should also set a filter, so you're not pulling all tasks ever for that person ( I'm assuming Performance could be impacted)

tested in my env and its working 


  

[Joshua Cassity]

Where does one set the filter? I have zero experience with these macros.

[Joshua Cassity]

Thanks. I figured it out eventually. I didn't see that I could manually change the query. The only issue is that for task there's no real easy way to filter all these by a person so I'll likely do a button for each task type they are looking for. Thanks again.

[Gabriel Salt]

Hello,

I have just created a UI macro to show related RITMs but unfortunately it show all the items not just the related ones. Also added related incidents button to RITM page but this also show all incidents but this works well on incident page.
Could you help how could I add filters?

ref_contributions=user_show_incidents;user_show_related_ritms

Thanks
Gab