Unable to create Interactive filter on Task_sla, unable to do Dot-Walking 'L1 Unit' field.

[chanikya]

Hi All,
I want to filter the TASK SLA report data in Dashboard  record based on  CSM Task record 'L1 Unit ' field( dropdown)

PROBLEM:
While creating Interactive Filter Reference on 'Task_sla' , I'm not able to select "L1 Unit" field from Dot-walkin as Task.Task.L1 Unit . but same thing I am able to do in report , added as row.  if that is getting possible add 'L1 Unit' field in Task_SLA report then why not in 'Task_Sla' interactive filter.

Kindly help me on this issue , how can I fix this one, how to create Interactive Filter on TASK_SLA and do dot-walking 


CSM TASK Record :

Dashboard :


CREATED REPORT ON "TASK_SLA" table, showing data as per CSM TASK "L1 Unit".



Now I want to create interactive filter and populated data in Dashboard report which I selected in Interactive filters.




PROBLEM:
While creating Interactive Filter Reference on 'Task_sla' , I'm not able to select "L1 Unit" field from Dot-walkin as Task.Task.L1 Unit . but same thing I am able to do in report , added as row.  if that is getting possible add 'L1 Unit' field in Task_SLA report then why not in 'Task_Sla' interactive filter.

[lauri457 · Accepted solution]

You have misconfigured the interactive filter itself it seems.

Your field is a choice list? Just select Choice list for "filter based on". Then set table as [task_sla] and field as "task.ref_sn_customerservice_task.u_l1_unit". You'll need to do this with a bg script or something as the field won't have it in the tree ui

And for reference type interactive filters you would choose the reference table as in for Account on Case it would be [customer_account] for instance. Not the sys_choice records themselves as you would be then filtering based on sys_choice sysids which obviously won't work.

[chanikya]

Thanks a lot @lauri457 ,

var a = new GlideRecord("sys_ui_hp_publisher");
a.initialize();
a.setValue("type", "1"); //Choice List//
a.setValue("name", "L1 Unit2");
a.setValue("look_up_name", "L1 Unit2");
a.setValue("ui_control_type", "2");
a.setValue("allow_database_view_filter",true);
a.setValue("allow_extended_table",true);
a.setValue("source_table", "task_sla");
a.setValue("source_field", "task.ref_sn_customerservice_task.u_l1_unit");
a.setWorkflow(false);
a.insert();

using with above Background-script, I have created Interactive filter & it is perfectly working as expected. 




Dashboard :
Interactive filter : L1 Unit2-CSM TASK
Report : CSM Task SLA

in filter selected ACD- & data filtered in report for ACD

in filter selected ACD,GPR- & data filtered in report for ACD,GPR