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

chanikya
Mega Sage

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 :

Screenshot 2026-02-23 at 00.56.26.png


Dashboard :
Screenshot 2026-02-23 at 01.08.31.png

CREATED REPORT ON "TASK_SLA" table, showing data as per CSM TASK "L1 Unit".
Screenshot 2026-02-23 at 00.57.43.png


Now I want to create interactive filter and populated data in Dashboard report which I selected in Interactive filters.
Screenshot 2026-02-23 at 00.58.53.png



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.

Screenshot 2026-02-23 at 00.59.22.png

1 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.

View solution in original post

6 REPLIES 6

lauri457
Tera Sage

You can just insert the reference record with a script, note the ref_ in front of the child table name

var a = new GlideRecord("sys_ui_hp_reference");
a.setValue("publisher_reference", "d069a8608313f610557ff0d6feaad39c")
a.setValue("reference_table", "task_sla")
a.setValue("reference_field", "task.ref_sn_customerservice_case.account")
a.setWorkflow(false)
a.insert()

 

Hi @lauri457 ,
Thanks for your reply ,

Kindly help me where do I write this code in interactive filters?

I have inserted from background script:


Should I take  "task.ref_sn_customerservice_task.u_l1_unit" or  "task.ref_task.u_l1_unit");

which is right ?

var a = new GlideRecord("sys_ui_hp_reference");
a.setValue("publisher_reference", "b478fb1893d332101a1bf6fa3d03d671");
a.setValue("reference_table", "task_sla");
a.setValue("reference_field", "task.ref_sn_customerservice_task.u_l1_unit");
a.setWorkflow(false);
a.insert();

 

Screenshot 2026-02-23 at 05.36.23.pngScreenshot 2026-02-23 at 05.36.08.png



Screenshot 2026-02-23 at 05.39.10.png

Yes as bg script

ACD has data, but after selecting it report not giving any data.

So Should I take  "task.ref_sn_customerservice_task.u_l1_unit" or  "task.ref_task.u_l1_unit");

which is right please ?

var a = new GlideRecord("sys_ui_hp_reference");
a.setValue("publisher_reference", "b478fb1893d332101a1bf6fa3d03d671");
a.setValue("reference_table", "task_sla");
a.setValue("reference_field", "task.ref_sn_customerservice_task.u_l1_unit");
a.setWorkflow(false);
a.insert();

Screenshot 2026-02-23 at 05.39.10.pngScreenshot 2026-02-23 at 05.36.23.pngScreenshot 2026-02-23 at 05.36.08.png