Why does reference field lookup list filter says "All" even though it is filtered?

bill_dev
Mega Guru

The reference field filter shows "All", even though it is actually filtered with Vendor=true.

I want our contract team to create a vendor from the contract form's vendor field. The thing is when they click on the "New" button on the reference lookup list, the Vendor checkbox is not checked initially so that can lead to incorrect vendor record.

I know that when the filter says Vendor = true or Manufacturer = true, it will auto set those fields to true when you click "New". I confirmed this using the regular list view.

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1 ACCEPTED SOLUTION

niagarwal
Kilo Guru

I think this is by design since ServiceNow wants the first level of filtering on the data to be done upfront.

There is no point of having a reference qualifier filter if you would want to filter on the main source data again. Defeats the purpose ,isn't it ?

A little different on how condition builder works but you may give it a try with HI since there is no documentation about it. 

In addition to this , maybe a better UI would be non-editable filter till the condition.

Hope this helps.

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3 REPLIES 3

Jeff Currier
ServiceNow Employee
ServiceNow Employee

I am able to match your results if I use the same view you are using (based on the URL) and I see all companies, not just vendor=true as I suspect you do.  And when I click new, the vendor checkbox is not checked.  

If I use the "normal" vendor view, I only see vendors, the filter shows vendor=true and if I click new, the vendor check box is checked.

So my question is why are you using that view and not the normal vendor view "Vendor View".  From the application menu

One thing I forgot to add was information about row counts.  When I used your view I got all companies, about 300.  With the filter actually applied, I only had about 200 which were vendors. In your case, check to see if you actually have 209 vendors or if some of those are not actually vendors with vendor=true.  I suspect you have less than 209 vendors and that view is not what you want.

niagarwal
Kilo Guru

I think this is by design since ServiceNow wants the first level of filtering on the data to be done upfront.

There is no point of having a reference qualifier filter if you would want to filter on the main source data again. Defeats the purpose ,isn't it ?

A little different on how condition builder works but you may give it a try with HI since there is no documentation about it. 

In addition to this , maybe a better UI would be non-editable filter till the condition.

Hope this helps.