Interactive Filter for Task table

[jasongblack]

Hello,

I'm trying to create an interactive filter for a report on the "task" table.  I want it to filter out the tasks that are related to the Requestors Agency/Company.  The filters for Incident, Sc_task, and sc_req_item work fine.  I'm not seeing any way walk this back to task.  Any suggestions?

[EricS_]

It sounds like you’re eager to create an interactive filter for the "task" table based on the requester’s company, and I’m excited to help you find the right approach! Here are some thoughtful solutions to consider:

1. Utilize Indirect Reference Fields : Since the "task" table serves as a parent table, you can establish an indirect reference to its subtables, like "sc_task" or "incident." For instance, to filter by company, you might reference the fields associated with requests, such as those in the sc_task table.
2. Create a Custom Filter: If the available options don’t quite meet your needs, why not consider crafting a custom interactive filter? This could involve using scripts to dynamically fetch values from related fields. GlideRecord scripts can be your best friend here, allowing you to extract the necessary information effectively.
3. Apply to All Derived Tables : If your goal is to extend the filter to all tables derived from "task" (such as incident, sc_task, etc.), ensure to check the "Apply to all tables in hierarchy" option while setting up the interactive filter. This will ensure a consistent application.
4. Verify Table Relationships : It’s essential to double-check that the relationships between your tables are correctly established. If you need to access a specific relationship, make sure it’s clearly defined in your data model.

I encourage you to explore these options and refine your interactive filter! If you encounter any difficulties, there’s always the possibility of diving deeper into custom solutions. Looking forward to your success! interactive filter!