Add Plans UI Action Default Filter

[blairedanny]

I am looking to edit the Default filter conditions for the "Add Plans" UI Action found on the "Impacts" Related List of Exercises.  It currently defaults to only show Approved Plans.  I have not been able to find this UI Action anywhere within the system (sys_declarative_action_assignment and sys_ui_action both come up empty).  Yes, I can edit the filter manually within the modal, however at my company the Filter is actually hidden (screenshots are from my PDI) so this is not possible, we would like to set the default filter so that people can select a plan in any State.

Help is greatly appreciated as I've been wracking my brain for days now!

[Ahmed Drar]

Hello, which workspace are you using here?

Thanks,

Ahmed

[blairedanny]

This is in the Business Continuity Workspace (workspace BCM).

-Blaire

[blairedanny · Accepted solution]

I did end up opening a case with ServiceNow Support and was given the following "resolution":

Analysis:
=======
-At this time, the following UI Action is apart of component in the workspace that is not accessible to be customized.

So looks like it's not possible and we'll have to ask for an enhancement if we want to do this in the Workspace.

[Yuvraj Sharma]

Scenario: Obligation Instance is a custom table where Controls need to have m2m relation and in related list when "Add" button is clicked, default filter needs to be applied to show limited records.

Steps :

1. Open the "Add" record Action Assignment for the required table (here it is, sn_compliance_obligation_instance_m2m_obli_control)
2. Click on "Advanced View"
3. Go to the Action Attributes section > Payload Map
4. extensionPoint : create a filter name "FILTER_CONTROL_FOR_OBLIGATION_INSTANCE"

Now we need to do two things :

1. Create a Script Include and define the filter in the script (for above scenario I created : RelatedListFilterControlForObligationInstance)
   
    a. Refer to any existing relatable script include for script reference, I referred to the "RelatedListFilterControlForRiskEvent" to create my script include

b. Mention your filter name "FILTER_CONTROL_FOR_OBLIGATION_INSTANCE" in the handles

2. Open the default Extension Point "RelatedListItemCandidateFilter" and by adding the above Script Include in "Implementations" related list of this extension point record so that it may extend the functionality.

Click on "New" in "Implementations" related list and add the Script Include in Implementations

I did the same for another related list : for Issues on Obligation Instance and it works perfectly as expected. Let me know in case of doubts/issues.

NOTE:

1. MAKE SURE TO CHECK AND BE CAUTIOUS ABOUT THE APPLICATION SCOPE EVERYWHERE

2. The filter will not show up on the screen, it will be a background filter.


Please accept the solution.