Restrict IT tickets from Tasks on EC Pro

[nechauhan]

We have created a dedicated Employee Center Pro portal for the HR team, while IT users access a separate portal. Our requirement is to ensure that IT-related tasks, such as RITM approvals, do not appear in My Tasks and that only HR-specific to-dos (for example, HR approvals) are displayed in the HR portal.

I have already cloned the 'hrm_todos_page' page and the 'HRM Todos Summary' widget. What would be the recommended approach to filter out IT tickets from My tasks only within the HR portal experience, without impacting the existing IT portal.

[nechauhan]

@Ankur Bawiskar can you please help me understand how I should do it. There are two objects in the widget 'data.todosToShow' and 'data.todosToShow.recordsToShow'. Can I filter content in these objects to exclude IT todos or keep only HR related todos

[Vishal Jaswal]

Hello @nechauhan 

You're definitely not the one with such scenarios rather there are many who are undergoing true digital transformation and learning about ServiceNow as a a platform. 

What you are asked today is something you must maintain as a document/proof/artifact/design and specially agile epic/stories so that tomorrow when time comes and it needs to be taken out, then today's artifacts will help you in future.

I would recommend to identify the widgets relevant to both portals which is running the gliderecord on "sysapproval_approver" table. You can always navigate to All > Portals > Widgets and wildcard search it in the script column/field.

Once you find out the relevant widgets, then take one and add some logging like gs.info('Your Name initials - Testing HR approval widget). Access it in the HR portal and then go to syslog.FILTER table and apply filter message starts with your name initials and created on last 15 minutes.

The above will help you ensure that you're looking at correct widget(s).


Now, you need to modify the query within this gliderecord and to do so I would first recommend to go to "sysapproval_approver" table's list view and apply filters to see the records for a given HR and to a given IT professional will look like. 

You can then update the widget's server side script with such appropriate queries respectively and share your progress here.