Assigned To list filtered by Assignment Group

[rdingus]

I have created two new fields on our knowledge base that I want to function like the fields Assigned To and Assignment Group on the task table. They are reference fields that I tried to define identically to the task fields. The new fields function the same as the assigned to/assignment group fields with one exception. If I have already selected a group and then I go to enter/select the individual, the list of available users isn't limited to those in the group, it shows the whole list of users.

What do I need to do to limit the list of individuals to the list of users in the selected group, if one is already selected? If a group isn't selected the the user list should contain all users.

I have missed something but I sure can't find it...

Any help would be appreciated.

Roger

[jacob_kimball]

Roger,

I believe that the part that you are missing is a reference qualifier. You can read up a bit more on them here:

http://wiki.service-now.com/index.php?title=Reference_Qualifiers

In a nutshell a reference qualifier will limit the values shown in the reference field by applying a filter. If you already have this functionality in the task table, you should be able to grab that logic and apply it to your fields on the KB table. To see the reference qualifier you can right click on the field in the form and go to 'Personalize Dictionary'. On the form you should see the field 'Reference qual'. This might contain something relatively simple like roles=itil or it might be something more complex like javascript:somefunction();. If it is the later, then the function is most likely in a global business rule. Either way you should be able to find the code and replicate/reuse it for your needs.

[#3]

Actually, this is not set up with a reference qualifier, at least on our instance. Instead it's using the Dependent field which you will have to make visible on your field's dictionary because it is not by default. So in your case, set your custom Assigned To field's Dependent value to the name of your custom Assignment group field. For example, say your assignment group field is called u_custom_assignment_group, you will set the dependent value on your Custom Assigned To field to: u_custom_assignment_group. This will then filter the users based on the selected group. Much easier than writing your own Reference qual which would have to be done via business rule.