Is there a way to group items in a report, but default to having the group expanded ( or displayed )

HugoFirst
Kilo Sage

We are developing a report showing a list of problems and their associated problem tasks. The way we did this was to report on the PTASKS, but to group the records by the parent ( a problem record ). The report works the way we like and contains the information we need. The issue is that the report only shows the problem record number unless we expand it by clicking on the triangular icon. See attached screen shot.

Is there a way to default to open instead of collapsed for the groups?

1 ACCEPTED SOLUTION

Jace Benson
Mega Sage

I know you can click on the top triangle to expand all.


View solution in original post

7 REPLIES 7

MG Casey
Mega Sage

I believe I have found it to be table and field specific.



you can add in a system preference for the desired "group by" field:



find_real_file.png



The structure of the name:


grouping_u_workforce_mgmt_forecast_record_u_start_date_



  • u_workforce_mgmt_forecast_record = your table name
  • u_start_date_ = the field name of which you are grouping by


Be sure to check the "System" box.



For the value, a value of "true" means the list will be automatically expanded if it's grouped by that field. If it's "false", then it will be automatically collapsed.



Anytime a user clicks the expand/collapse button a new preference for just that user will be created.


It is working for direct table access but unfortunately it does nothing on report view.

SpoonMan
Tera Contributor

This is an extremely old post now, but I thought this might help someone searching for the same thing...

I just found this:

 

How to expand a list filter by default

 

https://support.servicenow.com/kb?id=kb_article_view&sysparm_article=KB0746160

 

Not sure if it's exactly what's required but the URL workaround might be a way of shortcutting your way to it!