Customize relationship editor for new table

[mike_klein5]

Hello,

The out of box functionality in Service Now has a module called Business Services, all the CIs that exist including Business Services have a relationship section, you can view the Related Items by clicking on the little symbol.   This Relationship Editor view (at the top showing Available Relationships) was customized which can be done by going to User Administration > User Preferences and selecting the ci_manage_relationships_filter_hint.cmdb_ci.  

In our company we also have Infrastructure Services which needed to be a separate table.   That separate table was created but it seems to be doing something different when viewing the Relationships Editor, although the Relationships work, that default list which appears at the top is different.   My guess is that table is not linked to the User Preference hint (ci_manage_relationships....) and that would explain why this is happening.   Below are three images, the first one shows the two menus basically linked to show each respective table.   The next image shows how it looks for Business Services (and any other CI in any other table).   The final image shows the view in Infrastructure Services

As you can see the custom filter doesn't exist and the Available relationships are fewer.   I can easily click 'All Relationships' and that will allow me to do whatever I want but we have about 200 people who will be in customizing relationships for their CIs and my goal is to get the two sections to be identical.   If any one has any ideas or has any questions feel free to ask.

Thanks in advance for your help

Michael Klein

[bruce_mortin · Accepted solution]

Hey Michael,

Not sure if you've resolved this on your own.  

Since your infrastructure services are in a new table you will need to add new entries into the Suggested Relationships table (cmdb_rel_type_suggest). If you would like them to be the same as those in the Business Services (cmdb_ci_service) table just copy them over and reference your new table as the parent or child accordingly.

The User Preference Hint ( ci_manage_relationships_filter_hint.cmdb_ci ) controls only the bottom (common) portion of the CI filter.   Similar to the Available Relationships section, the top half of the filter is controlled by the Suggested Relationships table.

Once you've adjusted the Suggested Relationships table, both sections should look the same for your Business and Technical Services.

Hope this helps

-Bruce