Default filter on reference field

[Udit Maheshwar2]

Hi All,

Is there any way to apply default filter on reference field so that user can click on search and new window pop-up with filter applied by default at first and if user does not satisfy with the records obtained then he can click on 'All'' to get whole list. ??

Thanks.

[Gowrisankar Sat]

Make use of reference qual condition:

Check this doc:

https://docs.servicenow.com/bundle/orlando-platform-administration/page/script/server-scripting/conc...

[Chuck Tomasi]

A reference qualifier doesn't quite fit the question asked. I thought of that at first too, but there's no way to allow people to 'unfilter' when a reference qualifier is applied.

[Gowrisankar Sat]

Interesting one then, never tried removing the filter!

[Chuck Tomasi]

You would have to somehow get a sysparm_query in to the sys_ref_list view, but I'm not sure if that's possible or not. Dictionary attribute maybe? Interested to see what people come up with.

[Keith Walker]

You can do this via an onLoad Client Script that uses DOM manipulation and reflistOpenUrl. You can search this Community for "reflistOpenUrl" and find more details on how to do this, but I don't recommend it. "Thou shalt not edit the DOM."

An alternate way to do this without hurting our ServiceNow HealthScan scores is to use an advanced reference qualifier on the field (or its dictionary override) that includes a field the user can set to control it. For example, if you want the various reference fields on Incident to have choice of being sensitive to the Company or Assignment group, you could add fields like "Restrict searches to Company" or "Restrict searches to Group" and perhaps default those to true. The user could then opt to set it to false if they need to see all. This is less user friendly than the DOM approach, and nobody wants more fields, but hey, it obeys the DOM commandment. 😉