How do I limit the Assignment Group field to groups the person listed in the Assigned To field is a member of?

billcravey · ‎01-22-2016

On our incident form the Assignment Group field is mandatory. Once a group is entered their, only the members of that group can be selected in the Assigned to field. I would like to do this in the reverse, initially leaving the Assignment Group empty, adding a user in the Assigned To field and then under the magnifying glass for the Assignment Group field I would only see the group or groups that user is a member of. Any thoughts are appreciated.

Thanks,

Bill Cravey

HonorHealth

william.cravey@honorhealth.com

larmstrong · ‎01-22-2016

We are currently doing this, and it works fantastically!

Here is how we make it work (we also use the same logic on other fields. We have a set of 4 hierarchical fields where each one is limited by the field/s directly adjacent to it).

On Assigned to:

Dependent on = assignment_group

On Assignment group:

Ref qualifier is set to: javascript:BackfillAssignmentGroup()

Script for BackfillAssignmentGroup():

function BackfillAssignmentGroup(){

var groupList = ' ';

var assignedTo = current.assigned_to;

//return all groups if the assigned_to value is empty.

if(assignedTo == ''){

//list of groups that have the "assignment group" type, and filter out inactive groups.

return 'typeLIKE188225e715480200abe63ac4a19e9dfa^active=true';

}

//sys_user_grmember has the user to group relationship

var grpGR = new GlideRecord('sys_user_grmember');

grpGR.addQuery('user',assignedTo);

grpGR.addEncodedQuery('group.typeLIKE188225e715480200abe63ac4a19e9dfa^group.active=true');

grpGR.query();

while(grpGR.next()) {

if (groupList.length > 0) {

//build a comma separated string of groups if there is more than one

groupList += (',' + grpGR.group);

}

else {

groupList = grpGR.group;

}

// return Groups where assigned to is in those groups we use IN for lists

return 'sys_idIN' + groupList;

}

Please let me know if you have questions!

~Lindsey

View solution in original post

Mike Edmonds1 · ‎02-20-2017

Lindsey,

I have a query running as a background script that is returning the groups that a specific user is a member of.

var kn = new GlideRecord('sys_user_grmember');

kn.addQuery('user', '797d14341f1310005a3637b8ec8b7010');

kn.addEncodedQuery('group.active=true');

kn.query();

groupList = ' ';

while(kn.next()){

gs.log('Found one = ' + kn.group.getDisplayValue());

}

Returns:

[0:00:00.006] Script completed in scope global: script

*** Script: Found one = ACME GROUP 1
*** Script: Found one = ACME GROUP

However, 

When I plug the query into the Script Include, generate a new Incident record, populate the 
'assigned_to' field and click the search for 'assignment_group' it doesnt filter. I see the entire 
tree picker with every group available. Am I missing something?

Zstromsodt · ‎02-29-2024

This is still working in 2024 🙂 Awesome work lindsey!

asasas · ‎09-22-2016

hey : Lindsey Armstrong

Can u explain how to do this

(you have written in your previous reply)

"On Assignment group:

Ref qualifier is set to: javascript:BackfillAssignmentGroup()"

where can i find that and how.

I cannot find any javascript:BackfillAssignmentGroup() from Reference qaulifier.

Can you please explain me . I am totally new to SN.

and please also explain where to write script.

larmstrong · ‎09-22-2016

Hi Allu,

Reference Qualifier fields are text, so it wont' have a lookup on it. The reference qualifier field is on the dictionary entry for the assignment group field itself (or any other field, for that matter).

The ref qual is looking for a script called BackfillAssignmentGroup().

Before it will work, you'll need to create a script include that contains the script above, but will need to modify the script slightly depending on your environment. We use group types, so we are filtering on that. If you do not use group types, you'll need to adjust the query. Even if you DO use group types, you'll need to put in your own sys_id for the group type you want to see.

It certainly takes awhile to get used to everything in the system! I hope that helps and good luck!

~Lindsey

asasas · ‎09-26-2016

Dear Lindsey

Can you explain me more clearly because I am not getting it

I have copied above code exactly and it is not working.

Please help me out.