Merging report fields for non-admins

[SpoonMan]

Hi All,

I'll start off by saying, I am not a ServiceNow developer in our organisation and don't have access to create scripts/database views/etc.

I'm in charge of a few different Service Management functions at my workplace, and also an ex-developer of other systems like Microsoft Dynamics, SQL, etc. so am a bit frustrated with my inability to figure out how to do basic things In ServiceNow (Tokyo) - like creating a list report where I can return results from, e.g. the [change_request] table on the Assigned to (return Preferred Name (full) where Active=true) and Requested by (return Preferred Name (full) where Active=true) columns, looking at records from the last six months  but can't return both results in the same column, even though they are an identical data type, have the same format and are, to all intents and purposes, identical!

Does anyone have any suggestions for how I can create a list report that does this, or is it not possible?

Thanks

[Riya Verma]

Hi @SpoonMan ,

To create a list report that includes data from the Assigned to and Requested by columns, you can utilize a combination of field transformations and calculated fields. Below are steps:

1. Field Transformations:

   • Field transformations allow you to manipulate and display field values in a specific format. In this case, you can use field transformations to retrieve the Preferred Name (full) of users where Active=true from the User [sys_user] table.

2. Calculated Fields:

   • Calculated fields enable you to perform calculations or combine data from multiple fields into a single column. You can use calculated fields to combine the Preferred Name (full) values retrieved from the field transformations into a single column.

Here's an example of how you can accomplish this using a list report:

1. Create a new list report:

   • Navigate to the list view of the [change_request] table.
   • Configure the desired filters, such as the Last Updated filter for the last six months.

2. Add the Assigned to column:

   • Add the Assigned to column to the list report.
   • Apply a field transformation to the Assigned to column to retrieve the Preferred Name (full) of the assigned users where Active=true.

3. Add the Requested by column:

   • Add the Requested by column to the list report.
   • Apply a field transformation to the Requested by column to retrieve the Preferred Name (full) of the requested users where Active=true.

4. Add a calculated field:

   • Add a calculated field to the list report.
   • In the calculated field configuration, combine the Preferred Name (full) values from the Assigned to and Requested by columns.

5. Configure the calculated field

   • Adjust the calculated field's properties, such as label and formatting, to meet your requirements.

[SpoonMan]

That would be great, but the ability to do field transforms and create calculated fields doesn't appear to be available to me. 😔

[Riya Verma]

Hi @SpoonMan , can you please check in advance view please.

[SpoonMan]

I don't have an "advanced view" available to me.