During the Performance Analytics and Reporting Office Hours on August 28th, we covered the basics of creating a Custom Interactive Filter for use on a dashboard. While it is preferred to stick with out of the box Interactive Filters, if you have an advanced use case that you need to tackle, you do have some powerful tools in the NOW Platform.
Custom Interactive Filters development requires knowledge of HTML, JavaScript, and Jelly (and CSS won’t hurt). You’ll want to make sure you develop any new filters in a sub-production environment and move them in an update set like any custom development.
For the past few years we have run a lab at Knowledge on Custom Interactive Filter and Custom Visualizations which goes into more depth, but here is the recording of the Office Hours presentation which covers the highlight within a few minutes. We get started about 2 minutes into the session.
Here are some useful links on the subject:
- Custom Interactive Filter Docs – https://docs.servicenow.com/bundle/newyork-performance-analytics-and-reporting/page/use/dashboards/c...
- Custom Interactive Filter Example - https://docs.servicenow.com/bundle/newyork-performance-analytics-and-reporting/page/use/dashboards/r...
- Encoded Query Strings - https://docs.servicenow.com/bundle/newyork-platform-user-interface/page/use/using-lists/concept/c_En...
- Debug Filter - https://docs.servicenow.com/bundle/newyork-performance-analytics-and-reporting/page/use/dashboards/c...
- Custom System Widgets - https://docs.servicenow.com/bundle/newyork-performance-analytics-and-reporting/page/use/dashboards/c...
- K19 Presentation & Lab - https://community.servicenow.com/community?id=community_article&sys_id=40562f5cdb9d3b0422e0fb2439961...
I have also attached the presentation as a reference. Good luck and I hope to see you at a future Performance Analytics and Reporting Office Hours session. We run the sessions every other Wednesday at 9 am Pacific, Noon Eastern, 6 pm Central European time.
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