Creating Interactive filter for Company based on Reference

[aguanci]

Hi All,

I am trying to add an interactive filter for Company on a dashboard that has reports from the sn_hr_core_case and asmt_assessment_instance tables. The idea is that when the interactive filter selects a certain Company, only those cases and surveys will appear. We have a custom table for the Companies (sn_hr_core_mgb_companies_2) in our organization that I tried to use but I am getting the error message "Reference field "sys_id" is not of type "sn_hr_core_mgb_companies_2" when I try to add a new Interactive Filter Reference. Here is an image below to help:

We also collect the Customers Company on our sn_hr_core_case table but when I try to use that table as a reference I receive this error when trying to add a new Interactive Filter Reference: Reference field "company" is not of type "sn_hr_core_case"

Is there any way I can do this for both the Case and Assessment Instance tables? Or will I have to create a Group by on each report?

[SanjivMeher]

Your interactive filter should have the reference table as sn_hr_core_mgb_companies_2 is the table where all you company records are stored. Thats your company data source. Now to map, the HR case table company should be created as an interactive filter reference.

[aguanci]

I still get the error "Error Message Reference field "company" is not of type "sn_hr_core_mgb_companies_2" when using the sn_hr_core_mgb_companies_2 as the Reference table. 

[aguanci]

Here is the table columns for sn_hr_core_mgb_companies: 

[SanjivMeher]

If company field in sn_hr_core_case not referencing sn_hr_core_mgb_companies_2, it wont work.