Follow-up questions to the 12/11 Platform Analytics Academy

[Claire Ashdown1]

Hello,

I had some questions in the Platform Analytics Academy chat on 12/9 that Dan said would need some research after the Academy. I am posting my questions here in question they help anyone else:

- When sharing reports or in the Requested by / Owner fields on the Details pane for visualizations and dashboards, how can we filter which users are in that dropdown? I know how to filter which users show in filters I build on sys_user. I don't know how to limit the users showing in user dropdowns of the actual PAC framework. Specifically, we need to limit which Class of users is available in the dropdown. Since it's a form created in UIB/Workspace though, not a vanilla reference field to sys_user I know how to modify the reference qualifier for, how do I do this? This is a very important requirement for us, to avoid end user confusion. For example, is there a system property I can modify that filters which users can show up in any user reference dropdown when sharing a report, selecting who to send to when scheduling a report, selecting a requested for, etc... 

- I can see that there are roles controlling who can see User Experience as a data source when creating a data visualization. However, I don't see similar roles restricting who can see some of the other odd data sources, like MetricBase. I don't want all users to see some of those other data sources beyond Suggested and Tables. Is there a system property or another method to hide some of those other more complex data sources. I don't mind our power users seeing them, but I would like some control over who can see those other data sources, but not all seem to be role based (e.g. MetricBase). I see in https://www.servicenow.com/docs/csh?topicname=uxa-data-sources.html&version=latest that there are roles controlling who can see User Experience even as an option for a data source. I didn't see the same for Metric Base here: https://www.servicenow.com/docs/csh?topicname=data-sources-visualizations.html&version=latest. 

- Can legacy dashboard widgets migrated in compatibility mode be "tweaked" to not have the yellow bar across the top after I have validated that they work as intended? Also, if a compatibility mode widget does not work, can I tweak the widget (e.g. knowing what function calls aren't compatible), or is re-building from scratch in PAE the only option? Is there documentation about what causes something to require compatibility mode (e.g. anything with Jelly scripting automatically gets it, certain renderer function calls, etc...), or is it a guessing game? Also, for something migrated in compatibility mode that works but has the yellow bar, is there a way to validate the migration worked, compatibility mode is fine, and I can uncheck something to remove the yellow bar? Or, is the only option to rebuild.

Thank you!

[Claire Ashdown2]

@martapenzo : Hi Marta -- I believe you were on the call where I asked the questions above and Dan said he would do some research and get back to me. Do you happen to know if there are any resources I can consult to answer my above questions in the meantime? Or, is my best option to bring them again this coming Wednesday. We were hoping to migrate sooner rather than later, but answers and resolutions to the above questions may impact the timeline of our migration, hence my interest. Many thanks!

[Claire Ashdown2]

Hi @martapenzo, is there any update on my questions, especially:

• How to remove the yellow bar from a migrated legacy dashboard widget I have verified as working successfully post-migration (as you indicated last Wednesday should be possible)?
• How to limited what users a report/dashboard may shared with, scheduled to send to, or selected in the requested by / owner fields by Class (we only want users with a Class of sys_user showing).

These are serious concerns for us, especially the user question, that could delay our planned migration. Many thanks for your assistance with my questions!

[ilker_kopan]

Hi Claire, you can manually remove warning message from widget using right side panel. Also we have a small script that hides all warning messages of all widgets. I am attaching the script.

[Claire Ashdown2]

Thank you, Ilker! I see the Hide Warning Messages configuration option.