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]

Answers to the questions above:

• Filter users in the Requested by / Owner / Sharing / Scheduling user dropdowns: Advised by Thomas Davis and Marta Penzo that this functionality does not exist. Idea submitted as https://support.servicenow.com/ideas?id=view_idea&sysparm_idea_id=637c2fa283cf9e50cdbbc430feaad3d1&s....
• Limit data sources to users by role: Can be accomplished by creating records on the sys_viz_data_source_role table.
• Hide the warning message on reviewed and approved migrated legacy dashboard widgets: As Ilker noted above, is available in the Configuration panel for the widget to hide the warning message or via script.