How to build a with common filter "assigned to" between both incidents and SCTASK

Vijayanarasimha
Kilo Contributor

3 weeks ago

How to build a with common filter "assigned to" between both incidents and SCTASK. As the team handles both Incidents and SCTASKS - do we have provision to see in a single view by applying the filter condition?

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Brad Bowman
Mega Patron

3 weeks ago

Viewing the task table list view (task.list in the left nav) you can apply a Task type filter like this to only show records in these 2 tables

BradBowman_0-1778455601153.png

So then you could add to this Assigned to is me or whatever you're looking for.  Once you get the filter nailed down you can create a favorite or a new Application Module so that it appears in the left nav with this pre-defined filter.

 

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