How to create a report (list) to be used as form chart that is dynamic to the record

[jonathan_luste]

We have had the request to show within the project form a list of that project's milestone project tasks.   This is while maintaining the related list of all project tasks and having this new subset list in-line of the form view.

I see we can add a form chart, and tie that to a report.   This should work perfectly with a "simple" list type report.

What I need help on is how to build a report on the project task table (I assume) that filters on both milestone=true AND the parent of the project task which is the current project on the screen or on the form ... HELP.

[Chuck Tomasi]

Hi Jonathan,

I haven't done much with form charts other than use pre-existing ones, but upon further investigation, I found this which olds some promise. Use the fields on Report condition extension to tie the tasks to your current project and use the Report qual field to filter out the records represented.

Try adding milestone=true

(still looking for more details on this stuff. Docs are pretty high-level.)

[Chuck Tomasi]

Found this from a former ServiceNow employee's website.

FujiForty - Form Charts (advanced conditions) — CAVUCode

[jonathan_luste]

Thanks Chuck.   I've got an almost working version of this in Dev.   But the chart form complains about the report type being list.   Where are the supported report types listed, and where / how is this controlled as I want a list report 🙂 docs.servicenow.com doesn't seem to be ... well maintained on this form chart stuff.

[Wade Clairmont]

I have the same issue, and here is what I found

Configure charts on forms