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How to create interactive filter based on the incident numbers

rahamathullahmr
Giga Expert

Hi ,

How to create interactive filter based on the incident number . The business requirement is let   me say the assignees are having 40 + incidents in the report , now using interactive search they have to get the incident numbers as for their need.

our servicenow instance is in helsinki.

Thanks,

Rahamathullah

1 ACCEPTED SOLUTION

We had almost the exact same issue, but with Major Incident rather than Incident.   Thanks to a suggestion from Adam Stout, we managed to get it to work.



1.   Set up your Interactive Filter, with type Reference, pointed to the Incident Table with a filter on Number (because it won't let you pick sys_id).


find_real_file.png



Create your interactive filter reference.   You can't reference incident itself, so instead point it at any table that references incident:   (maybe parent_incident?   or Problem)? and set the field to the incident reference.  



find_real_file.png



Click the i to open the record you created, then right click to export to XML



find_real_file.png



In the XML, edit the reference_table and set to incident - edit the reference_field and set to sys_id



find_real_file.png



Save it, then go back to the instance and import the xml file back in (you may have to ask an admin to help, if you're not admin yourself).



Now when you look at the Filter Reference, it should reflect the incident table and sys_id field.



Add your Interactive Filter to the dashboard, and make sure your other report widgets are set to "Use Interactive Filter", and it should follow!



find_real_file.png


View solution in original post

21 REPLIES 21

Hello, I edited the XML file to show/reference sys_ID

 

GregWilk_0-1667395509752.png

 

 

But, the interactive filter still will not interact with the metric_instance table.  The incident #'s are populating in the filter, just not interacting with the graph.  [yes, I have the option to interact turned on]

 

GregWilk_1-1667395594276.png

 

We had almost the exact same issue, but with Major Incident rather than Incident.   Thanks to a suggestion from Adam Stout, we managed to get it to work.



1.   Set up your Interactive Filter, with type Reference, pointed to the Incident Table with a filter on Number (because it won't let you pick sys_id).


find_real_file.png



Create your interactive filter reference.   You can't reference incident itself, so instead point it at any table that references incident:   (maybe parent_incident?   or Problem)? and set the field to the incident reference.  



find_real_file.png



Click the i to open the record you created, then right click to export to XML



find_real_file.png



In the XML, edit the reference_table and set to incident - edit the reference_field and set to sys_id



find_real_file.png



Save it, then go back to the instance and import the xml file back in (you may have to ask an admin to help, if you're not admin yourself).



Now when you look at the Filter Reference, it should reflect the incident table and sys_id field.



Add your Interactive Filter to the dashboard, and make sure your other report widgets are set to "Use Interactive Filter", and it should follow!



find_real_file.png


Thanks Josh and Adam .



You guys really helped me out .


No problem!   I'm glad to share my experience, whether I know the answer because I've done it, or because I've had the same question myself!


Something I kinda glazed over quickly during the initial explanation and wasn't very clear - you'll need to edit two different XML files.  The main interactive filter XML to change from Number to Sys_id, and then the Reference record to change from whatever table you selected back to 'incident'