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Is "Is in Hierarchy" a real thing in ServiceNow for reporting by organization?

Lisboa
Tera Expert

Ran across this thread on LinkedIn and it references that ServiceNow has released "Is in hierarchy" operator to assist in reporting by organization structure.  Has anyone seen this referenced or documented anywhere else?

 

This solves a major pain point in being able to quickly assemble reports based on a leader and their direct and/or indirect team - if it's legit.  Just have not been able to find anything concrete on it yet in my instance.

 

Is there a module/update that needs to be applied?

 

https://www.linkedin.com/posts/ahmmed-ali-82b627bb_servicenowcommunity-activity-7402644400746725376-...

 

Is in hierarchy.jpg

 

1 ACCEPTED SOLUTION

LarryP888183452
Mega Sage

Greetings @Lisboa. I was able to take advantage of this functionality in my Personal Developer Instance. I started on the User table [sys_user] and started building a query by using the Manager field. I'll include screenshots below. 

 

lpruit2_0-1768098686115.png

 

lpruit2_1-1768098733015.png

Since I'm in my PDI environment, I don't have good table data to show different layers of management. Finally, I'll include some ServiceNow documentation I was able to find that provides examples of different queries that take advantage of this specific operator. Excellent question and I hope this information is helpful!

Building hierarchical queries

 

View solution in original post

8 REPLIES 8

LarryP888183452
Mega Sage

Greetings @Lisboa. I was able to take advantage of this functionality in my Personal Developer Instance. I started on the User table [sys_user] and started building a query by using the Manager field. I'll include screenshots below. 

 

lpruit2_0-1768098686115.png

 

lpruit2_1-1768098733015.png

Since I'm in my PDI environment, I don't have good table data to show different layers of management. Finally, I'll include some ServiceNow documentation I was able to find that provides examples of different queries that take advantage of this specific operator. Excellent question and I hope this information is helpful!

Building hierarchical queries

 

Is it possible to filter upwards through a hierarchy? I mean not starting at the top position, but at the bottom of the tree and traverse up to the top record?

Having the built-in hierarchies, for example on a user table, how to get the most-top manager of a user?

in dot-walking terms it whould be a user.manager.manager.manager... but with unknown/variable amount of managers in between. It seems like it should be possible with hierarchies but I cannot figure out how to do it. 

Lisboa
Tera Expert

Thanks for this!  It confirms for me that this feature exists in list view, but it is not accessible in report / data visualization building (at least not easily identifiable).  That's the gap for me at this stage, and I'll need to review some of that reference information to see if it's covered in there or not.

Lisboa_0-1768125252981.png

 

If anyone has seen how to leverage this within reporting/visualization and not just list views - appreciate the insights!

Matt Weir
Tera Contributor

This is what brought me here. I had just assumed that "Is in hierarchy" would be available in reporting and I told someone else how to do it but they were not able to, because apparently it is not an option in reporting? 
Has anyone found a way around this, or know of any updates coming for this?