Query Assignment Group in tables change_request AND change_task in the same report?

RC2
Tera Contributor

I can't figure out how to do this in a report, but can do it in a general search?

I need to find all Change Records AND all Change Tasks to a specific Assignment Group in one report. I can figure out how to do it in two reports, but not in one. It's because the tables/data are different that hold the data. Is there a table or data source that has both? If so, what is it called? 

23 REPLIES 23

Saurav11
Kilo Patron
Kilo Patron

Hello

Change_task are child of change request

So create a report on change task and then you can get field of both table as change task will hold a field to store change request and you can use to the dotwalk for all change request fields

And for assignment group filter you can use assignment grp for chg task apply or and the assignment group fot chg req

 

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RC2
Tera Contributor

Hi Saurav, I couldn't get this working. It's only allowing me to search tasks, not the parent record. 99% of my filters are against the parent record (state, closed date, assignment group manager).  Do I have to use the Related List Conditions? I don't really understand how that works....

Hello,

You need to just vreate a report on chnage task table.

Please follow the below steps:-

Goto Report and select table as Change task

find_real_file.png

 

Then you need to select the fields which you want to have in the report. In the available section you will already have all fields for Change task table as below:-

find_real_file.png

To get the Change request field just click on the field Parent[+] and then click on the plus sign in between available and selected and you will get all the fields of Change Request as below:-

find_real_file.png

 

Then select the fields which you want to display on the report by bringing the fields from available to selected 

Once the field [art is sorted we want to add the condition for assignment group, do it as below:-

Click on Add Filter condition:-

find_real_file.png

 

Select the first filter as Assignment group is (which you want to select)

find_real_file.png

The above is for Catalog task then click on the or icon 

find_real_file.png

Then add the next condition as Show related field-> Parent(Task fields)-> Assignment group is (which you want to select)

Then you will get both the filters as below:-

find_real_file.png

 

Then Run and click on Save your report is ready

Please mark answer correct/helpful based on Impact

RC2
Tera Contributor

Thanks. I think there is confusion on my need. This is my issue. 

ServiceNow change records have two different locations for Assignment Group. On the main change record (Parent) and in the individual Tasks. 

Sometimes we create our own change records so the assignment group is our team in the Parent, but all the tasks may belong to other teams. Sometimes other teams create Parent change records but assign tasks to us. I need to report on both use cases in the same report. So all Parent Changes that were assigned to our assignment groups (20+) and all Tasks that were assigned to our assignment groups (again, 20+). 

I think your instructions are just giving me a report with tasks that were assigned to our groups. It doesn't allow me to search both locations at the same time. 

For example, if I go to the Change module on the left (not sure if that's what it's called) and select ALL Change Tasks>

find_real_file.png

Then I do this filter, I can see both parent change assignment groups AND task assignment groups:

find_real_file.png

I can't figure out how to do the same search in a report. I've tried to add both Task types in a Filter, but both never exist in the reports/tables for either change_request or change_task. I'm guessing that neither has both those fields?