question Re: Advanced Reference Qualifier for a Reference Field on a UI Page Modal Popup in Community Central forum

Advanced Reference Qualifier for a Reference Field on a UI Page Modal Popup

triciav — Wed, 19 Feb 2025 19:39:40 GMT

I am struggling with how to add an advanced reference qualifier for the UI Action "Assess" on the sn_risk_risk table.

When you click Assess it loads a UI Page Modal with a Popup to Select the Assessor and Approver.

I need to set a reference qualifier or filter on the Assessor so that only the users that are in the same department as the Risk Owners Department are listed.

If someone can assist please with some direction on how to achieve this.

This is for Risk and creating a risk assessment. [GRC]

https://PDIInstancename.service-now.com/nav_to.do?uri=sys_ui_action.do?sys_id=9859522b77073010c4a4b0bdbd5a9916

Re: Advanced Reference Qualifier for a Reference Field on a UI Page Modal Popup

Martin Friedel — Thu, 20 Feb 2025 05:41:40 GMT

Hello,

I installed GRC module on my PDI, but still I am not able to find that UI Page.

Could you share HTML, Client Script and Processing script so I can copy the UI Page and look how it can be customized per your requirement?

Martin

Re: Advanced Reference Qualifier for a Reference Field on a UI Page Modal Popup

Ankur Bawiskar — Thu, 20 Feb 2025 05:56:36 GMT

@triciav

you can use onLoad script within UI page and set the filter of that Assessor

For this you need to pass the Department of Risk Owner present on form to that UI page

check this link and you should be able to do that

Note: Remember if that UI page is OOB then it's a risk as you are updating an OOB component

Store value in reference field of ui page using client script

If my response helped please mark it correct and close the thread so that it benefits future readers.

Re: Advanced Reference Qualifier for a Reference Field on a UI Page Modal Popup

triciav — Thu, 20 Feb 2025 15:58:15 GMT

Hi Martin,

Did you install the Advanced Risk IRM?

Re: Advanced Reference Qualifier for a Reference Field on a UI Page Modal Popup

triciav — Thu, 20 Feb 2025 16:09:21 GMT

I checked the link, but can you provide an example of how to do this:

"For this you need to pass the Department of Risk Owner present on form to that UI page

check this link and you should be able to do that"

SO would that be similar to this:
<g:evaluate var="jvar_productSysId" expression="RP.getWindowProperties().get('sysparm_product_sys_id')" />

but the jvar_riskOwnerDeptSysId and the Expression would be get sysparm_risk.owner.department_sys_id

Re: Advanced Reference Qualifier for a Reference Field on a UI Page Modal Popup

Martin Friedel — Thu, 20 Feb 2025 17:17:43 GMT

Hello triciav,

thank you for helpful suggestion. I have checked UI Action, it calls UI Page 'assign_assessor_approver_risk':

Sys ID: a74d56eb77073010c4a4b0bdbd5a9990
link: ...service-now.com/sys_ui_page.do?sys_id=a74d56eb77073010c4a4b0bdbd5a9990

Check HTML on row 13, there is the encoded query you looking for:

Will you be able to modify it yourself or do you need help with that? Getting Owner's department needs scripting and customizing.

If my answer helped you, please mark it as correct and helpful, thank you 👍
Martin

Re: Advanced Reference Qualifier for a Reference Field on a UI Page Modal Popup

triciav — Thu, 20 Feb 2025 20:33:57 GMT

Hi Martin, YES please I need help with scripting that. I am not too good at Jelly and UI Page scripting.

That would be awesome if you have the skills to help.

Thank you sooooo much!

Re: Advanced Reference Qualifier for a Reference Field on a UI Page Modal Popup

Martin Friedel — Fri, 21 Feb 2025 05:27:41 GMT

Hello,

first I have to mention best practice to customizing out-of-box records is to make a copy and deactivate OOB record. So here are steps according to the best practice:

Customizing UI Action

1. Open UI Action 'Assess' (Sys ID: 9859522b77073010c4a4b0bdbd5a9916)

2. Make a copy: Open additional action menu and click on 'Insert and Stay', it will open new record

3. Delete all code in Script field, paste this one:

4. Save it

5. Open OOB UI Action (Sys ID: 9859522b77073010c4a4b0bdbd5a9916)

6. Set checkbox 'Active' to false (unchecked)

Customizing UI Page

1. Open UI Page 'assign_assessor_approver_risk' (Sys ID: a74d56eb77073010c4a4b0bdbd5a9990)

2. Make a copy: Open additional action menu and click on 'Insert and Stay', it will open new record

3. Change value in field 'Name' to assign_assessor_approver_risk_custom

4. Delete all code in HTML field, paste this one:

<?xml version="1.0" encoding="utf-8" ?> <j:jelly trim="false" xmlns:j="jelly:core" xmlns:g="glide" xmlns:j2="null" xmlns:g2="null"> <g:evaluate> var department = RP.getWindowProperties().department || RP.getParameterValue('department'); var newAssessorRefQual = 'roles=sn_risk_advanced.ara_assessor^department=' + department +'^active=true^EQ'; </g:evaluate> <style> #assign_assessor_approver .required-marker { display: inline-block; } </style> <div class="row"> <div class="form-horizontal" id="assign_assessor_approver"> <div class="form-group"> <label id="assessor_label" class="col-sm-3 col-sm-offset-1 control-label"><span id="assessor_span" mandatory="true" class="required-marker"></span>${gs.getMessage('Assessor')}</label> <div class="col-sm-6" aria-label="assessor"> <g:ui_reference name="assessor" id="assessor" table="sys_user" field="name" query="${newAssessorRefQual}" onchange="checkMandatoryFields(this)" /> </div> </div> <div class="form-group"> <label id="approver_label" class="col-sm-3 col-sm-offset-1 control-label"><span id="approver_span"></span>${gs.getMessage('Approver')}</label> <div class="col-sm-6" aria-label="approver"> <g:ui_reference name="approver" id="approver" table="sys_user" field="name" query="roles=sn_risk_advanced.ara_approver^active=true^EQ" /> </div> </div> <div class="form-group"> <label id="days_label" class="col-sm-3 col-sm-offset-1 control-label"><span id="days_span" mandatory="true" class="required-marker"></span>${gs.getMessage('Days to overdue')}</label> <div class="col-sm-6"> <input aria-label="Days to overdue" id="days" name="days" type="number" min="1" value="5" class="form-control" onchange="enableSubmitButton()"></input> </div> </div> <div class="modal-footer"> <div class="row"> <div class="col-sm-6 clearfix pull-right"> <button class="btn btn-default" onclick="handleCancel()">${gs.getMessage('Cancel')}</button> <button id="submit" class="btn btn-primary disabled" tabindex="-1" aria-disabled="false" onclick="handleSubmit()">${gs.getMessage('Submit')}</button> </div> </div> </div> </div> </div> </j:jelly>

It should work as required, only users with the same value 'Department' as has a user selected in 'Owner' field.

If my answer helped you, please mark it as correct and helpful, thank you 👍
Martin

Re: Advanced Reference Qualifier for a Reference Field on a UI Page Modal Popup

Ankur Bawiskar — Fri, 21 Feb 2025 03:19:43 GMT

@triciav

from the UI action you need to pass the department of owner and then within the UI page make the code changes as shared in the link above

If my response helped please mark it correct and close the thread so that it benefits future readers.

Re: Advanced Reference Qualifier for a Reference Field on a UI Page Modal Popup

triciav — Fri, 21 Feb 2025 14:29:18 GMT

Martin you are awesome!

Thank you so much this works!

Re: Advanced Reference Qualifier for a Reference Field on a UI Page Modal Popup

Martin Friedel — Fri, 21 Feb 2025 15:19:21 GMT

Happy to help 🙂