Success portal view in Software Asset Workspace

oberlel
Tera Contributor

‎04-07-2025 08:05 AM

We are trying to contain all documentation of our SAM journey using the success portal but I am having one major issue with the data.

 

In the Performance Overview section, there is canned Time Period Filter which is decent. The issue that we are having is that it is appears to be using the created date of the activities to filter on.  How do we change the date that the filter is utilizing.  I would want this to be based on the Actual End Date and or projected end date filter, not when it was created. Since this is in a workspace, I am having issues editing it.

 

Thoughts? 

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dreinhardt
Tera Sage

‎04-10-2025 04:30 AM

Hi @oberlel,

the Ui Builder is the way to change the filter criteria.

 

As the sys_id's are the same the direct link should work.

 

https://INSTANCE.service-now.com/now/builder/ui/experience/7e473448077020106986e7430ad3000b/params/p...

 

dreinhardt_1-1744284568259.png

 

https://INSTANCE.service-now.com/now/builder/ui/edit/experience/7e473448077020106986e7430ad3000b/921...

 

dreinhardt_0-1744284335934.png

 

Best, Dennis

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