Set a default filter for userlist when adding approvers in SOW

HagosT · 2 weeks ago

Does anyone know how to make the list show only users with the approval role?

OOTB all users are listed.

There seem to be a possility to set a fixed filter but don't understand how.
We want all users to have a default filter that shows only users with approval role.

HagosT · 2 weeks ago

The final solution:

We’ve implemented a custom extension point override (best practice) to control the “Add Approver” selection in Service Operation Workspace.

Result:
The picker now only shows:

* Active users
* Users with role approver_role
* Users not already assigned as approvers

Approach:

* Used extension point RelatedListItemCandidateFilter with key APPROVER_QUERY_FILTER
* Added a custom Script Include that returns a filtered query

New Class: CustomRelatedListApproverItemCandidateFilter

View solution in original post

HagosT · 2 weeks ago

var CustomRelatedListApproverItemCandidateFilter = Class.create();

CustomRelatedListApproverItemCandidateFilter.prototype = {

initialize: function(tableName, parentFieldName, parentRecordSysId, referencedFieldName) {

this.tableName = tableName;

this.parentFieldName = parentFieldName;

this.parentRecordSysId = parentRecordSysId;

this.referencedFieldName = referencedFieldName;

},

getFilterQuery: function() {

// --- Existing approvers (exclude them) ---

var existing = [];

var gr = new GlideRecord(this.tableName);

gr.addQuery(this.parentFieldName, this.parentRecordSysId);

gr.query();

while (gr.next()) {

existing.push(gr.getValue(this.referencedFieldName));

}

// --- Users with approval_user role ---

var roleUsers = [];

var rel = new GlideRecord('sys_user_has_role');

rel.addQuery('role.name', 'approver_user');

rel.addQuery('user.active', true);

rel.query();

while (rel.next()) {

roleUsers.push(rel.getValue('user'));

}

// --- Build query ---

var query = 'active=true';

if (existing.length > 0)

query += '^sys_idNOT IN' + existing.join(',');

if (roleUsers.length > 0)

query += '^sys_idIN' + roleUsers.join(',');

else

query += '^sys_id=NULL'; // prevent showing all users

return query;

},

handles: function(thing) {

return thing == 'APPROVER_QUERY_FILTER';

},

type: 'CustomRelatedListApproverItemCandidateFilter'

};

View solution in original post

meghanakra · 2 weeks ago

Show only users who have the approver_user role (or any approval-related role) in a reference field/list.

field is roles and the value is approver_user

please try it.

roles=approver_user

Maham Tahir · 2 weeks ago

Hi @HagosT,

You can use the UI Builder to configure the "SOW Associate Record Modal". Here are the steps:

Navigate to the UI Builder.
In the "Page" dropdown, select "SOW Record page modals".
In the "Variant" dropdown, select "SOW Associate Record Modal".
At the bottom of the page, click on "Data" to open the data resources panel.
Click "+ Add" and select "Client state".
Configure the new client state parameter as follows:
- Name: approverFilter
- Type: String
- Initial value: roles=approver_user
In the "Data" panel, under "Local data resources", select "List Controller".
In the "Configuration" section of the List Controller, locate the "Fixed filter" field.
Click the "@" symbol to open the data binding modal.
From the "Client state" section, drag and drop the approverFilter you created into the "Fixed filter" field.
Click "Apply" and then "Save" to apply the changes.

This will apply a default filter to the user list in the "Add approvers" modal, showing only users who have the approver_user role.

If you find my response helpful, mark it as helpful and accepted solution.

Regards,

Maham Tahir.

Tanushree Maiti · 2 weeks ago

Hi @HagosT

You can customize to get expected result by addition of role ,filter etc.

refer: Service Operations Workspace (SOW) - List view configuration

KB0994285 List view in Custom Workspace in not loading for non admin users

Please mark this response as Helpful & Accept it as solution if it assisted you with your question.
Regards
Tanushree Maiti
ServiceNow Technical Architect
Linkedin:

Ankur Bawiskar · 2 weeks ago

@HagosT

which form has this screenshot?

Regards,
Ankur
✨ Certified Technical Architect || ✨ 10x ServiceNow MVP || ✨ ServiceNow Community Leader