Cal! Its been a while, I hope you are doing well and enjoying this wonderful hot weather in NC!
I have set this up for several customers who say want to filter users based on their employee id number or location based off a location code. Here are some instructions I put together that I shared internally may help you:
Use Case: I would like to search for callers by several attributes and not just by their name. OOB the user can click the magnifying glass beside the reference field and search that way, but it requires extra clicks and time. Fortunately ServiceNow can display other data on the Type Ahead popup and that data is also searchable!
Notice above I am not only showing the employee's name, but also the first and last name as well as the employee number of that user.
· You can also set it up where you search all the columns you are displaying. This comes in handy if the users want to be able to search on first name, last name, or employee ID all in the same field. Also notice above, I typed in "111" and it searched both the employee ID column and presented several results where the employee number starts with "111". I could have also typed in "smi" to get the same results.
· This especially comes in handy with locations and wanting to search for a city or state or location code/number.
This is also very easy to configure with the steps below:
- Now I mentioned above to make sure the "number" field is a string value, the reason I mentioned this is because if you want to allow searching in all columns it must be a string type column. Numbers, email, etc aren't searchable.
- To set this up, you personalize the dictionary on the particular field — this is done on a field by field basis so you may need to do this multiple times. So for example, to make the above work for the incident caller, right click on the Caller label and choose Personalize Dictionary. Then:
- Make sure you are on the Advanced View — under Related Links you may see "Advanced view" so click that if it shows up.
- On the Advanced view you will see a field called Attributes. OOB the value of this field is: ref_contributions=user_show_incidents
- You will need to add a few new attributes which are always separated by commas, then paste in the following:
i. ref_ac_columns_search=true,ref_auto_completer=AJAXTableCompleter,ref_ac_columns=first_name;last_name;employee_number
ii. Here is an explanation on what these mean:
- ref_contributions=user_show_incidents — this shows the UI Macro that shows all the caller's incidents
- ref_ac_columns_search=true,ref_auto_completer=AJAXTableCompleter — these allow the searching to happen
- ref_ac_columns=first_name;last_name;employee_number — this is how you set what additional columns appear. In this example I am showing the first and last name and employee number. You must enter the database column name, not the label. You can certainly add additional ones by separating them with a semicolon.
iii. The end result Attributes value will be:
ref_contributions=user_show_incidents,ref_ac_columns_search=true,ref_auto_completer=AJAXTableCompleter,ref_ac_columns=first_name;last_name;employee_number
Hey Chuck,
So the ref field on the form points to sys_user and instead of looking up by Name, they want to look up the user record by the Oracle ID, which is a string field. The documentation tells how to do this if it's another reference field, like Department.
Thanks!
Cal
Cal! Its been a while, I hope you are doing well and enjoying this wonderful hot weather in NC!
I have set this up for several customers who say want to filter users based on their employee id number or location based off a location code. Here are some instructions I put together that I shared internally may help you:
Use Case: I would like to search for callers by several attributes and not just by their name. OOB the user can click the magnifying glass beside the reference field and search that way, but it requires extra clicks and time. Fortunately ServiceNow can display other data on the Type Ahead popup and that data is also searchable!
Notice above I am not only showing the employee's name, but also the first and last name as well as the employee number of that user.
· You can also set it up where you search all the columns you are displaying. This comes in handy if the users want to be able to search on first name, last name, or employee ID all in the same field. Also notice above, I typed in "111" and it searched both the employee ID column and presented several results where the employee number starts with "111". I could have also typed in "smi" to get the same results.
· This especially comes in handy with locations and wanting to search for a city or state or location code/number.
This is also very easy to configure with the steps below:
- Now I mentioned above to make sure the "number" field is a string value, the reason I mentioned this is because if you want to allow searching in all columns it must be a string type column. Numbers, email, etc aren't searchable.
- To set this up, you personalize the dictionary on the particular field — this is done on a field by field basis so you may need to do this multiple times. So for example, to make the above work for the incident caller, right click on the Caller label and choose Personalize Dictionary. Then:
- Make sure you are on the Advanced View — under Related Links you may see "Advanced view" so click that if it shows up.
- On the Advanced view you will see a field called Attributes. OOB the value of this field is: ref_contributions=user_show_incidents
- You will need to add a few new attributes which are always separated by commas, then paste in the following:
i. ref_ac_columns_search=true,ref_auto_completer=AJAXTableCompleter,ref_ac_columns=first_name;last_name;employee_number
ii. Here is an explanation on what these mean:
- ref_contributions=user_show_incidents — this shows the UI Macro that shows all the caller's incidents
- ref_ac_columns_search=true,ref_auto_completer=AJAXTableCompleter — these allow the searching to happen
- ref_ac_columns=first_name;last_name;employee_number — this is how you set what additional columns appear. In this example I am showing the first and last name and employee number. You must enter the database column name, not the label. You can certainly add additional ones by separating them with a semicolon.
iii. The end result Attributes value will be:
ref_contributions=user_show_incidents,ref_ac_columns_search=true,ref_auto_completer=AJAXTableCompleter,ref_ac_columns=first_name;last_name;employee_number
