Populate assign to based on activity team

Anna_Servicenow
Tera Guru

I have to override the reference qualifier of 'assigned to' for one of the child table of task. 
The assigned to should show only active users that are part of assignment group selected . How to achieve this? 

5 REPLIES 5

Najmuddin Mohd
Mega Sage

Hi @Anna_Servicenow ,

If I understand your question correctly, the Assigned to users should show only active users. 
So, you can do it in Dictionary overrides.
active=true

NajmuddinMohd_0-1724940739680.png


But, my question is Why to use in the dictionary overrides. Why not directly on the parent task table itself.
It's obvious that to show only active users in all the tables of the task.


If this information helps you, kindly mark it as Helpful and Accept the solution.

Regards,
Najmuddin.

Actually its not, we had an issue where assigned to is not being populated based on assignment group for CSM module and we had a case raised. They created below BR and called it in ref qualifier. This is not working in this scoped child table

Anna_Servicenow_0-1724944077063.png

 




@Anna_Servicenow You need to create a Restricted caller access record in the CSM scope to allow access to this business rule in the CSM scope.

Sandeep Rajput
Tera Patron
Tera Patron

@Anna_Servicenow You need to use the following steps to updated the reference qualifier on a child table of task.

 

1. Navigate to your child table form and right click on the Assigned to field.

 

Screenshot 2024-08-29 at 7.48.01 PM.png

2. You will be taken to the Dictionary record of Assigned to field. Since this is an extended field, it sits on the Task table.

 

Screenshot 2024-08-29 at 7.49.19 PM.png

3. Don't make any changes on this form, scroll to the bottom and find Dictionary override related list.

Screenshot 2024-08-29 at 7.49.28 PM.png

4. Check if your custom table has an existing dictionary override record. In case if it does have then open the existing record. In case if it doesn't then you can follow the steps mentioned below to create a new record and click on New to create a new record.

Screenshot 2024-08-29 at 7.49.51 PM.png

5. In the final step you can select your table in the table name, check the override reference qualifier check box and set the reference qualifier as active=true.

Screenshot 2024-08-29 at 7.50.44 PM.png

 

Please mark the response helpful and accepted solution if it manages to answer your question.