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I want to create interactive filter based on vendor and parent field

monika556
Tera Contributor

I want to create interactive filter based on vendor and parent field which is available in assignment group.

incident should be filter based on vendor and parent field.

19 REPLIES 19

Hi @monika556 

 

https://www.servicenow.com/community/platform-analytics-forum/interactive-filter-using-a-dot-walked-...

 

https://www.servicenow.com/community/developer-forum/dot-walking-in-interactive-filters/m-p/1931619

 

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Dr. Atul G. - Learn N Grow Together
ServiceNow Techno - Functional Trainer
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monika556
Tera Contributor

Not able to select the vendor field when i create the relationship

Looks like it’s a bug — even I can’t select it. Please log a case with Now Support.

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If my response proves useful, please indicate its helpfulness by selecting " Accept as Solution" and " Helpful." This action benefits both the community and me.

Regards
Dr. Atul G. - Learn N Grow Together
ServiceNow Techno - Functional Trainer
LinkedIn: https://www.linkedin.com/in/dratulgrover
YouTube: https://www.youtube.com/@LearnNGrowTogetherwithAtulG
Topmate: https://topmate.io/atul_grover_lng [ Connect for 1-1 Session]

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MaxMixali
Kilo Sage

Hi Monika, try to do the simple steps to complete your job, hope can help

 

Scenario:

You have incidents with Assignment Group.
Assignment Group has fields: Vendor and Parent.
You want to filter incidents based on these fields.

OPTION 1: Interactive Filters with Dot-Walking (Easier)

 

 

Step 1: Create the Dashboard

Go to Platform Analytics > Dashboards (or Performance Analytics > Dashboards if using the classic version).
Click New Dashboard.
Give the dashboard a name.

Step 2: Add Filter by Vendor.

In the dashboard, click Add Filter.
Configure as follows:
Vendor Filter Configuration:

Label: "Vendor"
Type: Single select (or Multiple select if you want multiple selections)
Data to filter: Incident
Field to filter: assignment_group.vendor (use dot-walking)
Display field: Name

Save the filter.

Step 3: Add Filter by Parent.

Click Add Filter again.
Configure as follows:
Parent Filter Configuration:

Label: "Parent Group"
Type: Single select (or Multiple select)
Data to filter: Incident
Field to filter: assignment_group.parent (use dot-walking)
Display field: Name

Save filter

Step 4: Add Visualizations

Add your visualizations (lists, charts, etc.)
Make sure they use the Incident table
Filters will be applied automatically

 

 

Hi @MaxMixali 

What is the need to add Vendor as a filter? It looks like you got a ChatGPT-style answer.

 

 

Field to filter: assignment_group.vendor (use dot-walking)

can u show this in instance,

*************************************************************************************************************
If my response proves useful, please indicate its helpfulness by selecting " Accept as Solution" and " Helpful." This action benefits both the community and me.

Regards
Dr. Atul G. - Learn N Grow Together
ServiceNow Techno - Functional Trainer
LinkedIn: https://www.linkedin.com/in/dratulgrover
YouTube: https://www.youtube.com/@LearnNGrowTogetherwithAtulG
Topmate: https://topmate.io/atul_grover_lng [ Connect for 1-1 Session]

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