Cannot Filter by new field in a Portfolio Plan

detsportsczar
Tera Expert

Hello, we have added a new column to all planning items tables (Core Planning Items, Demand, Epic and two custom tables).  We can edit the plan to filter by this field, however once we are in a plan and try to filter - the field is ONLY available if the plan settings only contain Demands.  If we update it to include any other planning items types, we can no longer filter inside the plan by that field.  Any ideas on if there is a set to get a field to appear in the filter?

 

 

 

We want the field to be available in the Filter Option when it includes planning item types besides just Demands.

detsportsczar_2-1715353117872.png

 

1 ACCEPTED SOLUTION

shiwan_agrawal
ServiceNow Employee
ServiceNow Employee

Hi @detsportsczar 

 

1. Is this new field is of a choice-list or reference? I am asking because currently, only these 2 types of fields are being supported in the filter option (As per your screen).

2. Have you added the field to make it available on personalise column?

shiwan_agrawal_0-1715663319179.png

Regards,

Shiwan Agrawal

View solution in original post

2 REPLIES 2

shiwan_agrawal
ServiceNow Employee
ServiceNow Employee

Hi @detsportsczar 

 

1. Is this new field is of a choice-list or reference? I am asking because currently, only these 2 types of fields are being supported in the filter option (As per your screen).

2. Have you added the field to make it available on personalise column?

shiwan_agrawal_0-1715663319179.png

Regards,

Shiwan Agrawal

Ok - this makes sense, it is not a choice-list or reference.  Thank you.