Project Task - Show Related Project Fields

[Niclas]

On Project Task the field "Project" is a not a usual reference field, but a Composite Field. On Composite Field, Dot-Walking does not seem to be available in the list filter options

• As an Analyst, I can't report on Project Tasks by fields that are defined on the pm_project table. For example as a Project Manager I can't build something like "Project Tasks in State Pending where Project.Project_Manager (is dynamic) Me"
• As A Developer, I also need Dot-Walking. E.g. I might need to create an ACL that the a specific field of an Project Task can only be updated by the Project Manager. Or that some Business Rules for Project Task may only be triggered if the Project Budget is greate than 1 Million $.

Dot-Walking to reference fields is such a basic ServiceNow feature. Is there really no out-of-the-box way to dot-walk from a Project Task to the Project Fields? Do I really need to build a custom Field u_project which is a true Reference Field to use this basic functionality?

[sachin_namjoshi]

Hi,

There is OOB column (project) on pm_project_task table which can be used to dot walk project columns.

https://<your_instance_name>.service-now.com/pm_project_task_list.do?sysparm_query=projectLIKEPRJ112...

Regards,

Sachin

[sachin_namjoshi]

You can dot walk from top task to project columns.

https://<your instance name>.service-now.com/pm_project_task_list.do?sysparm_query=top_task.ref_pm_project.project_manager%3D1a0c724bd0e374402ed16581f873a454

Regards,

Sachin

[Niclas]

Hi Sachin,

This worked when I copied the link. However how can a End-User Navigate to "ref_pm_project"?   It is not shown in the Condition Builder. This is also not a Column defined in the Dictionary.

"Top Project" is referencing "Planned Task" and therefore fields defined directly on pm_project like project_manager can not be choosen in the Condition Builder.

[sachin_namjoshi · Accepted solution]

Hi,

User can create bookmark or save filter with   list view results so that user can load results any time.

https://<your instance name>.service-now.com/pm_project_task_list.do?sysparm_query=top_task.ref_pm_project.project_manager%3D1a0c724bd0e374402ed16581f873a454

I agree that OOB there is no direct reference of project reference on pm_project_task table. You will have to create one referene field on pm_project_task table for storing project reference and add business rule to populate project sys_id on pm_project_task table.

After you create this custom ref field on pm_project_task, you can run one time fix script to populate project references for existing records.

Regards,

Sachin