Project Task - Show Related Project Fields

Niclas · ‎05-02-2017

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 · ‎05-03-2017

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

View solution in original post

Niclas · ‎06-06-2017

Note:

Business Rule for filling out a custom field like u_project won't work if the Project gets created from a template because in this case no Business Rules are fired. See here https://community.servicenow.com/message/1020854#1020854. Calculated field seems to work instead.