Search using short description inside Task field for New Resource Assignment

[Phi Nguyen]

Is it possible to search using short description inside Task field for New Resource Assignment inside Resource Management Workspace?

[MackI]

HI @Phi Nguyen 

Yes, based on the documented functionality of task fields within ServiceNow Project Portfolio Management (PPM) components, it is possible to search using the Short description inside the Task field lookup when creating a new resource assignment, as the Task field is defined as a composite field.
Here is an elaboration of this functionality in the context of Resource Management Workspace (RMW):
Task Search Functionality
1. Resource Assignment Context: When creating a resource assignment, the New Resource Assignment form is used, and it contains a mandatory Task field. This field requires the user to select the task from the list to associate the resource assignment. Resource assignments can be created in the Resource Management Workspace (RMW).
2. Composite Field Structure: The Task field is consistently implemented in ServiceNow as a composite field. This type of field combines information from two fields in a table to form a single field. For example, the Task field on lists (such as Project Tasks list) displays the short description and the task number.
3. Search Capability: The search functionality enabled for a composite field explicitly covers both primary components:
◦ Searching is enabled for both the short description and the number.
◦ Therefore, when you use the lookup functionality in the Task field on the New Resource Assignment form to find a specific project task or demand task, you can search using keywords found in the Short description of that task record.
In contrast, while sorting on a composite field is based only on the short description and not the number, searching works across both elements.
Note on Data Model: The Task field in the new resource assignment form is referencing a task record that will typically originate from tables like Project Task [pm_project_task] or Demand Task. The short description is a fundamental field on these task forms

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[Phi Nguyen]

Please provide the steps to achieve this.