Show filtered demands in the 'Portfolio Planning Workbench'

[Shrey hurana]

I need to show only those demands under 'Timeline View' of Scenario Planning for the demands where the Description contains 'Critical' Keyword.

I know we can use the filter icon in order to get only specific demands but is it possoble to put the permanenet filter and show only those demands

[SasankaV]

Hey @Shrey hurana , I worked with a similar use case before in my experience at Work4flow. Use the following steps to resolve this:

• Create a Scripted Filter. Navigate to System Definition > Script Includes.
• Create a new Script Include to define the filter criteria.

Example:

var DemandFilter = Class.create();
DemandFilter.prototype = {
    initialize: function() {},
    
    filterCriticalDemands: function() {
        var gr = new GlideRecord('dmn_demand');
        gr.addEncodedQuery('descriptionLIKECritical');
        return gr;
    }
};

• Navigate to Portfolio Planning Workbench > Timeline View.
• Customize the view to use the new filter.

Give this a try, and let me know if it doesn't work. I'd be happy to assist.

[Shrey hurana]

Thank you very much @SasankaV for the response.

I have added the script include in my instance, but can you please help me how to customize the view on Portfolio Planning workbench in order to see only filtered demands.