Servicenow filters not saving. LIST) the user does not see the filter.

Servicenow filters not saving The variable becomes mandatory in the form, but it is still possible to save it without populating the variable. Impact Drive a faster ROI and amplify your expertise with Documentation Find detailed info about ServiceNow products, apps, features, and releases. 3 and 4 resource plans with 4 records for that user only. Use the cog wheel to get to the following dialog and make sure the 'follow interactive filters' is checked. LIST. However, if I apply the filter it is not working in the report. Store Download certified apps and integrations that complement ServiceNow. application id. Using demo data in a PDI, navigate to SPW and select the "HR Portfolio". Facilities map filter. For example, adding "Data" to filters will not remain after saving. Private filters can be saved without sharing those filters with others. I know this can be done through inbound action but I have to achieve this through system address filter. Documentation Find detailed info about ServiceNow products, apps, features, and releases. Maybe that customer is you, and you are tired of re-creating the same data over and over. On my CSM portal, I have a table (Data table from URL definition). I am able to get hide buttons on the filter such as save filter, as I know the name of those buttons (. whether i need to customise a dynamic content block filter or interactive filter is enough. In a ServiceNow Workspace, you can filter a List Record using predefined conditions or by applying filters programmatically. As admin, create Documentation Find detailed information about ServiceNow products, apps, features, and releases. Expected result not populating kindly help me on it. I have a client script and a script include that are suppose to populate the list collector with the groups the user in the reference field is in but for some reason it isnt saving and im not seeing why. ServiceNow Learn about ServiceNow products & solutions. Hello, I'm currently working on implementing a new list using the data table widget, and I've encountered some issues with enabling filters. Loading Loading Don’t miss out on this opportunity to streamline your workflow! Start saving your filters in ServiceNow today! Step-by-Step Guide on Saving a Filter in ServiceNow. You can access the Report Designer by typing “report designer” in the Hi All, As described in the example on servicenow docs I have created a UI macro for a custom interactive filter for a string field as below : In the example after this it says to create a custom dashboard object where we will pass the name of this UI Macro but I am unable to see the custom dashboard object in the application menu neither in my personal instance nor in my Documentation Find detailed information about ServiceNow products, apps, features, and releases. I have created a report and save that report. When I select a customer however, I still keep seeing all the cases, so no filtering Select the Choice list type of filter. This name appears in the Add content menu for users adding a filter to a dashboard. The data and slicers show in the visualization reports, but the filters are missing. Click Add or drag the filter onto the dashboard. The selected fields in the screenshot save; any variables I add in addition to these selected fields are And I have implemented the same on my PDI its working fine as expected but in another environment is not working as expected while clicking on calendar, The filter and macro are the same as per the solution posted in one of the community posts for custom interactive filter. And seeking for help. Example below. What should I do When a user navigates to any list view (eg : sys_user. I updated the Edit Roles to This video will teach you to apply, modify, create, and save custom filters. active=true^sys_updated_onRELATIVELT@dayofweek@ahead@15^sys_updated_onRELATIVEGT@dayofweek@ago@15. This is a defect that happens under a very specific circumstance, whereby favorites created to point to a table list will save without the condition filters if those filter conditions were just saved. During the creation of the filter however, it showed the values I wanted to see. Build information: Rome RTP affected instance. Dynamic Filters is a bit underutilized in my opinion. I believe I need custom implementation to enable draft-saving functionality on people forms. The problem is that as an admin I'm able to click the funnel icon on the data table widget to change the filter. It's strange. Please check attachments as I am not able to get the data in filter condition while putting CONTAINS. Click the filter icon to show the filters. Impact Drive a faster ROI and amplify your expertise with ServiceNow Impact. I am trying to setup a default filter for 'Edit members' screen on Control Objective. When we view our "Incidents I'm Watching" filter or "Request I'm Watching" users can see the widget view and open the record in the Employee Center The issue lies not in the ServiceNow product itself, but rather is a result of how the underlying databases are designed to handle certain queries which may be comparing null values. Click on the edit content icon. Thank you for any help I created INTERACTIVE Filter on Cmdb_list table and selected display values as application ID. I am using a dev instance of Fuji. Consequently my UI policy works as if it is --none-- and not what I chose before saving. 2022-01-22, by Maik Skoddow. Select the Filter based on Choice list. Dynamic Filters is a bit underutilized in my Hello @Saravana3 ,. Thank you! The other part that I can't figure out is the difference in Edit Fixed Filter and Edit Filter on Data Visualization. That is correct, this filter just limit list of filter option is not applying any filter. Like OOB Last 7-days , I want custom filter for 15days . I went into the "List Control" and then set the default filter and saved. And when an user with a manager role logs in this filter should not be applied. Look up name: Enter a lookup name for the filter. I've replicated this issue in my PDI using OOB demo data. Store Download certified apps and . ; This will definitely helps you to resolved your issue. When you open the visualization, there is no way to edit the filter, it just loads. Approaches for Interactive Filters on List fields. The part that doesn't work is th I have a widget that holds URL's for the end user. I want to populate incidents ON HOLD but that option is not showing in the filter list. In Power BI Desktop, I set a filter on a slicer (e. I want to filter related list data if the combined table or the parent table have xyz user id which 1. There's a field on sys_filter that specifies the user (it does not appear by default). My requirement is when i click on the "Edit" button in the related list, it should show the filter only for a certain role. I am on a Mac and tried it in Chrome, Safari, and Firefox. If an ITIL user selects multiple incidents it does not save them. Hey everyone, a couple months ago our ServiceNow partner helped us build out some new filters we were wanting under "My Request" on the Employee Center. When we view our "Incidents I'm Watching" filter or "Request I'm Watching" users can see the widget view and open the record in the Employee Center Hi Vespertinus, As per my understanding if you use the custom interactive filter that you created on any dashboard to filter the dashboard data and if you select any value like Yesterday for your date filter then it will be saved next time you open the dashboard you will same value over the interactive filter but that is only for current logged in user as the dashboard user I have a default filter as below in my related list given using the list control option. Business Continuity Workspace Going to Vendor Dependencies UI Action. Open the condition builder by clicking the Show / hide filter icon beside the breadcrumbs. A Go To filter does not work with OR conditions. The only issue is that, when I save the report, all of the variable selected fields go away from the report (removed automatically from the selected box). For more detailed information, see the ServiceNow Wiki article on Using Documentation Find detailed info about ServiceNow products, apps, features, and releases. If I mention full location name in Contains then its not querying the records. I did notice when I try the item in the native view the list collector doesnt populate. Below are the ways to accomplish this: Save or apply the filter. They want users to be able to create a filter but not click on the manage filters button. How can we do this? Hey everyone, a couple months ago our ServiceNow partner helped us build out some new filters we were wanting under "My Request" on the Employee Center. And pull Edit Default Filter and Save. please click on 'helpful' you satisfied with this explanation. The system address filter is not ignoring the emails from any domain. When a user tries to 'Choose field' in the list view filter, the value resets to empty Also intermittently users will not be able to perform export and import functionality. ; Store Download certified apps and integrations that complement ServiceNow. The issue cannot really be attributed to the DBMS (DataBase Management System) either, as these queries are actually being handled as per the current Standard Documentation Find detailed info about ServiceNow products, apps, features, and releases. 2. Support Manage your instances, Filters not saved with multiple tables/fields in the new inline dashboard editor in Enter a name for the filter. Atleast the feature I achieved to create filter to bring the related site location in the filter, but when i apply the location from the filter report is not fetching the exact data related to given filter. If I mention some word from the location name then it is querying the records. After that I have created a dashboard and then I clicked to edit button and then i clicked on add new element and this option gives me menu like which type of widget you want to add so i select data visualisation and then i have selected saved data visualisation and i try to search my saved report but it is not showing my Documentation Find detailed info about ServiceNow products, apps, features, and releases. Steps to Reproduce Navigate to Incident > Open. Hi @yoli1 . ; Partner Grow your business with promotions, news, and marketing tools for partners. When we select multiple choices in the breakdown, dashboard doesn't show the data for all choices. Check if the interactive filter settings align with the expected parameters for the incident state field. Learn how to save a filter in ServiceNow with this easy-to-follow guide. It only works if you create the 'Default Filter' directly, for example going to pm_project. The interactive filter is not filtering based on a custom field. However I have to set the variable mandatory if task state is: Pending. Adding a value, saving, and then removing the value There's a field on sys_filter that specifies the user (it does not appear by default). I right click and open the widget but it is only a search widget and does not have the filter as an option to edit If you want to do for another table you can create your owns filters depending on the table, If you want to filter depending a Reference table just remember you need your filter to target the reference table not your source table, as example for filter the field "Assignment Group" in your Incident Table, the dynamic filter target the "sys_user Documentation Find detailed info about ServiceNow products, apps, features, and releases. It looks like I'll have to modify the form widget, edit the script to include a 'save as draft' button and then add the logic to To save or share a filter: Create or modify a filter. Although you can use a particular field that need to be checked and use Documentation Find detailed info about ServiceNow products, apps, features, and releases. This will apply to all users. ; Impact Drive a faster ROI and amplify your expertise with ServiceNow Impact. When performing a search on a field on this table, the search condition gets applied only to the last "OR" condition in the filter. Or if they do Quick vid showing you how to create and save a personal filter on a list view in ServiceNow. I have created a 3 interactive cascading filters out of these one is not working properly, (all 3 are LIST type fields and multiselect), If I select any option from filter, no data will display in report. e. Learning Build your skills with instructor-led and online training. Hi, I have a workspace UI action that creates an unsaved incident record from a case. We are using Time series widget. Release ALL Cause After an ServiceNow Learn more about ServiceNow products and solutions. Atleast the feature I created a list collector variable which adds up a filter , I tried adding the no_filter in the variable attribute , when i try that its not saving , and i cannot see ref qual condition on that list collector variable , I can only see Ref Qual Documentation Find detailed info about ServiceNow products, apps, features, and releases. It might be because of first filter that you uses with Sys_id, will suggest you to please verify with sys_id of 2nd and 3rd record you will get in resultant filter. This means that when you select a value in the first filter, it will dynamically update the Documentation Find detailed information about ServiceNow products, apps, features, and releases. When I hit save I get a pop up and progress bar. 1 - details about a business application (approval group, support group, environment, etc) - using cmdb_ci_business_app table 2 - details of servers related to a business application. I can rearrange, add, and remove fields. However, there are some workarounds I will introduce in this article. Maybe you have a group of reports that have 4, 6, 8 or so filters that are the same and you have forgotten to edit one or two when making a change Documentation Find detailed info about ServiceNow products, apps, features, and releases. Additionally, verify that there are no conflicting scripts or rules that might override Explore or interfere with the filter functionality. " as a default set filter from the link type in module menu. Please suggest Our platform is having this issue after upgrade where the filters are no longer visible. Let us say this drop down has option 1, option 2 and option 3. When a user logs in he/she chooses option 3. Please let me know, is this expected behavior or not. Click Save to update the report with the interactive filter. Articles, Blogs, Videos, Podcasts, Share projects - Experiences from the field Hi there, Dynamic Filters, a functionality within ServiceNow that has been around for a while now. The table displays records as per the query in the URL. Hi All, Could someone advice on why certain filters wouldnt show up when creating a Visual Task Board. When users try to create a new filter, in a list view like HR table, the filter will not save. ServiceNow Learn more about ServiceNow products and solutions. In theory, I understand it but not in use. We don't have an option to have a dynamic default filter value. ) Add the default filer and save. Give a report with interactives filters for each fields, is not the same functionnality that a dashboard where you can select a "request" record in sys_filter. When I click "edit" on Control Objectives, I can see the default filter is shown as picture below, BUT the records don't get populated on Collection column until I hit the "Run Filter It shows: "Related list is empty". If you want to do for another table you can create your owns filters depending on the table, If you want to filter depending a Reference table just remember you need your filter to target the reference table not your source table, as example for filter the field "Assignment Group" in your Incident Table, the dynamic filter target the "sys_user We all have those customers, you know, the ones with 10 reports that have a very small difference, but at its core is the same data. However, one common way to create a report is to use the Report Designer tool, which allows you to create and customize reports using a graphical interface. When the bar is completed it takes me back to the form designed will all my changes reverted. Through a business rule, after manually saving the incident, the case should get populated with a work note saying "incident has been associated with the case", this part works. On the left-hand side, locate the filter menu. But the data on the widgets resets to default filter. "<variable name>" is --none-- ). do not show blanks), save the "visualization report," then publish all reports to the service through the API, and the filters are not saved in the reports in the service. I tested this on formula and auto indicator, both are not working. . It works when we select single element. so if anyone can suggest some solution it would be helpful We're trying to create a Portfolio Plan in SPW that is filtered for specific projects by project number, but the filters are not working. Upon the page load, I'm displaying data using server-side code as shown below: javascript var Documentation Find detailed info about ServiceNow products, apps, features, and releases. The Devvies 2025 are here! Celebrate your hard work and innovation by submitting your apps today. The links will save if only one is added/updated at a time, if the end user adds or modified more than one, none of the changes save. Open the report that you created earlier and click Edit. I save this to then setup my Catalog UI Policy Actions to show or hide the field , the condition then defaults back to " --none-- " (see second screenshot) as the variable name (i. Hi folks, How to add this filter on PA dashboard. In workspace, how to filter List Record with filter in Developer forum a week ago; Failing Widget errors while filter out record in Developer forum 2 weeks ago; Related list shows number of records but not the records itself in Developer forum 3 weeks ago; Filter records in incident with "words" in Note/Activities Loading Loading Documentation Find detailed info about ServiceNow products, apps, features, and releases. What you can do if you need it to also apply to data is to apply also same filter on the individual data visualisations. Get step-by-step instructions to save your filter and make the most of ServiceNow. save-filter-btn) but I do not know the name of the managed filter button so I cannot add it to the CSS to hide. Let me know in case you need to understand the flow or you can DM on LinkedIn. I want to judge whether the record meets the filtering conditions before setValue. I used a UI Policy with setMandatory in the script. When adding filter conditions in flow designer such as '<field_name> is ' and the right field is empty, the condition will not be saved. For reporting purposes, therefore, many users would like to have at least interactive filters on a dashboard that can be used to reduce a list based on the selected elements. In the Filters list -> the new filter is not showing, This issue however, is not affecting admin users. Here’s how: Access the Filter Menu: Log into ServiceNow and navigate to the desired app. (2) Add the interactive filter to the dashboard by selecting the plus sign (top right of the dashboard) and add the interactive filter (interactive filter > choice list > Incident Category - Multiple). LIST) the user does not see the filter. Select the filter you want to add. 'Default Filter' is not being saved for hierarchical list on dashboard. By sys_filter, user can save a specific request and use all time without to create it again. I have used "Ignore Sender" and even created custom address filter and added it to deny certain domain emails. We probably all now Dynamic Filters like "Assigned to is (dynami Documentation Find detailed info about ServiceNow products, apps, features, and releases. It you select view all, you can change any part of the filter, fixed or not. Give a proper name and description to the interactive filter. hi all, i created a new dashboard that contains 2 reports. You can still select them and hover over them, so I believe there is an issue with the font or background but can not find where to edit this. On this form, default filter is not present oob , so if you don't see it then personalize the form and get it (to do this right click on the firm header, on the list control form, then configure -> Form Layout. For the filter I use "Customer_account" as reference table. Description The interactive filter is not filtering based on a custom field. Loading Loading As for the reference field you are referencing to a record not to a column/field value so its not possible to use "is one of" filter while using the reference field. Store Download certified apps and Loading Loading Documentation Find detailed information about ServiceNow products, apps, features, and releases. I am designing a widget where the user will select an option through the drop-down filter. i was not able to find them . On a Dashboard with an interactive filter, after checking / selecting a value from the Interactive Filter, the data is getting filtered as expected. I've spent a Dear Community Members, Can anyone please check what's wrong here, during testing on reports not getting desired results to provide group names as filter condition (here dispalys- 'All>Assignment group is (empty)'- Screenshot attached) & their associated records of which logged-in user are NOT member of those groups. If a list URL opened in Agent workspace opens the list and is saved with the list action Save as, all filters applied on the shared list are removed after saving. Under the Choice List tab IS there a way to have the Save Filter for users in Workspace. For referencefields, reference qual are used,Records that do not meet the conditions cannot be selected on the UI. If this solution resolves your query, kindly mark it as the accepted solution and give it a thumbs up. When I tried with another filter, I got to see a list of customers in the dashboard. filters may not work if there are access control policies or user roles preventing filtering on certain records. Add a I have applied a filter with the logic statements "All of these conditions must be met" and "OR all of these conditions must be met. Added the target table is INCIDENT and selected the filed Configuration item. Issue Description: Agent Workspace: Filters not getting save for "List-Simple" component in the UI Builder Steps to Reproduce Hop into any OOB Rome version Documentation Find detailed info about ServiceNow products, apps, features, and releases. Select the UI control type according to the requirement. Partner Grow your business with promotions, news, and marketing tools for partners. please find SS. Partner Grow your business with promotions, news, and marketing tools. Optional: Click the Pin icon to pin the filters to make them easier My Form design is not saving my changes. After doing some digging this actually seems to be a Scoped Table issue. I only want to show those 4 records under that related list for that specific xyz user id. Click Update to save the widget. But use glideRecord. The Filter component provides a unified filter experience for all other components in a workspace, including data visualization components that show data from either tables or indicators. Click Submit to save the filter. We would like to show you a description here but the site won’t allow us. Revival of the "System Diagnostics" Homepage Articles, Blogs, Videos, Podcasts, Share projects - Experiences from the field Hi there, Dynamic Filters, a functionality within ServiceNow that has been around for a while now. So this feature isn't OOTB. Please see the attachments. If it is blank, it becomes a global filter (out-of-box global filters include Active, Active - Unassigned, etc. - using cmdb_rel_ci table I also created an interactiv On a record, checking or unchecking on a checkbox field and then saving it does not save, or variables on the variable editor on a [sc_req_item] or [sc_task] record do not get saved or behave oddly, e. The ic Loading Loading For reporting purposes, therefore, many users would like to have at least interactive filters on a dashboard that can be used to reduce a list based on the selected elements. After making changes to a field and saving the form, the field does not save the value you had entered. I have a question related to Filters , I'm trying to save a filter , but when i save it and go to list title menu and check for saved filters. I, as an admin, can add multiple incidents and they save just fine. Edit the portfolio plan, and navigate to the "Add filters" section. In the Default value field, select a default value for the filter, such as – None --. There are different ways to create a report in ServiceNow, depending on the type, source, and format of the report. -Script include: (Client callable- true); We have a breakdown as filter on a dashboard. g. It should be allowed for an Interactive Filter - for anything that's a choice or reference (that exists on the correct table) Try this: And save, then in Interactive Filter References at the bottom, create a new one for the Incident table (or whichever table you want to filter) by pointing it to the table name and the field that will hold the user: The Filter component provides a unified filter experience for all other components in a workspace, including data visualization components that show data from either tables or indicators. Next time when the user logs in, by default option 3 should appear in the filter. But as a csm agent I'm not able to click the funnel icon. It works fine if task state is closed complete, the task cannot get closed if the variable is not filled. Since I apply same filter on 'alm_hardware' table, I am feeling that result I got is accurate. Impact Accelerate ROI and amplify your expertise. Support Manage your instances, access self-help, and get technical support. Yes, in ServiceNow dashboards, you can set up interactive filters to follow one another, creating a cascading or chained filter effect. Use this name to help organize your filters. for Incidents and similar tables). Ensure that the filter logic is properly defined and matches the data structure in the backend. OOTB ServiceNow does not offer interactive filters for list type fields. Below is the code, I can't see where I'm going wrong unless there is something in the server script The system address filter is not ignoring the emails from any domain. Outside of the Playbook Experience scope, any custom Action Assignment on a User Form Activity that uses the 'Complete Activity' record for the Client Action will not be able to save the form AND complete the Activity. I created a report in the INC table added both filter and report to a dashboard. One issue that I've noticed so far, is that Filters do not seem to save the changes applied to them. below is the scripts: Documentation Find detailed info about ServiceNow products, apps, features, and releases. setValue(record'sys_id); The record does not meet the filtering conditions,But his value is still normally set. I have Documentation Find detailed info about ServiceNow products, apps, features, and releases. In the Interactive Filters tab, click Add interactive filter and select the filter that you just created. When a user navigates to any list view (eg : sys_user. Anytime I change, it defaults back to Using the Configure List Controls I added the Edit button to the Incident Caused By Change tab so a user could select multiple incidents. This name appears on the dashboard widget for the filter. But still system is processing it. If you do not specify a lookup name, the Name value is used instead. The current filter is indicated by a hierarchical list of conditions—breadcrumbs Documentation Find detailed info about ServiceNow products, apps, features, and releases. The current filters i have : Assignment group = L2_CLOUD_INFRA, Active, State in (Pending, Open, Work in The employee centre is heavily customised and does not use catalog items, it uses people forms. I m trying to get list of records which are not updated with in 15-days , exclude today. Steps to Reproduce 1. Learning Build skills with instructor-led and online training. Saving filters in ServiceNow is essential. xzzetr xvmg ncrzkxh vpjmq dbo whcz axepgf eacgd rxqcz tcmidaj