5 Replies Latest reply on Apr 20, 2018 10:08 AM by DTurner

    CI Service Filter - By Status

    Dan_Mills Apprentice

      Hi all

       

      We have a Business object for CI.Service which has all of our services listed regardless of Status - Operational, disposed etc.

       

      We then link the Change/Incident/Problem to the relevant service.

       

      The selection is currently showing all Services however I'd like to filter it so it only shows the ones with "Operational" as the Status.

       

      I'm not sure how I apply this filter, whether its in the change/incident/problem module or the Service module itself.

       

      Many thanks

       

       

      Dan

        • 1. Re: CI Service Filter - By Status
          DTurner Expert

          Where exactly is the selection you are referring to, Dan?

          e.g. looking at a list, dashboard, related objects panel, linked on a form....

          • 2. Re: CI Service Filter - By Status
            Dan_Mills Apprentice

            Hi Dec

             

            Sorry for being Vague

             

            It's under the main change form:

             

            With the below on the properties:

             

             

            If you need any more info to help, please let me know

             

            Thanks
            Dan

            • 3. Re: CI Service Filter - By Status
              DTurner Expert

              Sorry Dan, forgot to reply to this yesterday

               

              I can see 2 main ways you could filter; on the link field directly or through the relationship:

              Link Field

              Go to the form and select the control. Go to the properties and click on 'Filter Expression'. Add whatever filter is desired e.g. $([OtherObject]Status = "Operational")

              Note: This is control level only, so something not matching this filter could still be linked, e.g. via a quick action or child panel:

              Relationship

              If you wanted this to be more thorough, you could add a filter on the relationship which prevents matched items displaying on that record (useful if the relationship is only used for one purpose; potential to break any background tasks that depend on this relationship).

              Go to the relationship. Click next to where it says "Condition". Add in your filter as needed.

              • 4. Re: CI Service Filter - By Status
                Dan_Mills Apprentice

                So I'm going to need your email address Dec...

                 

                The 2nd option worked perfectly.

                 

                Can you take a look at my UAT Database issue please?!

                • 5. Re: CI Service Filter - By Status
                  DTurner Expert

                  I did spot that post but the setup at my place is a Cloud solution so probably best for me to defer to someone with more experience