7 Replies Latest reply on Jan 28, 2019 5:59 AM by Mariusz.Maniak

    Filtering pop-up window

    Mariusz.Maniak Expert

      Hi all,

       

      I'm starting learning ISM, so I'm starting with questions

      Is it possible to filter pop-up window?

      idea is:

      Manager wants to assign ticket to analyst, so quick action "assign to..." is used.

      in popup window team and owner are visible:

      is it possible to filter new owner list by team selected above?

       

      In action settings I can set up expression for owner list:

       

      $(Prompt("Incident Owner",  "DisplayName of Employee"))

       

      so if it could be like:

       

      $(Prompt("Incident Owner",  "$( "Employee by team,  new team"))"))

       

       

      Ok, easiest way in this case  is to change owner on incident window, but this is only example

        • 1. Re: Filtering pop-up window
          Paul.Shields SupportEmployee

          This is possible  You will want to make sure the constraints of your picklist being used in the prompt are defined correctly.

           

          Example information to use in an Update Quick Action:

           

          Field: Team

          Value: $(Prompt("Select Team", "Team of StandardUserTeam used in Incident"))

           

          Field Owner:

          Value: $(Prompt("Select Owner", "DisplayName of Employee with LoginID value by Team"))

           

          The Owner values are filtered based off of the Team value being selected. 

           

           

           

          In the above example, the constraints on owner are:

           

          • 2. Re: Filtering pop-up window
            IJU Expert

            Hi,

             

            just make sure, that the field you are validating on is being used in the Quick Action. Because usually you would use the picklist just for a field on a form where it finds the field it validates on is found on the form. For a prompt this only works if you're using this field in the Quick Action. If not visible via prompt you should at least use it and maybe just fill it with its value again.

             

            I hope this makes sense.

             

            Kind regards

            Immanuel Jungheim

            Senior Consultant

             

            ITSM Group – Be Better.

            www.itsmgroup.com

            • 3. Re: Filtering pop-up window
              Paul.Shields SupportEmployee

              Immanuel, You can reference a field selected on a form in the Prompt Quick Action.  That will constrain based off of the value that was previously selected on the form.  If you need to change for example the Team and Owner through the Prompt quick action then you will need to provide the picklist for each field in the quick action so the constraints still exist.  Regards, Paul

              • 4. Re: Filtering pop-up window
                IJU Expert

                Hello Paul.

                 

                That's what I tried to say, thanks

                 

                Kind regards

                 

                Immanuel Jungheim

                Senior Consultant

                 

                ITSM Group – Be Better.

                www.itsmgroup.com

                • 5. Re: Filtering pop-up window
                  Mariusz.Maniak Expert

                  Hi Paul,

                   

                  Thanks for response, it works!

                   

                   

                  But...

                   

                  Next question is how to recognoze users on pick list.

                   

                  On image, on user list You have ie. Chis Tracker. "Tracker" isn't very popular surname in Poland, but "Nowak" is. My customer has 15x "Adam Nowak" on employee list, and they really different persons

                   

                  In ISD there was a "diplay template" which could be turn on on field, to display additional info, so employee list could look as:

                   

                   

                  Adam Nowak

                   

                  email: [email protected]

                   

                  empl. nr: 12345

                   

                  Adam Nowak

                   

                  email: [email protected]

                   

                  empl. nr: 54321

                   

                  Adam Nowak

                   

                  email: [email protected]

                   

                  empl. nr: 99999

                   

                  So I can choose proper person from list.

                   

                  Is it possible in ISM as well?

                   

                  Or, I need to create a field on Employee object to calculate ie. Display name, mail and empl. number:

                   

                  and set this as display field on pick list:

                  • 6. Re: Filtering pop-up window
                    IJU Expert

                    Hi Mariusz,

                     

                    the best practice would be to have the display field on the Employee Business Object be calculated something like the following:

                     

                    Surname + Firstname + (LoginId)

                     

                    Then use this display field as the display field on each picklist. But yes. You are right. There is no other way. Only if you put a label on the form to show additional information to each selected employee. But for that you'd have to actually select one first.

                     

                    Kind regards

                    Immanuel Jungheim

                    Senior Consultant

                     

                    ITSM Group – Be Better.

                    www.itsmgroup.com

                    1 of 1 people found this helpful
                    • 7. Re: Filtering pop-up window
                      Mariusz.Maniak Expert

                      Immanuel,

                      Thanks for response, so I'm statring calculations

                       

                      M.