Reference Filter
A reference filter is a reusable configuration that filters the available records shown on a Service catalog reference or multi reference type Question (for more information on Service catalog and Questions, please refer to Catalog item). As an example, if you need to restrict the available options on a service catalog question referencing the location table to only locations in a certain country, you will need to configure a reference filter for the Location table that has that restriction and then have the relevant catalog question(s) have it populated.
For equivalent functionality for regular forms like Incident, CMDB, etc, please refer to the Reference qualifierReference qualifier article.
Creating a reference filter
To create, navigate to Application > Field > Reference filters and populate the following:
Field Name | Description | Sample value |
|---|---|---|
Name | Name of the reference filter | Location must be selectable |
Table | Table that has the field this reference filter runs on (this will make it available for questions that reference this table). | Location |
Active | If active, this reference filter is applicable to the catalog question referencing it | Yes |
Condition | Condition builder, runs on the nominated Table. NOTE: This is evaluated together with what you return in the Script field (if any) | 
|
Script | When you need to qualify based on another catalog question’s answer on a catalog form or any other condition that condition builder does not support, you will need to populate the Script field. On the script:
NOTE: This is evaluated together with what you configure on the Condition field (if any). In the example provided, it will look for selectable locations and ones that match the country they selected in a catalog question with the name “Country”. For more information about Table record query, please visit Table API (Server) | AND ( EQUAL("Selectable", true), EQUAL("Country", current.Country())) |
Linking a Service catalog question to a reference filter
Once a Reference filter is configured, it can then be used on one or more Service catalog question(s) that is referencing the Table that the Reference filter is for. E.g. if your Reference filter is for the Location table, then the filter can be applied on catalog Questions of type Reference, that references the Location table. To do that:
- Navigate to the Catalog question record you want to configure to be filtered
- On the “Reference filter” question, pick the Reference filter you had just configured and save your changes
Below shows a sample screenshot of how it looks like on the Catalog Question configuration form:
