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Create a default filter for a related list

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Create a default filter for a related list

You can create a default filter that is applied to a related list when a form loads.

Before you begin

Role required: admin

About this task

Note: This functionality is not supported in List v3 related lists.

Procedure

  1. Navigate to the related list (example, Incidents on a problem record).
  2. Create the desired filter using the condition builder (example, [Active] [is] [true]).
  3. Click Set as Default Filter.
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