Create a default related record selection filter for a related list

You can set a default filter to restrict which related records users can select. Default filters are simple to set up but lack a dynamic filtering element, which prevents the end user from changing the default filter.

Before you begin

Role required: personalize_list

About this task

A filter is used to restrict the records that are listed in the slushbucket that displays when a user clicks Edit in a related list.

Figure 1. Unfiltered list of records
Unfiltered list of records

Procedure

  1. Perform the appropriate action for the list version.
    VersionAction
    List v2 Right-click any column heading and select Configure > List Control.
    List v3 Open the list title menu and select List Control.
  2. Configure the List Control form to add the Edit default filter field, if necessary.
  3. In the Edit default filter field, use the condition builder to create a default filter.
  4. Click Update.
    When users click the Edit button in the related list, the list of records they can select is filtered according to the default filter.