Add related list conditions

Related list conditions allow you to include a relationship with another table in the filter. Related list conditions are supported only in List v3.

Before you begin

Role required: none

About this task

You can optionally include conditions on the related table. For example, you can filter active problems with one or more related incidents that are in the Canceled state. Another example is to filter incidents with a breached service level agreement (SLA).

The List v3 filter contains two sections, one for the current table conditions and one for related lists conditions. You can include only one related table in the query, however, you can add multiple conditions for that table.

The easiest way to understand the parts of a related list condition is to use an example. The steps below use the example of open problems with some number of related incidents. You can perform these steps for any list view that supports List v3.

Procedure

  1. For this example, navigate to Problems > Open.
  2. Open the list filter and select the conditions for the current (Problem) table.
    The [State] [is] [Open] condition is already added.
  3. Click RELATED LISTS CONDITIONS to expand the section.
  4. From the choice list, select the table relationship to include in the query.
    For this example, select Incident>Problem. You can select any table that you have access to view.
  5. To select a quantifier, click Greater Than Or Equal To 1.
    The Quantity popover opens.
  6. Select a quantity, enter number of records in the related table that must match, and then click X to close the popover.
    The default number is 1. Following are descriptions and examples of each quantifier for this example.
  7. (Optional) Enter one or more conditions for the related table. Click New Criteria to add another condition.
    The following image shows the example of filtering for problem records with more than two related incidents that are critical priority.
    Note: You cannot perform a keyword search in a related table condition.
  8. Click Run to execute the filter query.

Result

The breadcrumb displays Related List condition.... Open the filter to view the related list query statement.
Note: If List v3 is disabled for a list with a related list condition query in the default filter, the filter edit function is disabled. Remove the related list condition to enable list filter editing.