Contents Now Platform User Interface Previous Topic Next Topic Create a default filter for a related list Subscribe Log in to subscribe to topics and get notified when content changes. ... SAVE AS PDF Selected Topic Topic & Subtopics All Topics in Contents Share 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 beginRole required: admin About this task Note: This functionality is not supported in List v3 related lists. Procedure Navigate to the related list (example, Incidents on a problem record). Create the desired filter using the condition builder (example, [Active] [is] [true]). Click Set as Default Filter. Related tasksSelect or create records in a related listConfigure when a related list loadsConfigure the edit optionCreate defined related listsAdd fields to selections in a related listCreate a default related record selection filter for a related list On this page Send Feedback Previous Topic Next Topic
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 beginRole required: admin About this task Note: This functionality is not supported in List v3 related lists. Procedure Navigate to the related list (example, Incidents on a problem record). Create the desired filter using the condition builder (example, [Active] [is] [true]). Click Set as Default Filter. Related tasksSelect or create records in a related listConfigure when a related list loadsConfigure the edit optionCreate defined related listsAdd fields to selections in a related listCreate a default related record selection filter for a related list
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 beginRole required: admin About this task Note: This functionality is not supported in List v3 related lists. Procedure Navigate to the related list (example, Incidents on a problem record). Create the desired filter using the condition builder (example, [Active] [is] [true]). Click Set as Default Filter. Related tasksSelect or create records in a related listConfigure when a related list loadsConfigure the edit optionCreate defined related listsAdd fields to selections in a related listCreate a default related record selection filter for a related list
