Create a default filter for a related list

Related Content

• Select or create records in a related list

  When a form contains a related list, such as the Incidents related list in the problem form, you can select existing records or add new ones in the related list.

• Configure when a related list loads

  If there are many related lists on a form or many records in the related lists, the form may load slowly. You can improve form response times by configuring related lists to load manually, on demand, or automatically, after the rest of the form loads.

• Configure the edit option

  You can configure the edit option that allows users to add records to related lists in forms.

• Create defined related lists

  You can add default related lists to the form for all users to see when viewing records.

• Add fields to selections in a related list

  When you click Edit in a related list and select an item, information about the item appears below the list. You can expand the fields that appear for the item to provide more information.

• Create a default filter for list selector records

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