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.

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.

Procedure

  1. Right-click any column heading and select Configure > 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. Select 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.