Create a default filter for list selector records
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- UpdatedFeb 1, 2024
- 1 minute read
- Washington DC
- Navigation and UI
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
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.
- Create a default filter for a related list
Create a default filter for the records that load when your related list displays.
- 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.
- Configure reference qualifiers
- Condition builder
A condition builder constructs a condition statement with a series of contextually generated fields. Condition builders are used in many operations, such as creating filters, administering surveys, and administering access control.