Create a default filter for a related list

Create a default filter for the records that load when your related list displays.

Before you begin

Role required: admin

About this task

Note: This functionality is not supported in List v3 related lists.

Procedure

1. Navigate to the related list (example, Incidents on a problem record).

2. Create the desired filter using the condition builder (example, [Active] [is] [true]).

1. Click Set as Default Filter.

Parent Topic:Related lists

Related topics

Select or create records in a related list

Configure when a related list loads

Configure the edit option

Create defined related lists

Add fields to selections in a related list

Create a default filter for list selector records