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.

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.

Parent Topic:Related lists

Related topics

Select or create records in a related list

Configure when a related list loads

Create a default filter for a related list

Configure the edit option

Create defined related lists

Add fields to selections in a related list

Configure reference qualifiers

Condition builder