If you are creating a record from a filtered list, you'll notice that some fields on the record automatically populate based on the filter conditions. For example, if the filter on the Incident list is [Priority] [is] [1 - Critical] and you click New, the Priority field automatically updates. Here's what your new incident will look like:
If you are using filter conditions with the = operator, all of your values with the = are taken by default when you click on the New button. This is an enhanced feature and designed to behave this way. If you remove the =, this will prevent these value from populating.
Knowing how to add or remove the right filter conditions can help you set the correct default values when creating a new record. To keep in check the different ways to set your conditions, follow the guidelines below.
How to set filter conditions:
- The current filter is a hierarchical list of conditions, also know as breadcrumbs, at the top of your table.
- Breadcrumbs are ordered from left to right, with the far left condition being the most general and the far right condition being the most specific.
- Clicking a breadcrumb removes all of the conditions to the right.
- Clicking the condition separator (>) before a condition removes only that condition.
Finally, clicking, ALL on a table the table above, for example, removes all conditions and returns all incidents in the system. Use this to ensure certain fields are not auto-populated when creating a new record.
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