Indeed, it is entirely feasible to have a predefined filter automatically apply when opening a specific list layout. However, the platform manages list filters and list views as distinct configurations.
While a View specifies which columns are visible, the Filter is typically driven by the Module (the navigation link clicked in the sidebar) or a User Preference.
Here are the steps for predefining the Filter via Navigation Modules
- If users access this view by clicking a link in the application navigator, you can configure that specific link to open both the exact view and apply default conditions.
- Locate the Module: Elevate your role to admin, navigate to System Definition > Modules, and open the module record that users click to access this list.
- Under the Link Type tab, ensure the Link type field is set to List of Records.
- In the View name field, type the exact name of your view (e.g., self_service).
- Build the Default Filter: Utilize the Filter condition builder directly on the module form to incorporate your predefined filter logic
- Click Update. Subsequently, clicking that specific navigation link will automatically enforce both your column layout and the filter.
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