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05-27-2025 04:12 AM
Is there a way to add a default filter to the red-marked area for any field for users? The filter should be there as a default value and can also be removed by the user.
Solved! Go to Solution.
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05-27-2025 04:14 AM
Hi @Elvin_Salim
If my response proves useful, please indicate its helpfulness by selecting " Accept as Solution" and " Helpful." This action benefits both the community and me.
Regards
Dr. Atul G. - Learn N Grow Together
ServiceNow Techno - Functional Trainer
LinkedIn: https://www.linkedin.com/in/dratulgrover
YouTube: https://www.youtube.com/@LearnNGrowTogetherwithAtulG
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05-27-2025 05:09 AM
The max you can do is -> you can add reference qualifier to that reference field and it will show only those filtered records
but if you apply the reference qualifier then users cannot remove and they won't see ALL records
It's OOTB platform behavior.
If my response helped please mark it correct and close the thread so that it benefits future readers.
Ankur
✨ Certified Technical Architect || ✨ 9x ServiceNow MVP || ✨ ServiceNow Community Leader
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05-27-2025 05:11 AM
Hi @Elvin_Salim
I think it’s not possible, and this is the expected behavior of the platform.
If my response proves useful, please indicate its helpfulness by selecting " Accept as Solution" and " Helpful." This action benefits both the community and me.
Regards
Dr. Atul G. - Learn N Grow Together
ServiceNow Techno - Functional Trainer
LinkedIn: https://www.linkedin.com/in/dratulgrover
YouTube: https://www.youtube.com/@LearnNGrowTogetherwithAtulG
Topmate: https://topmate.io/atul_grover_lng [ Connect for 1-1 Session]
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05-27-2025 04:55 AM
Hi @Ehab Pilloor,
It applies to the table itself, not to the reference field's lookup window.
BR,
Elvin
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05-27-2025 04:24 AM
Adding a default filter to a list view is a great way to streamline user experience by showing only the most relevant data upfront. The exact method depends on the platform you're using, but here are some general approaches:
For SharePoint / Microsoft Lists:
Open the list → Click ‘All Items’ → Choose ‘Edit current view’
In the filter section, define your default filter condition (e.g., Status = Active)
Save the view as default, so all users see the filtered list by default
For Power Apps (Gallery/List):
Set the Items property of the gallery to something like:
powerapps
Copy
Edit
Filter(YourDataSource, Status = "Active")
This acts as a default filter when the screen loads
For Salesforce List Views:
Go to the object tab → Click the gear icon → Select 'New View'
Set filter criteria and make sure to select “Set as default view”
For custom apps (React, Angular, etc.):
Apply default filter logic inside your data-fetching method or useEffect() so the UI loads pre-filtered results.
Bonus Tip: Always allow users to remove or change filters easily—defaults should guide, not limit.
Let me know what platform you’re using so I can give a more specific solution!
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05-27-2025 04:51 AM
I believe there is no suitable solution regarding this SN article:
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05-27-2025 05:09 AM
The max you can do is -> you can add reference qualifier to that reference field and it will show only those filtered records
but if you apply the reference qualifier then users cannot remove and they won't see ALL records
It's OOTB platform behavior.
If my response helped please mark it correct and close the thread so that it benefits future readers.
Ankur
✨ Certified Technical Architect || ✨ 9x ServiceNow MVP || ✨ ServiceNow Community Leader