Is it possible to change default filter on custom related list?

Ankita Kolhe
Tera Contributor

‎11-10-2024 11:23 PM

Hi Community,

 

I have created a custom related list to display records where Date Status= Current. However, I should be able to change filter example: Date Status= Former.

 

Custom Related list:

AnkitaKolhe_2-1731309461550.png

Related List: 

Default query: Date Status= Current

AnkitaKolhe_0-1731309261850.png

 

When applied filter as Date Status= Former:- 

Requirement is to be able to change the default filter.

 

AnkitaKolhe_1-1731309318617.png

 

It doesn't seems possible. Is there any way to achieve this?

 

Thanks,

Ankita

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5 REPLIES 5

Ravi Gaurav
Giga Sage
Giga Sage

‎11-11-2024 12:05 AM - edited ‎11-11-2024 12:07 AM

You can create 'view rules' for the same .

https://your_instance/sysrule_view_list.do?sysparm_userpref_module=b43a50eac6112274001075c5ff12d3c4&...

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Ravi Gaurav | ServiceNow MVP 2025,2024 | ServiceNow Practice Lead | Solution Architect
CGI
M.Tech in Data Science & AI

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Ankita Kolhe
Tera Contributor
In response to Ravi Gaurav

‎11-11-2024 12:33 AM

Hello @Ravi Gaurav ,

 

Thanks for your response. Can you please explain more on this?

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Ravi Gaurav
Giga Sage
Giga Sage
In response to Ankita Kolhe

‎11-11-2024 12:50 AM - edited ‎11-11-2024 12:51 AM

https://www.servicenow.com/docs/bundle/xanadu-platform-user-interface/page/use/using-forms/task/t_Cr...

Even follow this :-

https://www.servicenow.com/community/developer-forum/how-to-add-a-default-filter-in-a-related-list/m...


you can follow this

--------------------------------------------------------------------------------------------------------------------------


If you found my response helpful, I would greatly appreciate it if you could mark it as "Accepted Solution" and "Helpful."
Your support not only benefits the community but also encourages me to continue assisting. Thank you so much!

Thanks and Regards
Ravi Gaurav | ServiceNow MVP 2025,2024 | ServiceNow Practice Lead | Solution Architect
CGI
M.Tech in Data Science & AI

 YouTube: https://www.youtube.com/@learnservicenowwithravi
 LinkedIn: https://www.linkedin.com/in/ravi-gaurav-a67542aa/
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Bogdan Tomov1
Tera Expert

‎11-11-2024 12:46 AM

Hi,

 

From your screenshot I see that all your records are with state current, when you change the filter to "Former" and since there isn't any records with status Former, nothing will be displayed. 

Can you please test with other record that has both of the statuses?

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