Is it possible to make a filter default in a Reference field?

spracntgw
Kilo Expert

Hi All,

All I want to do is to make my filter default (in a pop up window of a reference field), but I don't know how to do.

Could you please give me some advice to me?

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Below is a pop up window of a reference field (sys_user table).

Usually it is not narrowed down, hence All users are always shown.

1.PNG

Is it possible to set the filter from the moment that I opened the reference field?

2.PNG

I have made my filter (red out),

I guess my wish will come true by setting the red-out be defaulted....

(Reference Qualifiers is NOT good because it does not display Breadcrumbs)

3.jpg

Best regards,

Tomoaki

1 ACCEPTED SOLUTION

Chuck Tomasi
Tera Patron

Hi Tomoaki,



The only way to make a filter on the reference field is with a reference qualifier. As you noted, there are no breadcrumbs - because the intent is to not allow the user to modify the filter.



There is currently no way to specify a default filter with editable breadcrumbs afterwards.



If you feel it is an important feature, I invite you to open an enhancement request! Our product managers DO listen.


Enhancement requests: Tell us how you would improve the ServiceNow product


View solution in original post

12 REPLIES 12

James100
Kilo Expert

Is there a solution for this question today?

The  default filter is still not available for reference lists.

Sigval Bergesen
Tera Contributor

did you try my suggestion?

ralvarez
Tera Guru

The method you’re suggesting (using Configure > List Control and setting a default filter) only works when the referenced table is used in a related list — not in the reference field popup. For the default filter to apply, the table must be set in the Related list field of the List Control, and in that case, the configuration will not affect the reference lookup modal.

 

If the goal is to have an editable default filter in the reference field popup, the correct approach is to:

  1. Go to the referenced table.

  2. Open a list view and apply the filter you want to use by default.

  3. Save this filter as a sys_ref_list record.

 

Unfortunately, this does not work in Workspaces.