olks,How to set permanent non editable filter in related List of Entity Form.

Kunal Verma1
Tera Contributor

Hi Folks,

 

Please help me how to apply permanent non editble filter in related list of Entity Form (sn_grc_profile). This permanenet filter should be applied on both Native and Workspace view.

 

For Example, In Entity form we have one of related tab with name 'Downstream Risk'. I want the list should not show Risks which are in RETIRED state.

 

Note: Set 'Default Filter' is making it editable. The required filter should be applied to all users and users can't change it.

 

Attaching scrrenshot of Entity Form (sn_grc_profile) for reference.

 

KunalVerma1_0-1706942012338.png

 

 

Thanks in advance.

2 REPLIES 2

Dr Atul G- LNG
Tera Patron
Tera Patron

Hi @Kunal Verma1 

 

To do this, go to 

 

click header column of Related list. Go to configure>List Control

LearnNGrowAtul_0-1706964762208.png

LearnNGrowAtul_1-1706964776576.png

add Filter role admin.

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Dr. Atul G. - Learn N Grow Together
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Sid_Takali
Kilo Patron
Kilo Patron

Hi @Kunal Verma1 try this

 

You can right click header of related list then

Personalize -> List Control -> Omit Filters

You can also specify a Role on Filter Roles. Only Users with selected role can edit filter thus making filter read only for the rest.

 

Please mark my answer Correct/Helpful, if applicable 

Regards,

Siddharam