How can we default filter on OOB Hardware Asset refresh process and can we dot walk to other fields

[MercBuilding]

Hi,

   We are trying to default the filter on Hardware Asset refresh form which has Eligible for refresh as true by default and we want to remove this and add additional filters like Model category computer and Model.short description as some value, is it possible to dot walk to model fields from this filter?

Thanks!!

[pavani_paluri]

Hi @MercBuilding ,

The Hardware Asset record has a reference to the Model table.
In the filter builder, you can choose Model → Category or Model → Short description.
That’s dot‑walking: you’re filtering based on fields in the related Model record.

Open the list view or form where the filter is applied.
In the filter conditions, remove Eligible for refresh = true.
Add new conditions:
Model → Category = Computer
Model → Short description = [your value]
Save this as the default filter

Mark it helpful if this helps you to understand. Accept solution if this give you the answer you're looking for

Kind Regards,

Pavani P

[MercBuilding]

Hi Pavani,

   Appreciate your response but i specifically asked it on "Hardware Asset Refresh" process present in HAM Pro, not on Hardware assets table. The explanation you gave is for filter on asset table iam looking for different thing.