Default List Filter for Specific Group in Workspace

[Spartan_snow]

Hi Community,

I have a requirement in Agent/Configurable Workspace:

• For the ABC group, I want users to see a specific filtered list view by default.
• They should still be able to modify or remove the filter as needed.
• Other users should continue to see the normal unfiltered list.

Could you please suggest the best approach to implement this?
Would this be best handled via View Rules, UX Client Scripts, or another method?

Thanks in advance for your guidance!

@Ankur Bawiskar 

[Ankur Bawiskar]

@Spartan_snow 

Workspace view rules should help you control the list view in workspace

How to create a Workspace Experience View Rule to force a specified view to be used 

💡 If my response helped, please mark it as correct ✅ and close the thread 🔒— this helps future readers find the solution faster! 🙏

[sarah_bioni]

Hi @Spartan_snow ,

You can create two separate list configurations for the same table:

• One list tailored for the ABC group, with the desired default filter applied.
  This list can be targeted to the ABC users using roles in list applicability table (sys_ux_applicability_m2m_list).
• Another list without filters for all other users, preserving the standard experience.

Hope this helps!

[Spartan_snow]

Hi @sarah_bioni 

Hi  

Thanks for your response.

There has been a slight change in the requirement. As shown in the first screenshot, we want that filter to be applied by default. Additionally, as shown in the second screenshot, the Operational Status field is added to the filter, and this should be visible only to a specific group of users.

Also, I have created a new list view, but the default view already has roles assigned, due to which both views are visible.

How can we control the visibility so that specific views are shown or hidden based on group?

Could you please suggest how we can achieve this?