How to set custom filter by default in reference lookup ?

kumar40
Tera Contributor

For the reference fields, if we click on lookup button, it will redirect to one referenced table. I want to set the custom filter by default in that page.

4 REPLIES 4

Saurav11
Kilo Patron
Kilo Patron

Hello,

 

In the reference qualifier condition and apply the filter of the field just use the below:-

 

Saurav11_0-1668492358308.png

 

To understand different type of reference qualifier please find the below detailed article:-

 

https://www.servicenow.com/community/it-service-management-articles/reference-qualifier/ta-p/2306509....

 

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Murthy Ch
Giga Sage

Hi @kumar40 
You can set the filter in Dictionary entry of the field for that specific field as suggested by @Saurav11 

But I never seen applying filter in list view when we click on lookup button.

Thanks,
Murthy

kumar40
Tera Contributor

Hi @Saurav11 ,

 

I want to set the filter in list view when we click on lookup button.

We can't set that using reference qualifier which you suggested.

Hello,

 

Using reference qualifier filter is applied on the list view the only thing is that those filter will mot be visible/editable to the user.

 

If you want a filter witch should be editable it is not possible currently in the reference field. Please find the below post where Chuck(From Servicenow) mentions the same

 

https://www.servicenow.com/community/developer-forum/is-it-possible-to-make-a-filter-default-in-a-re...

 

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