Unable to edit default filter on incident table

David Santel
Giga Guru

I am unable to edit the default filter for incident list or any list.  Were using Zurich

 

When i open configure->list control i see "edit default filter" is there and selected...But does not show on the form when refreshing?

 

Can someone tell me how to edit the default filter....This should be a simple task. 

 

 

 

 

1 REPLY 1

SVimes
Kilo Sage

There are a few moving parts to the things you are looking at and there are a few different options to accomplishing this task so let's see if laying it out like this helps.

 

  1. The List Control "Edit configuration" section is where the Edit default filter field should display
  2. The field displays when you are looking at a list control for a Related List (tabs with lists at the bottom of forms) but not when you are viewing a list control accessed via list instead of Related List.
  3. The Related List Entry (sys_ui_related_list_entry) record is what is updated to show the filter when you apply a default filter using the "Set as Default Filter" button
  4. Other methods of setting "default" filters include
    • Business Rule - Before Query - Allows you to apply a filter to a table when conditions are met every time it is queried. This would be similar to a default filter but doesn't display in the breadcrumbs as it is applied in the background.
    • Module (navigation menu links) - Arguments - sysparm_fixed_query=<encoded_query> adds a specified query to the table when accessed via the link and "locks" the filter from being changed but still displays the breadcrumbs for end users
    • List Filters (sys_filter) - Allows you to create filters for the context menu --> Filters menu which users can select to change to specific filters quickly.
Sable Vimes - CSA