Create a default filter for list selector records

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • You can set a default filter to restrict which related records users can select when editing a reference field. Default filters are simple to set up but lack a dynamic filtering element, which prevents the end user from changing the default filter.

    Before you begin

    Role required: personalize_list

    About this task

    A filter is used to restrict the records that are listed in the slushbucket that displays when a user clicks Edit in a related list.

    Procedure

    1. Right-click any column heading and select Configure > List Control.
    2. Configure the List Control form to add the Edit default filter field, if necessary.
    3. In the Edit default filter field, use the condition builder to create a default filter.
    4. Select Update.
      When users click the Edit button in the related list, the list of records they can select is filtered according to the default filter.