Create a default filter for a related list

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

    • Create a default filter for the records that load when your related list displays.

    Before you begin

    Role required: admin

    About this task

    Note:
    This functionality is not supported in List v3 related lists.

    Procedure

    1. Navigate to the related list (example, Incidents on a problem record).
    2. Create the desired filter using the condition builder (example, [Active] [is] [true]).
      Filter in a related list with the Set as Default Filter button highlighted
    3. Click Set as Default Filter.