Create a default filter for a related list

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

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

    Vorbereitungen

    Role required: admin

    Warum und wann dieser Vorgang ausgeführt wird

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

    Prozedur

    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.