Create a default filter for a related list

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間：1分

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

    始める前に

    Role required: admin

    このタスクについて

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

    手順

    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.