---
sourceDocument: Australia ServiceNow AI Platform user interface
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/platform-user-interface

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia ServiceNow AI Platform user interface

ft:clusterId :

    - platux

bundleId :

    - platux

workflow :

    - Platform


---

# Create a default filter for list selector records

# Create a default filter for list selector records {#ariaid-title1}

* Release version: Australia
* 
* Updated March 12, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 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 ConfigureList 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.
**Related concepts**   

* [Condition builder](https://servicenow-prod.fluidtopics.net/IIN4hZqrIKyLkjH1bZU7hA "A condition builder constructs a condition statement with a series of contextually generated fields. Condition builders are used in many operations, such as creating filters, administering surveys, and administering access control.")  
**Related tasks**   

* [Select or create records in a related list](https://servicenow-prod.fluidtopics.net/Cd3KjAVp5dK_gcrsgR1cXg "When a form contains a related list, such as the Incidents related list in the problem form, you can select existing records or add new ones in the related list.")
* [Configure when a related list loads](https://servicenow-prod.fluidtopics.net/BtYM9L4pF0EwJMRu4Zf~1w "If there are many related lists on a form or many records in the related lists, the form may load slowly. You can improve form response times by configuring related lists to load manually, on demand, or automatically, after the rest of the form loads.")
* [Create a default filter for a related list](https://servicenow-prod.fluidtopics.net/zNLV_rXdVW8SoMDh3XJ_lg "Create a default filter for the records that load when your related list displays.")
* [Configure the edit option](https://servicenow-prod.fluidtopics.net/qmqkS0J_vrJwiL5T8B9ldg "You can configure the edit option that allows users to add records to related lists in forms.")
* [Create defined related lists](https://servicenow-prod.fluidtopics.net/gQQYn2fK0zeTu7kbv1vNUA "You can add default related lists to the form for all users to see when viewing records.")
* [Add fields to selections in a related list](https://servicenow-prod.fluidtopics.net/IUfZY3G4KLfUFkDEbbesKA "When you click Edit in a related list and select an item, information about the item appears below the list. You can expand the fields that appear for the item to provide more information.")  
**Related topics**   

* [Configure reference qualifiers](https://www.servicenow.com/docs/access?context=t_ConfigureReferenceQualifiers&version=australia&pubname=australia-platform-administration&ft:locale=en-US)

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