Skip to main content

How to let users open a form that is pre-filtered for them?

How to prefill (or set default values) to filter linked records so users don’t need to select anything?

You can prefill a linked-record filter with a unique ID so the form opens with a filtered list. A URL prefill can be changed or shared; it does not authenticate the user. If users need access based on their identity, configure the appropriate login and record-access settings rather than relying on the prefilled filter alone. To prefill the filter, use these two features:

⚠️ When you try to filter linked fields, you should be prefilling the filter. Which should be a field other than the linked records field itself.

Related

Did this answer your question?