Filter Related Lists on Service Reports (Generally Available)
Where: This change applies to Lightning Experience and Salesforce Classic in Enterprise, Performance, Unlimited, and Developer editions.
- On a work order service report template, create a filter in the Work Order Line Items related list that displays only closed line items.
- On a work order service report template, create two related lists that separate work order line items by status: one named “Line Items On Hold” and one named “Completed Line Items.”
When related list filtering on service reports was in beta, you could create only one filter per related list, and only picklist fields could be filtered. Now you can create up to five filters per related list, and filters can apply to either picklists or checkbox (Boolean) fields.
- For picklist fields: Includes or Excludes
- For checkbox fields: Equals or Not equals
Valid checkbox values (2) are True and False.