How to Create a List Filter


Overview


List filters are useful when you want to create report conditions but not use the report builder or when you have a list view you want to view as part of your day to day operations within ServiceNow.

Steps to Take 


  1. As an agent, if you'd like to save a list filter go to the list you'd like to view. For example, if you'd like to create a filter on the incident table, go to one of the incident lists, such as Incident > All Active. For a request, go to General Request > General Request > All Active.

    Screenshot: Side navbar

  2. Click the filter button to open the filter builder: Screenshot: filter button
  3. Add your conditions:

    Screenshot: Filter condition fields

  4. Click Save above the filter conditions and enter a name:

    Screenshot: Save as field for saving the filter

  5. To view the filter in the future, click the additional opens menu (hamburger menu) or right click on the grey header to the right of search box. Select Filters > Choose your filter

    Screenshot: Filter options

    OR

    Screenshot: Zoomed out image of filter options

  6. The list will now refresh and will apply the filter.

Loading List Filters

If you'd like to use a filter that has been created and shared by someone in your group, follow these instructions:

  1. Go to the list you'd like to view. For example, if you'd like to run a filter on the incident table, go to one of the incident lists, such as Incident > Open. For a request, go to Service Catalog & Request > Open Records > Requests.

    Screenshot: Open Incident option in side navbar

  2. Click the additional opens menu (hamburger menu) or right click on the grey header to the right of search box. Select Filters > Choose your filter

    Screenshot: Hamburger menu of filter options

    OR

    Screenshot: Zoomed out image of filter options

  3. The list will now refresh and will apply the filter.

If you still have questions or need additional assistance, please use the 'Contact ServiceNow Team' form.