How to Save a Filter in ServiceNow

In ServiceNow, saving filters is key to high efficiency. This feature lets you store filter settings for quick access. Just a few clicks and you can save time and energy! Here’s how to do it:

  1. Start by applying the filters needed.
  2. Then click ‘Save’ near the top of the page. A dialog box will appear – give the filter a name that describes it.
  3. Choose if you want to keep the filter private or share it with your team. Sharing filters helps everyone collaborate and access info quickly.

Now you know how to save a filter! Take advantage to optimize your workflow and don’t miss important data. You can easily retrieve saved filters whenever needed. Streamline your ServiceNow experience today!

What is ServiceNow?

ServiceNow is an incredible platform for streamlining and automating IT service management processes. It provides a single system to manage IT services, operations, and support. ServiceNow allows companies to quickly track and resolve incidents, access a knowledge base, and manage service requests.

One of the main benefits of ServiceNow is its capacity to save filters. These filters let users personalize their search criteria and view certain data sets or records. By saving filters, users can easily recall old search parameters without needing to re-apply them each time they search for information.

Plus, ServiceNow provides lots of filter selections, like filtering by category, priority, or assigned user. This lets users perform targeted searches and rapidly find what they need. Moreover, saved filters can be shared with other team members, making collaboration and efficient information sharing simpler.

In reality, according to an IDC study from 2020, organizations using ServiceNow saw a significant uplift in productivity and effectiveness of their IT service management processes. The study found that businesses experienced an average 23% improvement in incident resolution times and a 17% reduction in service request handling time after using ServiceNow.

Overall, ServiceNow’s capability to save filters is vital for boosting productivity and streamlining IT service management processes within organizations. By providing users the freedom to personalize their searches and quickly access appropriate data sets, ServiceNow helps businesses to efficiently manage their IT operations while improving efficiency levels.

Understanding Filters in ServiceNow

ServiceNow enables users to refine search results with its filters. It allows them to sort through large datasets and extract the desired details. The best part? Users can save the filters for future use! No need to recreate them again and again.

This feature increases efficiency. Also, it ensures consistency in data analysis. To make the most of it, users should explore different filter options and create customized ones. Thus, they can optimize their experience with ServiceNow.

Start leveraging the power of saved filters now! It will help you enhance productivity and never miss out on important data. Don’t miss out on this opportunity to streamline your workflow! Start saving your filters in ServiceNow today!

Step-by-Step Guide on Saving a Filter in ServiceNow

Saving filters in ServiceNow is essential. Here’s how:

  1. Access the Filter Menu: Log into ServiceNow and navigate to the desired app. On the left-hand side, locate the filter menu.
  2. Define Filters: Open the filter menu and select an existing filter or create a new one.
  3. Customize Filters: Adjust the settings like fields, conditions, and values to refine the search.
  4. Save Filters: Click ‘Save’ and give the filter a clear name.

Remember: Saved filters can be accessed from the filter menu at any time.

Pro Tip: Review and update your filters regularly. This ensures accurate results and maximizes productivity.

Best Practices for Saving Filters in ServiceNow

Ready to upgrade your ServiceNow filter experience? Follow these five key best practices:

  1. Name filters descriptively. Use names that make them easy to find and understand.
  2. Group related filters in folders. This keeps the list tidy and simplifies navigation.
  3. Review and update regularly. Remove redundant and outdated filters for streamlined options.
  4. Share filters with relevant users/groups. This ensures everyone has the same set of filters for consistency and efficiency.
  5. Create a document of filter usage guidelines. This serves as a valuable reference, helping all users use filters consistently.

Plus, remember to test filters before saving and don’t overload one filter with too many conditions.

Here’s a great example of how these best practices helped an IT service team. They had trouble finding the right tickets due to a cluttered filter list in ServiceNow. They decided to implement the best practices by giving filters clear names, creating folders, and systematically reviewing existing filters.

The results were amazing. Immediately, the team saw improved productivity and efficiency. Members could quickly find the right tickets. Collaboration was better, too, since shared filters got everyone on the same page.

Troubleshooting Common Issues

Having trouble using filters in ServiceNow? Here’s how to solve common issues:

  • Set the filter conditions correctly. A typo can make a big difference!
  • Make sure you’re using the right table. Incorrect tables can lead to weird results.
  • Check your access rights. Insufficient privileges can stop the filter from working.
  • If your filter involves related records, double-check the relationships. Wrong ones can give you wrong data.
  • Keep an eye on system updates and patches. They might affect filter behavior, so keep up with changes.

For best results, remember these tips:

Be accurate when setting up filters. Even small mistakes can lead to problems.

Pro Tip: Regularly review and validate your filters to prevent any issues in ServiceNow!


It’s obvious that ServiceNow’s ‘save filter’ feature can boost productivity and simplify workflow. Just follow the easy steps in this article and you can access your custom filters whenever needed. This saves time and ensures important info is readily available.

Also, users can tailor their filters with conditions or sorting options to focus on relevant data. This stops them from being overloaded by unnecessary info.

Plus, ServiceNow’s ‘share filter’ function assists collaboration and data-sharing between teams. This is incredibly helpful when multiple people are doing related work.

For better efficiency, review and update saved filters to suit the changing requirements of the org or individual users.

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