ServiceNow for CSS HR/APS
Creating and Managing Custom Filters (for Approvers)
Creating a Custom Filter
Approvers can create custom filters for both their My Approvals and My HR Requests
queues. A filter allows you create a specific view eliminating any extraneous data you do
not need to see to accomplish what you want to do. This is especially helpful when you
want to remove “closed cases” from your view or view only those approval cases that
require your action. This job aid will show you how to create custom filters using the Show
Matching and Filter Out right click technique.
Step 1: Go to http://berkeley.service-now.com/ess (you’ll be asked to CalNet
Authenticate). The ServiceNow Home page shown below will appear.
Step 2: Click on the My Approvals menu item below ALL My Tickets to open your Approval
list view. A sample list is pictured below.
For additional resources visit
http://sharedservices.berkeley.edu/hr-aps-sn-resources
January 11,2017
ServiceNow for CSS HR/APS
Step 3: To create a filter that will show only Requested approvals in your queue move your
curser over the word Requested under the State column and right click. A sub-window
containing Show Matching and Filter Out options will appear. Click on Show Matching to
select it.
Deleting a Delegate
The list you now see on your screen displays only “Requested” state cases because of your
”Show Matching” criteria selection (pictured below). This technique can be applied to any
data item you can see in any of your lists. Use “Filter Out” to remove a selection from view.
ServiceNow for CSS HR/APS
Step 4: Click on the filter icon
Buttons that allow you to manage your filters appear.
ServiceNow for CSS HR/APS
Step 5:
1. Click the Save Filter button and a sub-window appears that allows you to name this
filter. In the example below the filter is being named “Approvals Requested”.
2. Name the filter with a name that makes sense to you.
3. Click the blue Submit button to save the filter.
1
2
3
Step 6: Your filter is now saved, and you can run it by clicking the Filter Icon and the the
Load Filter button.
The names of all the filters you have saved will be listed. Click on the name of the filter you
want to run and it will execute your filter.
ServiceNow for CSS HR/APS
Deleting a Filter
1. Click the Load Filter button to display all your saved filters
2. Hover over the filter name – a gray background will appear and a
symbol to
the right of the line
3. Move your cursor over the
symbol and click. The filter will be deleted
This technique can be applied by an Approver to any queue in ServiceNow, including your
“My HR Requests” queue. Some filters you might consider creating in you’re ”My HR
Requests” queue are:
• A Filter that “filters out” all Closed Cases so these cases won’t clutter up your list.
• Using a filter that displays only your EDC or PET cases. You can even filter by submitter.
The Filter tool can make it easy for you to “chunk” your cases in any queue and allow you to
get to what you want to see quickly.
For additional resources visit
http://sharedservices.berkeley.edu/hr-aps-sn-resources