You can optionally use a data filter to narrow the scope of your data filtration rule to apply only to specific records on a table.

Before you begin

Role required: admin

Procedure

  1. On your data filtration record, open the Data Filter tab.
  2. Use the condition builder to filter the table records their field values.
    The data filter uses the same condition builder used in other parts of the platform. For details on using this interface, see Condition builder.
    Important: The Data Filter tab appears empty until you select a table in the Table field.
  3. Use the Preview button to see a count of how many records match your data filter.
  4. Select the number of records to open a list of the matching records.
    Data filter showing matching records
  5. Select Save.

Example

This example shows a data filtration rule for the Incident[incident] table. The data filter is set to select all active records that are not in the Security category. With this rule active, users can see these records. See the section below to further using criteria outside the contents of the record.

Data filtration rule for security incidents

Important:

The not operation in your conditions may return unexpected results, depending on the type of database your instance uses. For example, take the following condition:

For this condition, the expected result would be that the result set would be all records where the company is not ServiceNow and all records that do not have a value in the company field. Instances using databases other than MySQL and Maria do not return values records with an empty company field. When using not queries for these instances, include conditions to ensure empty values are returned.