Set filter conditions
Set filter conditions to limit the scope of your analysis.
Before you begin
Role required: sn_process_mining_analyst, sn_process_mining_power_user, or sn_process_mining_admin
About this task
Setting filters is an optional task for project creation.
Procedure
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Navigate to Workspaces > Process Mining Workspace.
If you continue from the Set Objectives page, you're on the Scope your analysis page.
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Select Edit for the project that you want to edit.
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Select the edit button for the Scope your analysis section.
The Overview section provides details of the process table including any guardrails set for it.
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Select Filter conditions from the side panel.
Tip: Select Advanced view on the top-right corner if you want to edit the project in the Classic view.
[Omitted image "filter-cond.png"] Alt text: Filter conditions
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Fill the form with details.
|
Source |
It’s automatically populated based on your selection in the Set objectives tab. |
|
Table |
It’s automatically populated based on the table that you have selected in the Set objectives tab. |
|
Filters |
Select any field from the root table that you want to filter the data by. |
|
Related List Condition |
Select the number of records that you want to view. |
|
Optionally, select to narrow your process scope |
There are the following options in this section:- None: No filter is applied. This is the default value.
Note: You can specify the crop process on the fields that you have set as your activity definitions. Therefore, set the activity definition for the project, before setting the crop process. Select the + sign beside Start condition and End condition. Set a process start and process end condition. Example: If a project is set with the State as the activity definition, you have the following path: New -> Open -> Work in Progress -> Resolved -> Work in Progress -> Resolved -> Closed If a start condition is specified on the first occurrence of Work in Progress and a stop condition is specified on the last occurrence of resolved, then the model would look like this: Work in Progress -> Resolved -> Work in Progress -> Resolved.
To provide the transition filter, you must set up the filter condition, with a start condition that is "at some point followed by" or "directly followed by" step 2. You can provide only 2 steps here. |
Parent Topic:Scoping your analysis
---
title: Set filter conditions
description: Set filter conditions to limit the scope of your analysis.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/application-development/process-mining/filter-conditions.html
release: australia
product: Process Mining
classification: process-mining
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 2
breadcrumb: [Scoping your analysis, Create a project or template using Project Builder, Use, Process Mining, Discover, AI Workflow Factory Prime, Agentic app development, Building applications]
---
# Set filter conditions
Set filter conditions to limit the scope of your analysis.
## Before you begin
Role required: sn\_process\_mining\_analyst, sn\_process\_mining\_power\_user, or sn\_process\_mining\_admin
## About this task
Setting filters is an optional task for project creation.
## Procedure
1. Navigate to **Workspaces** > **Process Mining Workspace**.
If you continue from the **Set Objectives** page, you're on the **Scope your analysis** page.
2. Select **Edit** for the project that you want to edit.
3. Select the edit button for the **Scope your analysis** section.
The Overview section provides details of the process table including any guardrails set for it.
4. Select **Filter conditions** from the side panel.
**Tip:** Select **Advanced view** on the top-right corner if you want to edit the project in the Classic view.
\[Omitted image "filter-cond.png"\] Alt text: Filter conditions
5. Fill the form with details.
<table id="table_cdk_gnq_vkb"><tbody><tr><td>
Source
</td><td>
It’s automatically populated based on your selection in the **Set objectives** tab.
</td></tr><tr><td>
Table
</td><td>
It’s automatically populated based on the table that you have selected in the **Set objectives** tab.
</td></tr><tr><td>
Filters
</td><td>
Select any field from the root table that you want to filter the data by.
</td></tr><tr><td>
Related List Condition
</td><td>
Select the number of records that you want to view.
</td></tr><tr><td>
Optionally, select to narrow your process scope
</td><td>
There are the following options in this section:- **None**: No filter is applied. This is the default value.
- **Crop**: Crop the process to view a specific area of the process by specifying a start and end condition. All events that occurred before the start condition and after the end condition won’t appear in the process graph.
**Note:** You can specify the crop process on the fields that you have set as your activity definitions. Therefore, set the activity definition for the project, before setting the crop process.
Select the + sign beside Start condition and End condition. Set a process start and process end condition.
Example: If a project is set with the State as the activity definition, you have the following path:
**New -> Open -> Work in Progress -> Resolved -> Work in Progress -> Resolved -> Closed**
If a start condition is specified on the first occurrence of Work in Progress and a stop condition is specified on the last occurrence of resolved, then the model would look like this: **Work in Progress -> Resolved -> Work in Progress -> Resolved**.
- **Transition**: A transition filter focuses on process paths that contain a specific transition between selected steps. For example, mine records that transitioned from **State: Work in Progress** `At some point followed by` **State: On Hold**.
To provide the transition filter, you must set up the filter condition, with a start condition that is "at some point followed by" or "directly followed by" step 2.
You can provide only 2 steps here.
</td></tr></tbody>
</table>6. Select **Save**.
**Parent Topic:**[Scoping your analysis](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/application-development/process-mining/scope-analysis.md)
| title | Set filter conditions |
| description | Set filter conditions to limit the scope of your analysis. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/australia/application-development/process-mining/filter-conditions.html |
| release | australia |
| product | Process Mining |
| classification | process-mining |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 2 |
| breadcrumb | Scoping your analysisCreate a project or template using Project BuilderUseProcess MiningDiscoverAI Workflow Factory PrimeAgentic app developmentBuilding applications |