Create a custom filter rule

task australia Updated Nov 6, 2026 1 min read create-custom-filter-rule.md

Create a custom filter rule in the Software Install Custom Filter table (samp_sw_install_custom_filter). Rules determine the criteria by which software is excluded from your Software Asset Management (SAM) workspace.

Before you begin

Role required: agent_client_collector_admin

Procedure

Navigate to the Software Install Custom Filter table All > Software Install Custom Filter.
Select New to create a custom filter rule.
Complete the fields based on the software you want to exclude.

For details on the available fields, see Software filter fields.
Select Submit.

Result

The custom filter rule is created and takes effect on the next discovery or agent scan that reports matching software.

Exclude a custom internal shortcut

Your organization has an internal tool that installs a desktop shortcut called Company Portal Shortcut on every managed Windows device. To ensure that it doesn't clutter your SAM inventory, configure the rule as follows:

Name: Exclude Company Portal Shortcut
Software Name: Company Portal Shortcut, Condition: Exact match
OS Filter: Windows
Discovery Source: (leave blank)
Active: On

From the next scan onward, any Windows device reporting Company Portal Shortcut will have that entry excluded from the SAM inventory and logged in the review table instead.

Parent Topic:Software filter

Keywords custom filterexclusion rulesoftwareSAM

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---
title: Create a custom filter rule
description: Create a custom filter rule in the Software Install Custom Filter table \(samp\_sw\_install\_custom\_filter\). Rules determine the criteria by which software is excluded from your Software Asset Management \(SAM\) workspace.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-operations-management/agent-client-collector/create-custom-filter-rule.html
release: australia
product: Agent Client Collector
classification: agent-client-collector
topic_type: task
last_updated: "2026-11-06"
reading_time_minutes: 1
keywords: [custom filter, exclusion rule, software, SAM]
breadcrumb: [Software filter, ACC deployment - shared between servers and endpoints, Configuring Agent Client Collector, Agent Client Collector, IT Operations Management]
---

# Create a custom filter rule

Create a custom filter rule in the Software Install Custom Filter table \(samp\_sw\_install\_custom\_filter\). Rules determine the criteria by which software is excluded from your Software Asset Management \(SAM\) workspace.

## Before you begin

Role required: agent\_client\_collector\_admin

## Procedure

1. Navigate to the Software Install Custom Filter table **All** &gt; **Software Install Custom Filter**.

2. Select **New** to create a custom filter rule.

3. Complete the fields based on the software you want to exclude.

For details on the available fields, see [Software filter fields](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-operations-management/agent-client-collector/sw-filter-fields.md).

4. Select **Submit**.

## Result

The custom filter rule is created and takes effect on the next discovery or agent scan that reports matching software.

## Exclude a custom internal shortcut

Your organization has an internal tool that installs a desktop shortcut called **Company Portal Shortcut** on every managed Windows device. To ensure that it doesn't clutter your SAM inventory, configure the rule as follows:

- **Name**: Exclude Company Portal Shortcut
- **Software Name**: Company Portal Shortcut, Condition: Exact match
- **OS Filter**: Windows
- **Discovery Source**: \(leave blank\)
- **Active**: On

From the next scan onward, any Windows device reporting **Company Portal Shortcut** will have that entry excluded from the SAM inventory and logged in the review table instead.

**Parent Topic:**[Software filter](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-operations-management/agent-client-collector/software-filter.md)