Create filter from preset filters

task brazil Updated Sep 10, 2026 1 min read filter-auto.md
Raw file servicenow.com

Create filters from the preset filters after selecting the Select quick starter from Process steps in Analyst workbench.

Before you begin

Role required: sn_process_mining_analyst, sn_process_mining_power_user, or sn_process_mining_admin

Procedure

  1. Follow steps 1 through 3 on Create a process step filter section.

  2. Select the Select quick starter option from the Process steps list.

    [Omitted image "quick-start.png"] Alt text: Start from scratch

    The Quick starters filter page is displayed. It provides definition and example of the available filters.

    [Omitted image "quick-starter-filter.png"] Alt text: Quick starters for filters

    Note: To get the team and state filters for quick starters, the process details section in process configuration must be filled out.

  3. Select a quick starter filter from the list, and then select Use quick starter.

    The Process step filter page is displayed.

    [Omitted image "quick-filter-det.png"] Alt text: Process step filter for quick starters

  4. Select a value for each field, and add any more filters you want.

  5. Select the Quick starters button on top of the page if you want to replace the chosen filter with another filter.

  6. When you have finished creating your filter, select Apply to save and return to Analyst workbench.

    The task runs in the background.

    For detailed information on each field, see step 3 of Create filter manually.

  7. When the task completes, select View result in the Scheduled tasks panel of Analyst workbench.

Parent Topic:Create a process step filter

Search documentation
Search document titles and file paths on the brazil branch