Create a rule entity filter
Create a rule filter for the product entity to be used in a product eligibility matrix. The rule filter defines how the rule is applied, for example to a product catalog, category, or offering.
Before you begin
Determine the entity to which the filter applies, for example a particular product catalog, category, or a product offering.
Role required: sn_prd_pm.product_catalog_admin and sn_prd_pm.product_catalog_manager
Procedure
-
In the CRM Workspace, select the List [Omitted image "list-outline-24.svg"] Alt text: view.
-
Navigate to Context Rule Management > Rule Entity Filter.
-
Select New.
On the form, fill in the fields.
|
Field |
Description |
|---|---|
|
Filter Name |
Name of the filter, for example |
|
Entity |
Product entity for the rule:- Product catalog
|
|
Filter type |
Type of filter to be applied:- Static: Use a particular list to filter the product entity.
|
|
Code |
System-generated alphanumeric number based on the filter name. |
|
Product <catalogs, categories, or offerings> |
The product catalog, category, or offering to be filtered, based on the Entity selected. This field appears only when Static is selected as the Filter type. |
|
Condition |
Condition to be used to filter the entity. Use the Set conditions builder to specify the conditions. This field appears only when Dynamic is selected as the Filter type. |
The rule filter can now be used in a product eligibility matrix.
Related topics
---
title: Create a rule entity filter
description: Create a rule filter for the product entity to be used in a product eligibility matrix. The rule filter defines how the rule is applied, for example to a product catalog, category, or offering.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/order-management/som-create-rule-entity-filter.html
release: brazil
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Configuring product offer eligibility, Configuring product offerings and catalogs, Lead-to-cash foundation apps, Configure, Sales Customer Relationship Management]
---
# Create a rule entity filter
Create a rule filter for the product entity to be used in a product eligibility matrix. The rule filter defines how the rule is applied, for example to a product catalog, category, or offering.
## Before you begin
Determine the entity to which the filter applies, for example a particular product catalog, category, or a product offering.
Role required: sn\_prd\_pm.product\_catalog\_admin and sn\_prd\_pm.product\_catalog\_manager
## Procedure
1. In the CRM Workspace, select the **List** \[Omitted image "list-outline-24.svg"\] Alt text: view.
2. Navigate to **Context Rule Management** > **Rule Entity Filter**.
3. Select **New**.
On the form, fill in the fields.
<table id="table_ztv_ndr_dcc"><thead><tr><th>
Field
</th><th>
Description
</th></tr></thead><tbody><tr><td>
Filter Name
</td><td>
Name of the filter, for example `Ineligible offers for CA`.
</td></tr><tr><td>
Entity
</td><td>
Product entity for the rule:- Product catalog
- Product offering category
- Product offering
</td></tr><tr><td>
Filter type
</td><td>
Type of filter to be applied:- Static: Use a particular list to filter the product entity.
- Dynamic: Set the conditions to filter the entity.
</td></tr><tr><td>
Code
</td><td>
System-generated alphanumeric number based on the filter name.
</td></tr><tr><td>
Product <catalogs, categories, or offerings>
</td><td>
The product catalog, category, or offering to be filtered, based on the **Entity** selected. This field appears only when Static is selected as the **Filter type**.
</td></tr><tr><td>
Condition
</td><td>
Condition to be used to filter the entity. Use the **Set conditions** builder to specify the conditions. This field appears only when Dynamic is selected as the **Filter type**.
</td></tr></tbody>
</table>4. Select **Save**.
The rule filter can now be used in a product eligibility matrix.
**Related topics**
[Using product catalogs](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/using-product-catalog.md)
[Product Catalog Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/product-catalog-managment.md)
| title | Create a rule entity filter |
| description | Create a rule filter for the product entity to be used in a product eligibility matrix. The rule filter defines how the rule is applied, for example to a product catalog, category, or offering. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/order-management/som-create-rule-entity-filter.html |
| release | brazil |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | Configuring product offer eligibilityConfiguring product offerings and catalogsLead-to-cash foundation appsConfigureSales Customer Relationship Management |