---
sourceDocument: Xanadu Sales Customer Relationship Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/order-management

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Create a rule entity filter

# Create a rule entity filter {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

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 CSM Configurable Workspace, select the List ![]() view.
2. Navigate to Context Rule ManagementRule Entity Filter.
3. Select New.  
   On the form, fill in the fields.{#som-create-rule-entity-filter__table_ztv_ndr_dcc__entry__2}

   | Field | Description |
   |-|-|
   | Filter Name | Name of the filter, for example <kbd class="ph userinput">Ineligible offers for CA</kbd>. |
   | Entity | Product entity for the rule: * Product catalog * Product offering category * Product offering {#som-create-rule-entity-filter__ul_kjc_zdr_dcc} |
   | Filter type | Type of filter to be applied: * Static: Use a particular list to filter the product entity. * Dynamic: Set the conditions to filter the entity. {#som-create-rule-entity-filter__ul_kmz_t2r_dcc} |
   | 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. For example, if you want to identify a specific product offering to be filtered, you could build a filter with the Display name field that contains the name of the product offering, such as Quadplay Home Tech. This field appears only when Dynamic is selected as the Filter type. |
   [Table 1. Rule Entity Filter]

   {#som-create-rule-entity-filter__table_ztv_ndr_dcc}
4. Select Save.  
   The rule filter can now be used in a product eligibility matrix.

*[\>]: and then