How to configure filter in SPW

[monishsnowd]

Hi Community,

I have a requirement to display a custom-created field called 'Plan Item' in the Personalize Columns panel and list filter on the Investment (Demand/Project) list view, but it is currently not showing up.

What I've done:
- Created a custom field 'Plan Item' on the table
- The field is visible on the form (Details tab)
- However, when I search for it in the Personalize Columns panel (searching 'Plan'), the field does not appear in the results — only the OOB Planning-related fields show up

Screenshots attached:
1. Form view showing the custom field 'Plan Item'
2 & 3. Personalize Columns panel with 'Plan' search — custom field not listed

Questions:
1. Why is the custom field not appearing in the Personalize Columns panel and in filter?
2. What configuration is needed to make it available in the list column personalizer and filters?

Any guidance or pointers would be greatly appreciated. Thanks in advance!

[glideFather]

ahoy @monishsnowd,

your screenshot are impossible to read, they are taken with low resolution and very blurred... would you mind reuploading them better?

Regarding your question, any field on the table shall be selectable in the filters - custom or ootb.

What you can check is to 1) review whether your field is created in the correct table. 2) whether the user who tries to add it has the correct permissions (ACL) and/or 3) to check the Name x Label of the field.

Is it just one user who cannot see that field? What's their role, an admin can see it? 

[Alpa82]

Hello @monishsnowd 

see if you need to add that field to any of the view (e.g. APW Prioritization) on the table: sn_align_core_plannin

[Shahjay]

Hi,

Default filters in Strategic Planning Workspace aren't controlled the same way as a normal list filter, so the usual "edit default filter" on list control often doesn't do what you expect.

For the filters that show on portfolio plans / investment lists in SPW, the fields that appear are driven by the view the workspace is using (commonly the APW Prioritization view on the planning item table) — this is confirmed by a ServiceNow employee elsewhere on this forum.

The officially-cited fix:

Go to the underlying table (e.g. sn_align_core_planning_item).

Right-click a column → Configure → List Layout.

Switch the view to APW Prioritization.

Add or remove the fields you want available, then save.

Heads up though — this doesn't always take. A few people (including in threads very similar to this one) have found the view edit only updates the table view and never reflects back in the workspace personalize/filter panel, even after Reset Columns. It seems to depend on whether you're the plan owner vs. another user, and whether personalized column configs are overriding the default. If you make the change and it doesn't show up, that's not you doing something wrong — it's a known inconsistency, and worth logging with ServiceNow support if Reset Columns doesn't clear it.

If "Configure" opens blank with no fields listed at all, that's usually a role gap rather than an ACL issue on the field — you'd need the Portfolio Planning admin role (sn_align_core.apw_admin) to edit the view.

If you're after a saved/default filter set rather than which fields are available, that's typically governed through UI Builder / UX client scripts behind the SPW page, not the classic list control's "Edit default filter" checkbox.

Try the view change first, but don't be surprised if it needs a support case to fully take.

If this helped, please mark it Helpful / Accept as Solution.

[Namita Mishra]

Greetings  @monishsnowd !

Community members have responded. Can you please confirm if their responses have worked in your case.

Your response would help others in the community as well.

Have a Great SPM Journey!

Thank You!

Namita Mishra