---
sourceDocument: Australia IT Operations Management
sourceDocumentLink: https://www.servicenow.com/docs/r/australia/it-operations-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia IT Operations Management

ft:clusterId :

    - itom

bundleId :

    - itom

workflow :

    - Technology


---

# Create a custom filter rule

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

Release version: Australia  
Updated November 5, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
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 AllSoftware 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://www.servicenow.com/docs/PTbmU4cNu9gLTzksz_uvkw "The following table lists the software filter fields from which you can create a filter.").
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.

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