---
sourceDocument: Australia Sales Customer Relationship Management
sourceDocumentLink: https://www.servicenow.com/docs/r/australia/order-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia 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: Australia  
Updated March 12, 2026  
![](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. 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.
**Related concepts**   

* [Using product catalogs](https://www.servicenow.com/docs/zrKc~q2gpoLSyf3tuVZMGA "The product catalog provides a visual display of the available product offerings that can be added to a Sales Customer Relationship Management transaction, such as an opportunity, quote, or order. Use the catalog interface to add simple products and complex products that can be further customized.")
* [Product Catalog Management](https://www.servicenow.com/docs/jMd8j_ik0Z3CBtkQHcnmoQ "Product Catalog Management enables your organization to manage your product offerings by grouping them into catalogs and categories, which streamlines the ordering process and helps manage leads, opportunities, quotes, and orders in Sales Customer Relationship Management.")

*[\>]: and then