---
sourceDocument: Brazil Customer Service Management
sourceDocumentLink: https://www.servicenow.com/docs/r/customer-service-management

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Customer Service Management

ft:clusterId :

    - csm

bundleId :

    - csm

workflow :

    - Customer and Industry


---

# Add a filter

# Add a filter {#ariaid-title1}

Release version: Brazil  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read  
Add a new filter to a UI Builder dashboard to enable users to refine data views based on additional fields such as consumer, product, or other custom fields.

## Before you begin

Role required: admin  
If the Components tab in UI Builder is not available, run provided background script to enable the component view for maint users.

    var gr = new GlideRecord('sys_properties'); 
    gr.setValue("sys_scope", "e9b68250cdffe4e1c64e494026ec6e9a"); 
    gr.setValue("name", "sn_cb_experiences.uib.enable.cb"); 
    gr.setValue("write_roles", 'maint'); 
    gr.setValue("value", "true"); 
    gr.insert(); 

## About this task

Filters allow users to refine dashboard data by specific fields. This procedure demonstrates how to add a filter to any base system dashboard such as trending topics dashboard or sentiment analysis dashboard. You can add
filters by duplicating and configuring an existing filter carousel item.

## Procedure

1. Navigate to AllUI Builder and select a UIB component.
2. Under Components tab search for the corresponding component.  
   The different UI Builder Component names:
   * Trending topics dashboard:
     * Default Trending Topics Dashboard
     * Top Trends
     * Trending topics by Field Insight (accounts, products, assignment group, channels)
     * Default Topic Details Dashboard
     * Topic Over Time Visualization
     * Topic Breakdown Visualization
     * Topic Affected Regions Visualization
   * Sentiment analysis dashboard:
     * Default Sentiment Analysis Dashboard
     * Sentiment Over Time Visualization
     * Sentiment Breakdown Visualization
     * Sentiment Top Drivers Insight (Negative sentiment and Positive sentiment drivers)
     * Sentiment by Assignment Group Insight
     * Sentiment After Escalation Insight
     * Sentiment by Channel Insight
   {#add-a-new-filter__ul_mlk_35t_mhc}

   If working with the base system component, create a clone before making modifications.
3. Select a Filter Carousel Item 2 in the component tree.
4. [Duplicate the component](https://www.servicenow.com/docs/access?context=duplicate-components&version=brazil&pubname=brazil-application-development&ft:locale=en-US) from the context menu.  
   Drag the duplicated filter to reorder it as needed within the carousel.
5. Select the newly created filter in the left panel.  
   The configuration panel displays on the right side.
6. Under Filter source, change the Table name to Trending topic record.
7. Change the Field to your desired field.  
   For example, enter Consumer.
8. Select Apply.
9. Under UI element, change the Filter label field to match your desired field name.  
   For example, enter Consumer.
10. Rename the component ID to match the field using lowercase and dashes.  
    For example, enter filter_consumer
11. Copy this ID to the clipboard for use in subsequent steps.
12. Select Apply.
13. Select Save.
14. In the top left of the screen, open the hamburger menu and select Open component record.
15. In the Composition section, search for your component ID.
16. Open the search function using Cmd+F (Mac) or Ctrl+F (Windows).
17. Paste the component ID from step 10 using Cmd+V (Mac) or Ctrl+V (Windows).
18. Press Return (Mac) or Enter (Windows) to search.
19. Open the search function again using Cmd+F (Mac) or Ctrl+F (Windows).
20. Enter filterId in the search box.
21. Press Return (Mac) or Enter (Windows) to perform the search.
22. Locate the value field under the filterId property.
23. Change the final value to the filterId from step 10.  
    For example, enter filter_consumer. The filterId can be any unique value.
24. Select Update to save.  
    The new filter is now configured and ready to use on the dashboard.

## Result

The new filter appears in the dashboard filter carousel and enables users to filter data by the specified field.  
Important:  
If you plan to make additional changes to the original component, refresh the UI Builder component page to prevent losing the changes made in steps 6-10.
**Related tasks**   

* [Change graph visualization](https://www.servicenow.com/docs/epZW~u~iIOrnZyfHb~Ndqw "Change a graph visualization to a different type within the same graph group, such as converting a bar chart or area chart.")
* [Change insight to use a different field for trending topics](https://www.servicenow.com/docs/twcC~vk25~7wNtg4W7iE_g "Change the field used in a trending topics insight to display data from a different field, such as changing from Assignment Group to Consumer or Product.")

*[\>]: and then