Filter records with the GRC Mobile application

Set additional filters to limit the number of records that are displayed on a screen. Filtering records in the mobile app works like filtering with a condition builder on the ServiceNow AI Platform.

Before you begin

Role required: Compliance manager (sn_compliance.manager)

About this task

Time to complete this task: 5 minutes.

Procedure

1. To further refine your search results, or to enter additional filter criteria on any list of records that is displayed, tap the filter icon ().
2. With the Filters screen displayed, tap a field to expand it.
3. From the options that are displayed, tap the check box or tap an option for your filter.
   For many of the filters, you can select more than one option.
4. Tap the Back icon () or DONE to save your changes to a field.
   The criteria you chose are displayed on the Filters screen. The number of records that match your criteria is also displayed at the top of the screen. Tap Clear or RESET to remove any filters and restore the default setting.
5. Optional: Repeat steps 1 - 4 with the Filters screen displayed to continue setting your filter criteria.
6. Tap the intersection union after you set all criteria to create AND conditions.).
   Alternatively, tap the union icon () to create OR conditions.
7. After you have added all the criteria you want, with the Filters screen displayed, tap DONE.
   On the screen, only the records that match your filter criteria are displayed.

What to do next

View the records that are displayed after your search for more details.