Configure filters for dispatchers

Create filters for dispatchers to filter work order tasks in Dispatcher Workspace.

Before you begin

Role required: wm_admin, admin

About this task

By default, dispatchers can filter tasks based on work order task states. You can also create your own filters for the tasks.

Procedure

1. Navigate to All > Field Service > Dispatcher Workspace Configuration > Task Panel Dispatcher Filters.

   Note: Select any filter from the Application Filter Configurations list to see what it filters from the task panel in Dispatcher Workspace.

2. Click New.

3. On the form, fill in the fields.

   Name	Description
   Title	Filter title
   Table	Table that contains the fields used to filter the list of work order tasks. This field is automatically set to the wm_task table.
   Filter Query	Query to narrow down the fields that are displayed in the task panel.
   Order	The display order of the filters in Dispatcher Workspace. Filters that have a lower order number appear higher in the order.
   Active	Option for enabling the filter in Dispatcher Workspace.

4. Click Submit.