Filter resources in Dispatcher Workspace
You can create your own advanced resource filters in Dispatcher Workspace to make complex filtering easy.
Before you begin
[Omitted video] Description: Filter resources in Dispatcher Workspace
Role required: wm_dispatcher.
Procedure
Navigate to Field Service > Dispatching > Dispatcher Workspace.
Select Dispatcher Workspace.
Select Filter resources.
Select + Advanced filters.
Select Crews if this is a new crew filter.
Select a filter from the Use existing filter drop-down menu if you’re changing an existing filter.
Add or edit the filter that you want to apply.
Choose from the following:
- Select Save Filter to name the filter and save it.
- Select Apply to run the filter. Select the filter again to clear the filter from Dispatcher Workspace.
- Select the more actions icon
Image omitted: more\_action\_triangle.png
more actions, then **Update** to overwrite the filter if you were changing an existing filter. You can't update administrator-created filters.
more actions, then **Update** to overwrite the filter if you were changing an existing filter. You can't update administrator-created filters.
- Select the more actions icon
Image omitted: more\_action\_triangle.png
more actions, then **Save as new** to save a new filter if you were changing an existing filter.
more actions, then **Save as new** to save a new filter if you were changing an existing filter.
If you saved the filter, you can select the filter from the **Advanced filters** drop-down menu. **Filter resources** changes to **Temporary filter** when a filter is applied.