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Managing ad hoc filters › Using Dispatcher Workspace › Assigning tasks from Dispatcher Workspace › Scheduling and dispatching › Use › Field Service Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create an ad hoc filter

Create ad hoc filters directly from Dispatcher Workspace.

Before you begin

Role required: wm_dispatcher

Procedure

  1. Navigate to All > Field Service > Dispatching > Dispatcher Workspace.

  2. Select the Dispatcher Workspace.

  3. In the drop-down of the filter search field, select Create New Filter.

  4. Set up the conditions for the filter.

  5. To save this filter for future use, select Save filter.

    1. Enter a Filter Name.

    2. Select Save.

  6. Select Update.

Result

The new filter is added to the filter search drop-down.

  • If the filter wasn't saved, it’s added as Temporary filter.
  • If the filter was saved, the new filter is added to the drop-down and to List > Saved Filters > Task Filters.