Search work order tasks

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 2 minutes to read

    • Minimize scrolling and filter tasks that show in the task panel. Quickly search by keyword, or see all the tasks assigned to a group or territory.

    Before you begin

    Role required: wm_dispatcher

    About this task

    You can search work order tasks using the following criteria:
    • Keyword
    • Match calendar dates
    • Work order task state

    You can also filter and sort work order tasks based on the fields that are configured by the administrator.

    Procedure

    1. Navigate to All > Field Service > Dispatching > Dispatcher Workspace.
    2. Select Dispatcher Workspace.
    3. In the task panel, search for a work order task.
      Search criteria Action
      Keyword Type the search term in the search field and select the Search icon ( Search icon.).
      Note:
      To clear the search and display all tasks, delete the search term and press the Enter key.
      Calendar dates Select the Turn on filter tasks by calendar dates (Turn on filter tasks by calendar dates.) icon to display tasks associated with the calendar dates in addition to the selected filter.
      Note:
      The task panel displays tasks based on dates as follows:
      • If the window start and window end dates of a task fall within the dates currently shown on the calendar.
      • If the window end field is empty, then the task appears if the calendar is displaying a date beyond the task's window start date.
      • If the window start field is empty, then the task appears if the calendar shows a date before the task's window end date.
      • If both the window start and window end fields are empty, then the task panel's task appears when Match calendar dates are enabled.
      • If the calendar display window is modified, the task panel is updated to display only tasks that match the new date range.
      State Select the filter from the list of default filters. The default fields that appear in the Filter by list are configured by the administrator.
      Sort options Select the Sort icon (Sort icon.) to sort tasks. The default sort options that appear are configured by the administrator.
      Assignment groups, Dispatch groups or territories Select the Assignment Groups, Dispatch groups, or Territories icon (assignment groups or territories.) to display a drop-down list to filter tasks in the task panel by an assignment group or territory. Select outside the drop-down list to apply the filter. You can select more than one assignment group, dispatch group, or territory.
      Note:
      Territories are listed only if you have Field Service Territory Planning installed. For more information, see Configuring Field Service Territory Planning.

    Result

    The tasks that meet the search requirements are displayed in the task panel.