Create an advanced resource filter for dispatchers

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read

    • Create an advanced resource filter so all dispatchers can use the same filter in Dispatcher Workspace.

    Before you begin

    Role required: admin

    About this task

    When administrators create an advanced resource filter for dispatchers they show up in the Resource filter drop-down menu in Dispatcher Workspace. All advanced filters created by administrators show up alphabetically at the top of the resource filters list. Dispatcher created filters show below the list of administrator filters.

    Procedure

    1. Navigate to All > Field Service > Dispatching > Dispatcher Workspace Configuration > Resource Filter.
    2. Select New.
    3. Fill in the fields in the form:
      • Title: The name of the filter that will show in Dispatcher Workspace.
      • Active: if the filter is active.
    4. Select Submit.
    5. Select the name of the filter you just created.
    6. Select New.
    7. Fill in the fields on the form:
      • Table: Select either the agent_filter_config_view or the crew_filter_config_view.

      • Filter: Add the conditions and clauses that will be used to filter the information in the table you selected.

    8. Select Submit.

      The filter is added to dispatcher workspace for dispatchers to use.