Configure resource filter options

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

    • Administrators can configure more options for dispatchers to create advanced resource filters.

    Before you begin

    Role required: admin

    About this task

    By default, dispatchers can create advanced filters based off of username and user skill in the agent tab, or crew name and crew skill in the crew tab.

    You can also extend any table related to users or crews and use the fields from those tables to create resource filters. You must enable the advanced resource filter system property before you can configure advanced resource filters. For more information, see Configuring advanced resource filters for Dispatcher Workspace.

    Procedure

    1. Choose one of the following:
      • Navigate to All > Field Service > Dispatching > Dispatcher Workspace Configuration > Agent Filter Configuration.
      • Navigate to All > Field Service > Dispatching > Dispatcher Workspace Configuration > Crew Filter Configuration.
      • If you extended a table, navigate to All > Field Service > Dispatching > Dispatcher Workspace Configuration and then select the table you extended.
    2. Select one of the tables.
      For a list of tables, see Advanced resource filter tables.
    3. Select New.
    4. Select the Field that dispatchers will be able to use as the new search value.
    5. Select Submit.

      Dispatchers can now create advanced resource filters using the value you chose in step 4.