Configure filters for Manager Workspace

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Configure filters for scheduling and coaching applications and use the default filter for channel management to refine your search results.

    Antes de Iniciar

    Role required: sn_csm_wfo_workspa.admin

    Por Que e Quando Desempenhar Esta Tarefa

    View and analyze data in scheduling and coaching applications based on the filters configured. You can only use the default filters for channel management and cannot configure new filters.

    Procedimento

    1. Navigate to All > Workforce Optimization for Customer Service > Manager Workspace Configuration > Filter Configurations.
    2. Click New.
    3. On the form, fill in the fields.
      Tabela 1. Filter Configuration form
      Name Description
      Filter Name Unique name for the filter configuration.
      Table Table for which the filter is configured.
      Nota:
      You can filter only on specific tables or database views for each module.
      Refer to Filter Configuration Tables in Manager Workspace for a list of tables and database views you can use for each application.
      Field Field on which to filter.
      Filter Query Query to narrow down the filter options.
      Type
      • Choice: choice type field.
      • Reference: reference type field.
      Order Filter display order in Manager Workspace.
      Workspace Module Workforce Optimization for Customer Service module that displays the filter configuration.
      Active Enables the filter configuration in Manager Workspace.
      Macroponent Metadata defined seismic component.
    4. Click Submit.