Configure agent list sort options

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

    • Configure the options available for dispatchers to sort agents in the Dispatcher Workspace.

    Antes de Iniciar

    Role required: admin

    Por Que e Quando Desempenhar Esta Tarefa

    By default, dispatchers can view recommended agents based on the distance to the work order task, skills, or parts.

    Procedimento

    1. Navigate to All > Field Service > Dispatcher Workspace Configuration > Agent Sorting.
    2. Select New.
    3. On the form, fill in the fields.
      Nota:
      The Category and Application fields are read-only.
      Tabela 1. Agent recommendation sort criteria
      Name Description
      Name Unique name for the sort option.
      Active Option for enabling the sort option to appear in Dispatcher Workspace.
      Display Name Labels for the fields that appear as the sort option in Dispatcher Workspace.
      Ranking Method
      • More is better: When setting the ranking, a higher value is better. For example, more availability is better when determining the agent ranking.
      • Less is better: When setting the ranking, a lower value is better. For example, fewer cases are better when determining the agent ranking.
      Order Display order of the sort option in Dispatcher Workspace.
      Criterion Criteria to determine the agents that are displayed in the list.
    4. Select Submit.
      agent recommendation sort criteria form