Configure agent list sort options

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

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

    Vorbereitungen

    Role required: admin

    Warum und wann dieser Vorgang ausgeführt wird

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

    Prozedur

    1. Navigate to All > Field Service > Dispatcher Workspace Configuration > Agent Sorting.
    2. Select New.
    3. On the form, fill in the fields.
      Hinweis:
      The Category and Application fields are read-only.
      Tabelle : 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