Customize information on task cards and agent cards

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

    • Customize the fields that appear on the task cards and agent cards to display certain information in Dispatcher Workspace.

    Vorbereitungen

    Role required: wm_dispatcher

    Warum und wann dieser Vorgang ausgeführt wird

    On the task cards and agent cards, the administrator has to configure what fields are available for you to customize.

    Prozedur

    1. Navigate to Field Service > Dispatching > Dispatcher Workspace.
    2. Select Dispatcher Workspace.
    3. Customize the information to be presented on the card.
      • For task cards, select Settings icon (Settings icon.) and then select the Tasks tab.
      • For agent cards, select Settings icon (Settings icon.) and then select the Resources tab.
    4. Enable or disable the fields in the Settings dialog box.
      For more information, see Enable Dispatcher Workspace settings.
    5. Select Save.

    Ergebnisse

    The card reflects the selected fields.