Export saved ad hoc filters

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Export ad hoc filters saved in the Dispatcher Workspace.

    Before you begin

    Role required: wm_dispatcher

    Procedure

    1. Navigate to All > Field Service > Dispatching > Dispatcher Workspace.
    2. Select List.
    3. Under Lists, navigate to Saved Filters > Task Filter.
    4. Select Export.
    5. Select a File Type.
    6. Select a Delivery Type.
      • Select Download to download locally.
      • Select Email, then enter an email to send to.
    7. Select Export.

    Result

    The saved filters are formatted and exported to the desired delivery type.