Configure filters for dispatchers

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

    • Create filters for dispatchers to filter work order tasks in Dispatcher Workspace.

    Vorbereitungen

    Role required: wm_admin, admin

    Warum und wann dieser Vorgang ausgeführt wird

    By default, dispatchers can filter tasks based on work order task states. You can also create your own filters for the tasks.

    Prozedur

    1. Navigate to All > Field Service > Dispatcher Workspace Configuration > Task Panel Dispatcher Filters.
      Hinweis:
      Select any filter from the Application Filter Configurations list to see what it filters from the task panel in Dispatcher Workspace.
    2. Click New.
    3. On the form, fill in the fields.
      Tabelle : 1. Application Filter Configuration formThe following table helps you to understand the field names and their descriptions
      Name Description
      Title Filter title
      Table Table that contains the fields used to filter the list of work order tasks. This field is automatically set to the wm_task table.
      Filter Query Query to narrow down the fields that are displayed in the task panel.
      Order The display order of the filters in Dispatcher Workspace. Filters that have a lower order number appear higher in the order.
      Active Option for enabling the filter in Dispatcher Workspace.
    4. Click Submit.
      application filter configuration form