Filter resources in Dispatcher Workspace

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

    • You can create your own advanced resource filters in Dispatcher Workspace to make complex filtering easy.

    Antes de Iniciar

    Role required: wm_dispatcher.

    Procedimento

    1. Navigate to Field Service > Dispatching > Dispatcher Workspace.
    2. Select Dispatcher Workspace.
    3. Select Filter resources.
    4. Select + Advanced filters.
    5. Opcional: Select Crews if this is a new crew filter.
    6. Opcional: Select a filter from the Use existing filter drop-down menu if you’re changing an existing filter.
    7. Add or edit the filter that you want to apply.
    8. Choose from the following:
      • Select Save Filter to name the filter and save it.
      • Select Apply to run the filter. Select the filter again to clear the filter from Dispatcher Workspace.
      • Select the more actions icon more actions, then Update to overwrite the filter if you were changing an existing filter. You can't update administrator-created filters.
      • Select the more actions icon more actions, then Save as new to save a new filter if you were changing an existing filter.
      If you saved the filter, you can select the filter from the Advanced filters drop-down menu. Filter resources changes to Temporary filter when a filter is applied.