Create an ad hoc filter from an existing filter

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Create ad hoc filters from existing filters from Dispatcher Workspace.

    Before you begin

    Role required: wm_dispatcher

    Procedure

    1. Navigate to All > Field Service > Dispatching > Dispatcher Workspace.
    2. Click the Dispatcher Workspace.
    3. Select a filter from the drop-down of the filter search field.
    4. Click Filter.
    5. Set up the conditions for the filter.
    6. Optional: To save this filter for future use, click Save filter.
      1. Enter a Filter Name.
      2. Click Save.
    7. Click Update.

    Result

    The new filter is added to the filter search drop-down.
    • If the filter wasn’t saved, it’s added as Temporary filter.
    • If the filter was saved, the new filter is added to the drop-down and to List > Saved Filters > Task Filters.