Update a saved ad hoc filter

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read
  • Update ad hoc filters saved in Dispatcher Workspace.

    Before you begin

    Role required: wm_dispatcher

    Procedure

    1. Navigate to All > Field Service > Dispatching > Dispatcher Workspace.
    2. Click List.
    3. Under Lists, navigate to Saved Filters > Task Filter.
    4. Select a filter.
    5. Select and edit the desired fields.
    6. Click Save.

    Result

    The saved filter is updated according to the new parameters.