Export saved ad hoc filters

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read

    • Export 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. Click 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. Click Export.

    Result

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