Configure options for dispatchers to sort work order tasks in Dispatcher Workspace.

Before you begin

Role required: wm_admin, admin

About this task

By default, dispatchers can sort tasks based on only the following options:
  • Scheduled Start Date - Earliest
  • Scheduled Start Date - Latest
  • Priority - Highest
  • Window End - Earliest
  • Window End - Latest
  • Window Start - Earliest
  • Window Start - Latest

Procedure

  1. Navigate to Field Service > Dispatcher Workspace Configuration > Task Panel Sorting.
  2. Click New.
  3. On the form, fill in the fields.
    Table 1. Sort Option Configuration Form
    NameDescription
    Name Unique name for the sort option.
    Display Name Labels for the fields that appear as the sort option in Dispatcher Workspace.
    Table Table that contains the fields that are used to sort the list of work order tasks. This field is automatically set to the wm_task table.
    Field Field used for sorting the list of tasks.
    Active Option for displaying the field for sorting tasks in Dispatcher Workspace.
    Sort order Sort order for the sort field labels. The default value is ascending. To use a descending order, select z-a.
    Order The display order of the sort options in Dispatcher Workspace. Sort options that have a lower order number appear higher in the order.
  4. Click Submit.