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.