How to configure Assignment Groups visibility in Dispatcher Workspace?

Tejal Patil1 · yesterday

Hi Community,

I have a requirement to make certain Assignment Groups available for selection in the Assignment Group filter within Dispatcher Workspace.
Based on my initial understanding, an assignment group should become visible in Dispatcher Workspace when:

The user is a member of that assignment group, and
The group has Group Type = wm_dispatcher

This approach worked for one or two assignment groups, which are currently visible in the Assignment Group dropdown. However, I am trying to add a few more assignment groups, and those are not appearing—even after confirming user membership and the group type.
While researching further, I noticed that in Dispatcher Workspace → Settings → General tab, there is an option:

“Choose which assignment groups to set as the default selection in the toolbar”

Only a limited set of assignment groups appear in this configuration list, and those same groups are the only ones visible in the Assignment Group filter within Dispatcher Workspace. The additional assignment groups I want to expose do not appear here at all, which seems to be the reason they are not selectable in the workspace.

My questions:

How is this list of assignment groups in the Dispatcher Settings (General tab) actually populated?
Are there additional configuration steps, roles, plugins, or criteria (beyond group membership and wm_dispatcher group type) that control assignment group visibility in Dispatcher Workspace?
How can I add new assignment groups so they appear both in the Dispatcher Settings and in the Assignment Group filter for selection?

Any guidance or pointers to documentation would be greatly appreciated.

Thanks in advance!

SanketKhabiya · yesterday

Based on my analysis and testing, the Assignment Groups visible in Dispatcher Workspace → Settings → General (Assignment Group selection) are not pulled from all groups with Group Type = wm_dispatcher. There are additional criteria involved.

Below is a consolidated explanation:

🔍 How the Assignment Group list is populated

The Dispatcher Workspace filters assignment groups based on Field Service Management (FSM) context, not just group configuration.

Mandatory conditions

An Assignment Group must:

Be Active
Have Group Type = wm_dispatcher
The logged-in user must be a member of the group

Additional criteria (important)

Even if the above is satisfied, groups may still not appear unless the following conditions are met:

1. Linked to a Service Territory

Dispatcher Workspace is territory-driven.

Navigate to Service Territory [wm_territory]
Ensure the Assignment Group is added in the Assignment Groups related list

If not linked → the group will not appear

2. Contains valid workforce users

The group should include users with Field Service roles such as:

wm_dispatcher
wm_technician
wm_agent

Groups without relevant workforce users may be ignored by the workspace.

3. Used in FSM context (recommended)

Groups that are actively used in FSM configurations are more likely to appear:

Work Orders / Work Order Tasks
Assignment Rules
Scheduling Policies

4. Domain considerations (if applicable)

If Domain Separation is enabled:

The group and user must belong to the same domain

5. Caching behavior

Dispatcher Workspace uses caching.

After making changes:

Perform a hard refresh (Ctrl + Shift + R)
Or run cache.do
Or re-login

Steps to make new Assignment Groups visible

Create/Update the Assignment Group
- Active = true
- Group Type = wm_dispatcher
Add users with FSM roles (wm_dispatcher, wm_technician)
Link the group to a Service Territory
(Optional) Use the group in Work Orders or Assignment Rules
Clear cache / reload workspace

📌 Conclusion

Dispatcher Workspace only displays Assignment Groups that are:

Dispatcher-enabled
Territory-associated
Workforce-relevant
Contextually usable within FSM

This is why some groups appear in the Settings and Assignment Group filter while others do not.

Hope this helps!