Configure filters for ITSM Manager Workspace

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Define filter configurations for Schedule, Coaching, and Channels applications. You can use these filters to refine your search and view targeted results.

    Before you begin

    Role required: sn_wfo_cfg_ws.admin

    About this task

    Procedure

    1. Navigate to All > Workforce Optimization for ITSM > Manager Workspace Configurations > Filter Configurations.
    2. Click New.
    3. On the form, fill in the fields.
      Table 1. Filter Configuration form
      Name Description
      Filter Name Unique name for the filter configuration.
      Table Table that is used for the filter configuration.
      Note:
      • You can filter only on specific tables or database views for each module.
      • For a list of tables and database views that you can use for each module, see the Filter Configuration Tables section in Workforce Optimization for ITSM components.
      Field Field on which to filter.
      Filter Query Query to narrow down the filter options.
      Type Type of field to choose from:
      • Choice: choice type field.
      • Reference: reference type field.
      Order Filter that you can use to see the display order in Manager Workspace.
      Workspace Module Workforce Optimization for ITSM module that displays the filter configuration.
      Active Option that enables the filter configuration in Manager Workspace.
    4. Click Submit.