Configuring filters for Manager Workspace

Configure filters for scheduling and coaching applications and use the default filter for channel management to refine your search results.

Before you begin

Important:

Starting with the Tokyo release, Legacy Workforce Optimization is being prepared for future deprecation. It will be hidden and no longer activated on new instances but will continue to be supported. For details, see the Deprecation Process [KB0867184] article in the Now Support Knowledge Base.

Role required: sn_csm_wfo_workspa.admin

About this task

View and analyze data in scheduling and coaching applications based on the filters configured. You can only use the default filters for channel management and cannot configure new filters.

Procedure

1. Navigate to All > Workforce Optimization for Customer Service > Manager Workspace Configuration > 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 for which the filter is configured. Note: You can filter only on specific tables or database views for each module. Refer to Filter Configuration Tables in Manager Workspace for a list of tables and database views you can use for each application.
   Field	Field on which to filter.
   Filter Query	Query to narrow down the filter options.
   Type	Choice: choice type field. Reference: reference type field.
   Order	Filter display order in Manager Workspace.
   Workspace Module	Workforce Optimization for Customer Service module that displays the filter configuration.
   Active	Enables the filter configuration in Manager Workspace.
   Macroponent	Metadata defined seismic component.

4. Click Submit.