---
sourceDocument: Brazil Customer Service Management
sourceDocumentLink: https://www.servicenow.com/docs/r/customer-service-management

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Customer Service Management

ft:clusterId :

    - csm

bundleId :

    - csm

workflow :

    - Customer and Industry


---

# Configuring filters for Manager

# Configure filters for Manager Workspace {#ariaid-title1}

Release version: Brazil  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Configure filters for scheduling and coaching applications and use the default filter
for channel management to refine your search results.

## Before you begin

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 AllWorkforce Optimization for Customer ServiceManager Workspace ConfigurationFilter Configurations.
2. Click New.
3. On the form, fill in the fields.  
   {#configuring-filters-manager-configurable-workspace__table_xp1_hlt_jnb__entry__2}

   | 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](https://www.servicenow.com/docs/4fOg3epcG_damJDIzMP_Cg "Several types of components are installed with activation of the CSM Configurable Workspace (sn_csm_wfo_workspa) plugin, including user roles, key performance indicators (KPIs), scheduled jobs, properties, and tables.") 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. {#configuring-filters-manager-configurable-workspace__ul_xwp_cnt_jnb} |
   | 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. |
   [Table 1. Filter Configuration form]

   {#configuring-filters-manager-configurable-workspace__table_xp1_hlt_jnb}
4. Click Submit.
{#configuring-filters-manager-configurable-workspace__steps_ktq_qhy_lnb}

*[\>]: and then