Create an advanced resource filter for dispatchers

Create an advanced resource filter so all dispatchers can use the same filter in Dispatcher Workspace.

Avant de commencer

Role required: admin

Pourquoi et quand exécuter cette tâche

When administrators create an advanced resource filter for dispatchers they show up in the Resource filter drop-down menu in Dispatcher Workspace. All advanced filters created by administrators show up alphabetically at the top of the resource filters list. Dispatcher created filters show below the list of administrator filters.

Procédure

1. Navigate to All > Field Service > Dispatching > Dispatcher Workspace Configuration > Resource Filter.
2. Select New.
3. Fill in the fields in the form:
   • Title: The name of the filter that will show in Dispatcher Workspace.
   • Active: if the filter is active.
4. Select Submit.
5. Select the name of the filter you just created.
6. Select New.
7. Fill in the fields on the form.

   Field	Description
   Table	Select the view. The choices are: agent_filter_config_view crew_filter_config_view equipment_filter_config_view contractor_filter_config_view
   Filter	Add the conditions and clauses that will be used to filter the information in the table you selected.

8. Select Submit.

   The filter is added to dispatcher workspace for dispatchers to use.