Configure 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
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
Navigate to All > Workforce Optimization for Customer Service > Manager Workspace Configuration > Filter Configurations.
Select New.
On the form, fill in the fields.
| 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 |
|
| 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. |
- Select Submit.
Parent Topic:Optimize workforce operations