Skip to content
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Configure agent list sort options

Configure the options available for dispatchers to sort agents in the Dispatcher Workspace.

Before you begin

Role required: admin

About this task

By default, dispatchers can view recommended agents based on the distance to the work order task, skills, or parts.

Procedure

  1. Navigate to All > Field Service > Dispatcher Workspace Configuration > Agent Sorting.

  2. Select New.

  3. On the form, fill in the fields.

    Note: The Category and Application fields are read-only.

NameDescription
NameUnique name for the sort option.
ActiveOption for enabling the sort option to appear in Dispatcher Workspace.
Display NameLabels for the fields that appear as the sort option in Dispatcher Workspace.
Ranking Method
  • More is better: When setting the ranking, a higher value is better. For example, more availability is better when determining the agent ranking.
  • Less is better: When setting the ranking, a lower value is better. For example, fewer cases are better when determining the agent ranking.
OrderDisplay order of the sort option in Dispatcher Workspace.
CriterionCriteria to determine the agents that are displayed in the list.
  1. Select Submit.
Image omitted: agent-sort-options.png
agent recommendation sort criteria form