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
Navigate to All > Field Service > Dispatcher Workspace Configuration > Agent Sorting.
Select New.
On the form, fill in the fields.
Note: The Category and Application fields are read-only.
| Name | Description |
|---|---|
| Name | Unique name for the sort option. |
| Active | Option for enabling the sort option to appear in Dispatcher Workspace. |
| Display Name | Labels for the fields that appear as the sort option in Dispatcher Workspace. |
| Ranking Method |
|
| Order | Display order of the sort option in Dispatcher Workspace. |
| Criterion | Criteria to determine the agents that are displayed in the list. |
- Select Submit.
Image omitted: agent-sort-options.png
agent recommendation sort criteria form
agent recommendation sort criteria form