Determine the tasks to appear in the task panel

Define default filters to determine which tasks appear on the task panel in the Dispatcher Workspace.

Before you begin

Role required: admin, wm_admin

About this task

By default, dispatchers can filter work order tasks based on their states such as Pending Dispatch, Assigned tasks, P1 tasks, In-progress tasks, Maintenance, and Upcoming tasks.

Procedure

1. Navigate to All > Field Service > Dispatcher Workspace Configuration > Task Panel Filters.

2. Select New.

3. On the form, fill in the fields.

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

   Name	Description
   Title	Filter title
   Table	Table that contains the fields used to filter the list of work order tasks. The default table is wm_task.
   Filter Query	Query to narrow down the fields that are displayed in the task panel.
   Order	Display order of the filters in the Dispatcher Workspace. Filters that have lower order numbers appear higher in the order.
   User	Name of the user to whom the filter applicable.
   Active	Option for enabling the filter in the Dispatcher Workspace.

4. Select Submit.