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Managing ad hoc filters › Using Dispatcher Workspace › Assigning tasks from Dispatcher Workspace › Scheduling and dispatching › Use › Field Service Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create an ad hoc filter from an existing filter

Create ad hoc filters from existing filters from Dispatcher Workspace.

Before you begin

Role required: wm_dispatcher

Procedure

  1. Navigate to All > Field Service > Dispatching > Dispatcher Workspace.

  2. Select the Dispatcher Workspace.

  3. Select a filter from the drop-down of the filter search field.

  4. Select Filter.

  5. Set up the conditions for the filter.

  6. To save this filter for future use, select Save filter.

    1. Enter a Filter Name.

    2. Select Save.

  7. Select Update.

Result

The new filter is added to the filter search drop-down.

  • If the filter wasn’t saved, it’s added as Temporary filter.
  • If the filter was saved, the new filter is added to the drop-down and to List > Saved Filters > Task Filters.