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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

Export saved ad hoc filters

Export ad hoc filters saved in the Dispatcher Workspace.

Before you begin

Role required: wm_dispatcher

Procedure

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

  2. Select List.

  3. Under Lists, navigate to Saved Filters > Task Filter.

  4. Select Export.

  5. Select a File Type.

  6. Select a Delivery Type.

    • Select Download to download locally.
    • Select Email, then enter an email to send to.
    • Select Export.

Result

The saved filters are formatted and exported to the desired delivery type.