Select Territories in Dispatcher Workspace
Quickly select territories to filter resources in Dispatcher Workspace. You can also save default territories to load each time you open Dispatcher Workspace.
Before you begin
Role required: wm_dispatcher
About this task
You must turn off Enable single select groups / territories in settings to select multiple territories. For more information, see Enable Dispatcher Workspace settings.
Procedure
Navigate to All > Field Service > Dispatching > Dispatcher Workspace..
Select Dispatcher Workspace.
Select Territories
Image omitted: territory-group-select.png
territory.
territory.
Select the territories that you want to see.
Options Selections Select the whole territory Select a parent territory. This selects the parent and all the children in the territory. Select a whole territory but exclude some children Select a parent territory, then navigate into the nested structure and select the children you want to remove. Select multiple territories Select the parent, or individual child territories one by one. De-select territories Select a territory again to deselect it. Search for a territory Enter a search for the territory. The search refines the list of territories as you enter. Select Show more after a search to see the other territories in the grouping that don’t match the search criteria. Note:
Selected territories or child territories turn green when they’re selected.
Select Set as default to load your selection each time you open Dispatcher Workspace.
Select Apply.