Configure filters for ITSM Manager Workspace
Define filter configurations for Schedule, Coaching, and Channels applications. You can use these filters to refine your search and view targeted results.
Before you begin
Role required: sn_wfo_cfg_ws.admin
About this task
Procedure
Navigate to All > Workforce Optimization for ITSM > Manager Workspace Configurations > Filter Configurations.
Select New.
On the form, fill in the fields.
| Name | Description |
|---|---|
| Filter Name | Unique name for the filter configuration. |
| Table | Table that is used for the filter configuration. Note:
|
| Field | Field on which to filter. |
| Filter Query | Query to narrow down the filter options. |
| Type | Type of field to choose from:- Choice: choice type field. - Reference: reference type field. |
| Order | Filter that you can use to see the display order in Manager Workspace. |
| Workspace Module | Workforce Optimization for ITSM module that displays the filter configuration. |
| Active | Option that enables the filter configuration in Manager Workspace. |
- Select Submit.
Result
The filter configuration is saved and available in the Workspace Module you specified, provided the Active option is selected.
Filter added to the Schedules module
If you created a new filter for the Schedules module, then you must navigate to the Schedules module to view it.
What to do next
To verify the filter is active, navigate to All > Workforce Optimization for ITSM > Manager Workspace and open the module specified in the Workspace Module field. The filter appears in the filter panel.
Parent Topic:Advanced configurations for Workforce Optimization for ITSM