Configure filters for dispatchers

task australia Updated Sep 10, 2026 1 min read configure-filters-for-dispatchers.md
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Create filters for dispatchers to filter work order tasks in Dispatcher Workspace.

Before you begin

Role required: wm_admin, admin

About this task

By default, dispatchers can filter tasks based on work order task states. You can also create your own filters for the tasks.

Procedure

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

    Note: Select any filter from the Application Filter Configurations list to see what it filters from the task panel in Dispatcher Workspace.

  2. Click New.

  3. On the form, fill in the fields.

    Name Description
    Title Filter title
    Table Table that contains the fields used to filter the list of work order tasks. This field is automatically set to the wm_task table.
    Filter Query Query to narrow down the fields that are displayed in the task panel.
    Order The display order of the filters in Dispatcher Workspace. Filters that have a lower order number appear higher in the order.
    Active Option for enabling the filter in Dispatcher Workspace.
  4. Click Submit.

    [Omitted image "application-filter.png"] Alt text: application filter configuration form

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