Filter resources in Dispatcher Workspace

task australia Updated Sep 10, 2026 1 min read advanced-filtering-dw.md
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You can create your own advanced resource filters in Dispatcher Workspace to make complex filtering easy.

Before you begin

[Omitted video] Description: Filter resources in Dispatcher Workspace

Role required: wm_dispatcher.

Procedure

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

  2. Select Dispatcher Workspace.

  3. Select Filter resources.

  4. Select + Advanced filters.

  5. Select Crews if this is a new crew filter.

  6. Select a filter from the Use existing filter drop-down menu if you’re changing an existing filter.

  7. Add or edit the filter that you want to apply.

  8. Choose from the following:

    • Select Save Filter to name the filter and save it.
    • Select Apply to run the filter. Select the filter again to clear the filter from Dispatcher Workspace.
    • Select the more actions icon [Omitted image "more_action_triangle.png"] Alt text: more actions, then Update to overwrite the filter if you were changing an existing filter. You can't update administrator-created filters.
    • Select the more actions icon [Omitted image "more_action_triangle.png"] Alt text: more actions, then Save as new to save a new filter if you were changing an existing filter. If you saved the filter, you can select the filter from the Advanced filters drop-down menu. Filter resources changes to Temporary filter when a filter is applied.
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