Personalize your resource view in Dispatcher Workspace

task australia Updated Sep 10, 2026 1 min read personalize-resource-dw.md
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Dispatchers can personalize the resources they see in Dispatcher Workspace by creating an advanced resource filter that applies every time they open Dispatcher Workspace.

Before you begin

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 a different tab if you're creating a crew, equipment, or contractor filter.

  6. Add or edit the filter that you want apply when you open Dispatcher Workspace.

  7. Select Set as default.

  8. Select Apply.

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