Configure filters for Manager Workspace

task brazil Updated Sep 10, 2026 1 min read configuring-filters-manager-configurable-workspace.md
Raw file servicenow.com

Configure filters for scheduling and coaching applications and use the default filter for channel management to refine your search results.

Before you begin

Role required: sn_csm_wfo_workspa.admin

About this task

View and analyze data in scheduling and coaching applications based on the filters configured. You can only use the default filters for channel management and cannot configure new filters.

Procedure

  1. Navigate to All > Workforce Optimization for Customer Service > Manager Workspace Configuration > Filter Configurations.

  2. Click New.

  3. On the form, fill in the fields.

Name

Description

Filter Name

Unique name for the filter configuration.

Table

Table for which the filter is configured. Note: You can filter only on specific tables or database views for each module.

Refer to Filter Configuration Tables in Manager Workspace for a list of tables and database views you can use for each application.

Field

Field on which to filter.

Filter Query

Query to narrow down the filter options.

Type

  • Choice: choice type field.
  • Reference: reference type field.

Order

Filter display order in Manager Workspace.

Workspace Module

Workforce Optimization for Customer Service module that displays the filter configuration.

Active

Enables the filter configuration in Manager Workspace.

Macroponent

Metadata defined seismic component.

4. Click **Submit**.

Parent Topic:Optimize workforce operations

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