Create a custom quick task filter
task brazil Updated Sep 10, 2026 1 min read create-custom-quick-filter.md
Add a custom filter criterion to the quick task and calendar filters.
Before you begin
Role required: admin. You must be a professional developer to implement this extension point.
Procedure
-
Navigate to the All menu, type
sys_extension_point.list, and press Enter. -
Open the
DispatcherWorkspaceQuickFilterExtensionPointrecord. -
Select the Create Implementation related link.
A new script include generates with the required method stubs for this extension point.
-
In the generated script include, define the methods.
For example:
getDisplayName— the name shown for this filter in the quick filter modal.getFilterType— the value type this filter evaluates.getFilterOptions— the values available for this filter.getOperatorGroups— the operators available for this filter.getFilterId— a unique identifier for this filter implementation.getFilterData— the query logic that returns matching tasks.processFilterRule— how a selected value is applied to the filter.
-
Save the script include.
-
In the extension point record, verify the new implementation appears in the Implementations related list.
Result
The new criterion is available to select in the quick task filter and quick calendar filter modals.
Related topics
Keywords quick task filterextension point
61 lines · 2.4 KB
---
title: Create a custom quick task filter
description: Add a custom filter criterion to the quick task and calendar filters.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/field-service-management/create-custom-quick-filter.html
release: brazil
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
keywords: [quick task filter, extension point]
breadcrumb: [Dispatcher Workspace, CSM/FSM Configurable Workspace, Configure, Field Service Management]
---
# Create a custom quick task filter
Add a custom filter criterion to the quick task and calendar filters.
## Before you begin
Role required: admin. You must be a professional developer to implement this extension point.
## Procedure
1. Navigate to the **All** menu, type `sys_extension_point.list`, and press Enter.
2. Open the `DispatcherWorkspaceQuickFilterExtensionPoint` record.
3. Select the **Create Implementation** related link.
A new script include generates with the required method stubs for this extension point.
4. In the generated script include, define the methods.
For example:
- `getDisplayName` — the name shown for this filter in the quick filter modal.
- `getFilterType` — the value type this filter evaluates.
- `getFilterOptions` — the values available for this filter.
- `getOperatorGroups` — the operators available for this filter.
- `getFilterId` — a unique identifier for this filter implementation.
- `getFilterData` — the query logic that returns matching tasks.
- `processFilterRule` — how a selected value is applied to the filter.
5. Save the script include.
6. In the extension point record, verify the new implementation appears in the **Implementations** related list.
## Result
The new criterion is available to select in the quick task filter and quick calendar filter modals.
**Related topics**
[Quick task and calendar filters](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/field-service-management/field-service-scheduling/quick-filters-dw.md)
[Apply a quick task filter](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/field-service-management/field-service-scheduling/apply-quick-task-filter.md)
[Apply a quick calendar filter](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/field-service-management/field-service-scheduling/apply-quick-cal-filter.md)
| title | Create a custom quick task filter |
| description | Add a custom filter criterion to the quick task and calendar filters. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/field-service-management/create-custom-quick-filter.html |
| release | brazil |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| keywords | quick task filterextension point |
| breadcrumb | Dispatcher WorkspaceCSM/FSM Configurable WorkspaceConfigureField Service Management |