Creating and editing search filters
SECURITY Dispatch Calendar permissions
NAVIGATION Calendar > Dispatch Calendar
The bottom of the Dispatch Calendar displays a re-sizable list of tasks and tickets that can be scheduled:
NOTE The task filter will only appear if > Admin > Service Desk > System Settings > Allow users with Service Desk access to see, edit, and schedule project tasks in Dispatch Calendar is enabled.
How to...
- To open the page, use the path(s) in the Security and navigation section above.
- Click the Item List Options button and select New Filter. The Edit Search Filter page will display.
- Enter a name for the new filter in the Filter Name field. Filter names must be unique.
- The Column column in the Filter Values table lists the Autotask fields that you can filter on.
- Make the appropriate selections in the Selection, Operator and Values columns for each field you want to use for this filter. For details on the Selection, Operator and Values options for each field, refer to the table below.
- Click Save & Close.
Column | Selection | Operator | Value(s) |
---|---|---|---|
Item Type | Single Multiple |
Single: = <> Multiple: In Not In |
Task Ticket |
Item Number | Single | Single: = <> Starts with Ends with Contains Multiple: In Not In |
entered by the user |
Project Name | Single Multiple |
Single: = <> Starts with Ends with Contains Multiple: In Not In |
Icon calls Project Selector page |
Project Phase | Single Multiple |
Single: = <> Contains no Data Contains Data Multiple: In Not In |
Icon calls Project Phase Selector page |
Project Lead |
Single |
Single: |
Icon calls Resource Selector page |
Organization Name | Single Multiple |
Single: = <> Multiple: In Not In |
Icon calls Organization Selector page |
Item Name | Single |
= <> Starts with Ends with Contains |
entered by the user |
Primary Resource | Single Multiple |
Single: = <> Contains no Data Contains Data |
Icon calls Resource Selector page |
Queue Name | Single Multiple |
= <> Contains no Data Contains Data |
Drop-down of your local organization's queues |
Status | Single Multiple |
Single: = <> Multiple: In Not In |
Drop-down of your local organization's statuses |
Priority | Single Multiple |
Single: = <> Multiple: In Not In |
Drop-down of your local organization's priority list |
Due Date | Single Multiple Dynamic |
= <> >= < <= Contains no Data Contains Data |
Calendar for selecting a single date 2 date fields for entering a date range Drop-down list of dynamic date values if selection is dynamic |
Ticket Contact | Single Multiple |
= <> Contains no Data Contains Data |
Icon calls Contact Selector page |
Scheduled | Single | = | Checked Unchecked |
Contract | Single Multiple |
= <> |
Icon calls Contract Selector page |
Ticket Source | Single Multiple |
= <> |
Drop-down with your local organization's ticket sources |
Classification | Single Multiple |
= <> |
Drop-down with your list of organization classifications |
Issue Type | Single Multiple |
= <> |
Drop-down with your list of ticket issue types |
Actual Hours | Single Multiple |
= > >= < <= <> |
Enter the number of hours |
Estimated Hours | Single Range |
= > >= < <= <> |
Enter the number of estimated hours |
First Response Due | Single Range Dynamic |
= > >= < <= |
Icon calls calendar. Select a date. |
Hours to be Scheduled | Single Range |
= > >= < <= <> |
Enter the number of hours or an range of hours |
Next SLA Event Due | Single Range |
= > >= < <= <> |
Enter the number of hours or an range of hours |
Resolution Plan Due | Single Range Dynamic |
= > >= < <= |
Enter a date or a range of dates, or enter a dynamic date range |
Resolved Due | Single Range Dynamic |
= > >= < <= |
Enter a date or a range of dates, or enter a dynamic date range |