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...

  1. To open the page, use the path(s) in the Security and navigation section above.
  2. Click the Item List Options button and select New Filter. The Edit Search Filter page will display.

  1. Enter a name for the new filter in the Filter Name field. Filter names must be unique.
  2. The Column column in the Filter Values table lists the Autotask fields that you can filter on.
  3. 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.
  4. 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
Multiple

Single:
=
<>

Multiple:
In
Not In

Icon calls Resource Selector page
Organization Your Autotask instance may be configured to use one of the following terms instead: Account, Business Unit, Client Company, Customer, Site. 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 The database record of your own organization in Autotask. It has the organization ID "0", and is used as the sender address on quotes, invoices, etc. Previous versions of the help referred to this database record as: 0 Account, Zero Company, Your Own Company.'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