Filters within templates | Workforce Management

Filters within templates

Fine Prawn

It would be very beneficial if we could filter while working on templates. Right now, the only option I can find is to sort which isnt helpful, or to apply the filter to a day and then filter, then re-save the template.

December 8, 2023

Monica Rangel

Merged in a post:

Add filters to templates

Fine Prawn

Please add the filters that we have on schedules to the templates page? Right now we have to build a schedule, apply it to a test day, filter and adjust as needed, and then save as a new template. If we had filters, it would be witihin the same page....

4 days ago

Hollywood cerise Hoverfly

I just posted an identical request to this... would love this feature to get consideration.

Monica Rangel

Merged in a post:

Can't filter in template edits

David Patou

Customer wants to be able to tweak a template for a group of agents (a team), but can only search for individual agents. See the attached screenshot for the filter that exists in the staffing view, but not in the edit template view

January 2, 2024

Luke Andrews

Hi Fine Prawn. Can you elaborate a bit more on what you'd like to filter?

Are you talking about filtering which agents are in the template? Or filter to a set of agents to focus on temporarily? Or something else?

Fine Prawn

Luke Andrews:  
Channel
Queue
Site
Team
Skill

Previous Squid

Luke Andrews I know this question was from a long time ago, but being able to filter to a group of agents to focus on would be my primary need. We manage agents for several queues on a single template, and I need to be able to work on the participants for each queue as a group.