Filter Faster in the Gantt
Where: This change applies to Lightning Experience and Salesforce Classic in Enterprise, Performance, Unlimited, and Developer editions with the Field Service Lightning managed package installed.
How: To filter the appointment list and Gantt by service territory, click the territory filtering icon (1) in the appointment list.
- Click the stars to make frequently viewed territories favorites. View your favorites on the Favorites tab (2).
- Use the search field and selection buttons (3) to find territories faster.
- Hover over a territory and click Switch (4) to deselect all territories and select only that territory.
- Click Save to apply the filter and return to the appointment list.
Filter the Gantt resource list by skill from the Gantt filter’s Skills tab. Change the Filter Logic to OR to display resources with one or more of the selected skills.