Create a Filter

You can use filters as a part of the routing process to prioritize resources (or organizations) or activities (or activity groups) above others. First you must create the filter. Then you can add it to a routing plan and configure it for that plan.

The following preference settings are important:

  • Select the Routing check box to see the filter on the Add routing plan screen.

  • Select the Routing check box only for those filters that do not have the filter condition set to Dynamic.