Filterable Nearby Activities Buttons

Nearby Activities buttons may be configured to have pre-defined or ad-hoc filters automatically applied to limit the nearby activities displayed within the list and on the map.  Multiple Nearby Activities buttons may be configured to quickly launch different filter views to guide technicians toward activities that meet specific criteria.  For example, separate buttons may be configured for "Urgent Activities" vs "High Priority Activities" or even using a combination of filter criteria like "Preventative Maintenance with Upcoming SLAs".

Screenshot illustrating the 'Nearby Activities' buttons, which can be configured with pre-defined or ad-hoc filters to limit displayed activities on the list and map. Multiple buttons can be set up to quickly launch different filter views, such as 'Urgent Activities,' 'High Priority Activities,' or combinations like 'Preventative Maintenance with Upcoming SLAs.

  • Streamline field workflow with quick action buttons for predefined views
  • Guide field resources toward specific activities when self-assigning work

Steps to Enable

  1. Open Screen Configuration for the required User Type.
  2. Add a new or modify an existing 'Nearby Activities' button within a context layout like the 'Activity List'.
  3. Add a new parameter for this button.
  4. Select either a pre-configured or an ad-hoc filter.
  5. After clicking on the 'Nearby Activities' button within the My Route screen, the filtered Nearby workflow will be launched.