Manage data filters
AI-generated summary
Genesys Cloud provides capabilities to manage data filters. Administrators can view and manage both custom and predefined filters. They can add predefined filters, enable or disable filters, edit filter criteria and digital channels for predefined filters, test filters, and delete filters. Key details include adding filters from the predefined list, toggling their status to enable/disable them, editing criteria and digital channels for predefined filters, testing with the Run Test option, and permanently deleting filters. The predefined filters list allows re-adding deleted predefined filters.
The following permissions:
- Dataprivacy > Maskingrule > Add
- Dataprivacy > Maskingrule > Delete
- Dataprivacy > Maskingrule > Edit
- Dataprivacy > Maskingrule > Execute
- Dataprivacy > Maskingrule > View
Administrators can view and manage both custom and predefined filters.
- Click Admin.
- Under Account Settings, click Digital Data Filtering Rules.
- Click Menu > Account > Digital Data Filtering Rules.
- Click Add Filter against a predefined filter in the Predefined Filters list.
The predefined filter is added to the All Filters table, but it is not enabled automatically.
- Use the toggle switch under Status column to enable the added predefined filter.
- Click Admin.
- Under Account Settings, click Digital Data Filtering Rules.
- Click Menu > Account > Digital Data Filtering Rules.
- Under All Filters, use the toggle switch to enable or disable the required filter.
- Click Admin.
- Under Account Settings, click Digital Data Filtering Rules.
- Click Menu > Account > Digital Data Filtering Rules.
- Under All Filters, click More against the filter that you want to edit and select Edit.
- In the Edit Data Filter pane, make the required changes to the filter criteria.Note: For a predefined filter, you can modify only the digital channels.
For more information about filter details, see Create a data filter.
- (Optional) Test the filter using the Run Test option.
- Click Save. Note: The status of a filter (enabled or disabled) does not change after the filter is updated.
- Click Admin.
- Under Account Settings, click Digital Data Filtering Rules.
- Click Menu > Account > Digital Data Filtering Rules.
- Under All Filters, click More against the filter that you want to delete and select Delete.
- Click Yes, Delete Rule to delete or click Cancel to cancel the deletion. Note: By deleting a predefined filter, you are only removing it from All Filters. You can add it again using the Add Filter option under the Predefined Filters list.
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