Manage data filters
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, requiring administrators to possess specific permissions including Data Privacy > Masking Rule (Add, Delete, Edit, Execute, View) and Billing > Subscription > View capabilities.
The system supports two predefined filter types: Inbound filters that apply to all inbound interactions and Outbound filters that apply to all outbound interactions. Predefined filters are not automatically enabled upon addition and require manual activation through status toggle switches in the All Filters table. Filters can be toggled on or off at any time without affecting their underlying configuration.
Edit functionality permits modification of filter criteria, though predefined filters have a key limitation: only their digital channels can be modified. Users requiring regex modifications to predefined filters must copy the filter's regex into a separate custom filter. The platform includes a Run Test option to validate filter functionality before saving changes, and filter enabled/disabled status persists after updates.
Deletion of predefined filters removes them from the All Filters table but does not prevent their re-addition through the Predefined Filters list. Both custom and predefined filters can be viewed and managed by administrators, with all filter management operations maintaining their configuration state throughout the system lifecycle.
Genesys Cloud provides a feedback mechanism enabling users to evaluate article helpfulness and submit detailed responses regarding content accuracy, clarity, and relevance. The feedback form includes options to identify specific issues such as inaccurate or incomplete information, outdated content, or unclear presentation, as well as positive feedback categories. Users can specify their role—including Agent, Administrator, Developer/Engineer, Partner, Supervisor, or Support—to contextualize feedback. The form requires email submission and acknowledgment of the Genesys Cloud privacy policy. Related documentation topics encompass account settings management, data filtering creation, digital data filtering rules, workforce management item filtering and sorting, data resource management within flows, and custom data management procedures.
The following permissions:
- Dataprivacy > Maskingrule – Add
- Dataprivacy > Maskingrule – Delete
- Dataprivacy > Maskingrule – Edit
- Dataprivacy > Maskingrule – Execute
- Dataprivacy > Maskingrule – View
- Billing > Subscription – View
Administrators can view and manage both custom and predefined filters.
- Click Menu > Account > Digital Data Filtering Rules.
- Click Add Filter against a predefined filter in the Predefined Filters list.
- Select one of the following two options:
- Inbound: Applies the filter to all inbound interactions
- Outbound: Applies the filter to all outbound interactions Note: The predefined filter is added to the All Filters table, but it is not enabled automatically.
- Use the toggle switch under the Status column to enable the added predefined filter.
- Click Menu > Account > Digital Data Filtering Rules.
- Under All Filters, use the toggle switch to enable or disable the required filter.
- 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. To apply a predefined filter with a modified regex, for example to add more words to the Profanity Filter, copy the Profanity Filter’s regex and paste it into a separate custom filter.
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 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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