Manage data filters
AI-generated summary
section. Access requires specific permissions including Data Privacy > Masking Rule (Add, Delete, Edit, Execute, View) and Billing > Subscription > View. Administrators can implement predefined filters for either Inbound or Outbound interaction types, which must be manually activated through status toggle switches in the All Filters table and can be enabled or disabled at any time without affecting filter status after updates.
The platform supports filter customization through an Edit function that allows modification of filter criteria. Predefined filters have a specific limitation: while digital channels can be modified, regex modifications require copying the filter into a separate custom filter. A Run Test option is available to validate filter functionality before saving changes. Filter deletion removes items from the All Filters table but does not permanently eliminate predefined filters, as they can be re-added through the Predefined Filters list using the More options menu with a confirmation prompt.
Genesys Cloud includes a feedback mechanism that allows users to evaluate documentation helpfulness and submit detailed responses regarding content accuracy, clarity, and relevance. Users can specify their role—Agent, Administrator, Developer/Engineer, Partner, Supervisor, Support, or Other—to contextualize feedback, which requires email submission and acknowledgment of the Genesys Cloud privacy policy. Related documentation encompasses 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. Community support resources are available for additional assistance with implementation and troubleshooting.
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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