##### Interaction Management Tasks > Filtering Interaction Lists

# Choosing Filter Window Criteria

Use the Filter window to define the filtering properties (criteria) that you want to use.

### Filter Window—Basic Criteria

Filter Menu
New | Click to create a new filter.
Open | Click to display the Open Filter window, which enables you to open an existing filter.
Revert | Click to reload the last saved version of the filter.
Save | Click to save the current filter. If you are working with a new (untitled) filter, the Save Filter window is displayed. You must then specify a name, user(s), and a description for the filter.
Save As | Click to display the Save Filter window, which enables you to save the current filter under a new name.
Undo All | Click to undo all changes made since the Filter Window was opened.
Clear All | Click to clear all fields in the Filter window.
Filter Criteria
Basic Criteria | Select to quickly perform a search based on relatively simple, predefined criteria. When Basic Criteria is selected, the Filter window displays a set of drop-down lists of commonly searched fields (properties) for the view. Select one or more predefined values and/or ranges, or enter values in the criteria boxes. The search will return all objects that contain the criteria that you specify. For example, if you specify the letter S in the User Name field, the search will return all user names that contain either S or s, such as: User01, Supervisor_02, and Person0005. Notes: The search is not case sensitive. Custom fields may be available. The figure above reflects the default dialog box.
Advanced Criteria | Select to define filters based on extensive and diverse criteria. When Advanced Criteria is selected, the Filter window includes a list of criteria, with each entry containing a property, a condition, and a precisely defined value. For further information, see Filter Window—Advanced Criteria.
Window Buttons
OK | Click to apply the filter and close the Filter window.
Cancel | Click to close the Filter window without applying the filter.

### Filter Window—Advanced Criteria

Use the Advanced Criteria setting to define a filter that includes extensive and diverse criteria.

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Search for | Specify either the and (AND) or also search for (OR) condition for the search.
Field | Select the appropriate field.
Condition | Select the appropriate logical relationship between the field and the value. Conditions include: Contains, Doesn't contain, Equals, Not Equal To, Is Empty, Is Not Empty.
Value | Select or enter the appropriate value. The values that are available in this drop-down list change, based on the value that you select from the Field drop-down list.
Up | Move the selected criterion up one position in the criteria list.
Down | Move the selected criterion down one position in the criteria list.
Update Criteria | Select a criterion from the list, change one or more parameters, and then click Update Criteria to commit the change to the criteria list.
Add Criteria | Click to add the specified filter criterion to the list of criteria.
Delete Criteria | Click to delete the selected filter criterion.
OK | Click to perform the search.
Cancel | Click to close the Filter dialog box without searching. The filter that you have created will be deleted.

### Open Filter Window

Use the Open Filter window to load an existing filter.

Filter Table
Filter Name | Name of the filter.
User Name | Owner of the filter. Administrators can select All Users, to create a filter that can be accessed by all users with interaction management privileges. Note: This field is accessible only to administrators. For further information, see Changing Agent Properties and the Genesys Desktop 7.6 Deployment Guide.
Description | Brief description of the filter. This field is optional.
Copy | Click to display the Copy Filter window, which enables you to copy a selected filter.
Rename | Click to display the Rename Filter window, which enables you to rename a selected filter.
Delete | Click to delete the filter that is currently selected in the list.
Window Buttons
OK | Click to open the currently selected filter and close the window.
Cancel | Click to close the window without opening a filter.

### Save/Copy/Rename Filter Window

Use the Save/Copy/Rename Filter window to save, copy, and rename filters.

Settings
Filter Name | Enter a name for the filter.
User Name | Select the owner of the filter. Administrators can select All Users, to create a filter that can be accessed by all users with interaction management privileges. Note: This field is available only to administrators. For further information, see Changing Agent Properties and the Genesys Desktop 7.6 Deployment Guide.
Description | (Optional) Enter a brief description for the filter.
Window Buttons
OK | Click to save, copy, or rename the filter and close the window.
Cancel | Click to close the window without saving, copying, or renaming the filter.

Note: All filtering will be removed when you navigate to a new view. If you frequently filter a particular view, add the filtered view (list) to the Quick Dashboard. Then, each time you click the Quick Dashboard entry, the view will be appropriately filtered. For further information about the Quick Dashboard, see Quick Dashboard Tasks.