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

# Working with Named Filters

You can perform the following tasks with filters:

- Display the Filter List Window

- Apply an Existing Filter

- Define a New Filter

- Open a Filter

- Copy a Filter

- Rename a Filter

- Delete a Filter

The Filter List window is used to manage filters.

## Tasks

### Displaying the Filter List Window

1. Display the appropriate collection of interactions on the list pane. For further information, see Displaying Object Lists and Objects Overview.

2. Click the list pane Actions button and select Filter List.

3. In the Filter List window, complete one of the procedures below.

### Applying an Existing Filter

1. Display the Filter List window.

2. From the Filter list, select the appropriate filter.

3. Click OK to apply the filter and close the Filter List window; or click Cancel to close the Filter List window without applying a filter.

### Defining a New Filter

1. Display the Filter List window.

2. Click New.

3. In the Filter window, define the appropriate criteria. For further information, see Filter Window—Basic Criteria and Filter Window—Advanced Criteria.

4. Click the Filter button and select Save.

5. In the Save Filter window, enter an appropriate name, user, and description. For further information, see Save/Copy/Rename Filter Window.

6. Click OK to save the filter and close the Save Filter window.

7. Click Close to close the Filter window.

8. Continue working with the Filter List window as necessary.

### Opening a Filter

1. Display the Filter List window.

2. From the filter list, select the appropriate filter.

3. Click Open.

4. In the Filter window, change the filter criteria as necessary. For further information, see Filter Window—Basic Criteria and Filter Window—Advanced Criteria.

5. If you made changes to the filter, click the Filter button and select Save.

6. Click Close to close the Filter window.

7. Continue working with the Filter List window as necessary.

### Copying a Filter

1. Display the Filter List window.

2. From the Filter list, select the appropriate filter.

3. Click Copy.

4. In the Copy Filter window, change the filter name, user(s), and description as necessary. For further information, see Save/Copy/Rename Filter Window.

5. Click OK to copy the filter and close the Copy Filter window.

6. Continue working with the Filter List window as necessary.

### Renaming a Filter

1. Display the Filter List window.

2. From the Filter list, select the appropriate filter.

3. Click Rename.

4. In the Rename Filter window, change the filter name, user(s), and description as necessary. For further information, see Save/Copy/Rename Filter Window.

5. Click OK to rename the filter and close the Rename Filter window.

6. Continue working with the Filter List window as necessary.

### Deleting a Filter

1. Display the Filter List window.

2. From the Filter list, select the appropriate filter.

3. Click Delete. A confirmation message appears.

4. Click Yes to confirm the deletion, or No to cancel the deletion.

5. Continue working with the Filter List window as necessary.

## Filter List Window

Use the Filter List window to apply, create, open, copy, rename, and delete named filters.

Filter List Section
Filter Name column | Name of the filter.
User Name column | User(s) who can access the filter. Administrators can specify 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 column | Brief description of the filter.
New button | Click to create a new filter. For further information, see Defining a New Filter.
Open button | Click to open an existing filter. For further information, see Opening a Filter.
Copy button | Click to copy an existing filter. For further information, see Copying a Filter.
Rename button | Click to rename an existing filter. For further information, see Renaming a Filter.
Delete button | Click to delete an existing filter. For further information, see Deleting a Filter.
Window Buttons
OK | Click to apply the selected filter and close the Filter List window. For further information, see Applying an Existing Filter.
Cancel | Click to close the Filter List window without applying 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.