Editing and managing filters in Zendesk QA

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<p id="docs-hc-snippet" style="display: none;">Custom filters in Zendesk QA allow you to quickly locate specific conversations for review based on your chosen criteria. By setting up these filters, you streamline your review process and ensure that you focus on the conversations that matter most. For a comprehensive list of filters and their functions seeUnderstanding conversation filter types in Zendesk QA.</p>
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<p id="docs-ai-summary-content">You can create, edit, duplicate, and delete custom filters to quickly find specific conversations for review based on your criteria. Adjust filter names, visibility, and conditions to focus on relevant conversations. Duplicated filters are saved as private, and you can convert filters into assignments for task management. Managing filters helps streamline your conversation review process and prioritize important interactions.</p>
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<div class="note fastpath">
<span class="fastpathtitle">Location: </span> Zendesk QA &gt; Conversations </div>
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<p class="p" dir="ltr">Custom filters in Zendesk QA allow you to quickly locate specific conversations
for review based on your chosen criteria. By setting up these filters, you streamline
your review process and ensure that you focus on the conversations that matter most. For
a comprehensive list of filters and their functions see <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/7043759449114" target="_blank">Understanding conversation filter types in Zendesk QA</a>.</p>
<p class="p" dir="ltr">Besides <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/7043669455130" target="_blank">adding new filters</a>, you can also edit, delete, and clone
your filters to customize the order.</p>
<div class="p">This article contains the following topics:<ul class="ul" id="topic_sjx_ns2_m2c__ul_nnv_5j1_1fc">
<li class="li" dir="ltr"><a class="xref" href="#topic_jqy_st2_m2c">Editing filters in
Zendesk QA</a></li>
<li class="li" dir="ltr"><a class="xref" href="#topic_c1l_yv2_m2c">Duplicating custom
filters</a></li>
<li class="li" dir="ltr"><a class="xref" href="#topic_nhr_hw2_m2c">Deleting custom
filters</a></li>
</ul>
</div>
</div>
<div aria-labelledby="ariaid-title2" class="topic nested1" id="topic_jqy_st2_m2c">
<h2 class="title topictitle2" id="ariaid-title2">Editing filters in Zendesk QA</h2>
<div class="body">
<div class="p">
<strong class="ph b">To edit a filter in Zendesk QA</strong><ol class="ol" id="topic_jqy_st2_m2c__ol_cwc_f21_1fc">
<li class="li"><span class="ph">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408838272410" target="_blank">Quality assurance</a>, click <img class="image" id="topic_jqy_st2_m2c__d8e80" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/qa_conversations_icon.png" width="22">
<strong class="ph b">Conversations</strong> in the sidebar.</span></li>
<li class="li">Click <strong class="ph b">Public filters</strong> or <strong class="ph b">Private filters</strong> to display a list of
your public or private filters. </li>
<li class="li">Next to the filter you want to change, click the options menu (<img class="image" id="topic_jqy_st2_m2c__image_jjx_rm1_1fc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/zqa_options_menu_horizontal.png" width="25">) and select <strong class="ph b">Edit</strong>.<p class="p"><img class="image" id="topic_jqy_st2_m2c__image_scz_dn1_1fc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/zqa_filter_edit.png" width="400"></p>
</li>
<li class="li">Edit the name and modify the visibility, and conditions of your filter as
needed.</li>
<li class="li">Click <strong class="ph b">Save changes</strong>.<div class="p">
<div class="note attention">
<span class="attentiontitle"></span> Click <strong class="ph b">Turn into assignment </strong>to <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/7043747327770" target="_blank">create a copy of this filter as a
new assignment</a>. The new assignment is automatically added
to your Tasks list. </div>
</div>
</li>
</ol>
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<div aria-labelledby="ariaid-title3" class="topic nested1" id="topic_c1l_yv2_m2c">
<h2 class="title topictitle2" id="ariaid-title3">Duplicating custom filters</h2>
<div class="body">
<div class="p" dir="ltr">
<strong class="ph b">To duplicate a custom filter</strong><ol class="ol" id="topic_c1l_yv2_m2c__ol_d1l_yv2_m2c">
<li class="li"><span class="ph">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408838272410" target="_blank">Quality assurance</a>, click <img class="image" id="topic_c1l_yv2_m2c__d8e80" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/qa_conversations_icon.png" width="22">
<strong class="ph b">Conversations</strong> in the sidebar.</span></li>
<li class="li">In the sidebar, click <strong class="ph b">Public filters</strong> or <strong class="ph b">Private filters</strong> to
display a list of your public or private filters. </li>
<li class="li">Next to the filter you want to clone, click the options menu (<img class="image" id="topic_c1l_yv2_m2c__image_cms_pn1_1fc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/zqa_options_menu_horizontal.png" width="25">) and select <strong class="ph b">Duplicate</strong>.<p class="p">A
copy of your filter is automatically added to your <strong class="ph b">Private
filters</strong> list. </p>
</li>
</ol>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title4" class="topic nested1" id="topic_nhr_hw2_m2c">
<h2 class="title topictitle2" id="ariaid-title4">Deleting custom filters</h2>
<div class="body">
<div class="p" dir="ltr">
<strong class="ph b">To delete a custom filter</strong><ol class="ol" id="topic_nhr_hw2_m2c__ol_fyl_m41_1fc">
<li class="li"><span class="ph">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408838272410" target="_blank">Quality assurance</a>, click <img class="image" id="topic_nhr_hw2_m2c__d8e80" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/qa_conversations_icon.png" width="22">
<strong class="ph b">Conversations</strong> in the sidebar.</span></li>
<li class="li"><span class="ph">Click <strong class="ph b">Public filters</strong> or <strong class="ph b">Private filters</strong> to display a list
of your filters.</span></li>
<li class="li">Next to the filter you want to delete, click the options menu (<img class="image" id="topic_nhr_hw2_m2c__image_gyl_m41_1fc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/zqa_options_menu_horizontal.png" width="25">) and select <strong class="ph b">Delete</strong>.<p class="p" dir="ltr">The filter is deleted and removed from your list of
filters.</p>
</li>
</ol>
</div>
</div>
</div>
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