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Views, Filters, and User Segments

Views, Filters, and User Segments

 

Views

An option to customize columns of company directory in list view & thumbnail view allows flexibility in the way one wants to see users.

List view

Thumbnail view

Segments

Previously, there was a Column option that allowed adding different user attributes as columns. As an enhancement, we have introduced Segments function and removed Columns option.

Segments is an enhanced way of creating saved user filters. These segments can be further used in bulk user updates, reports, etc. Let us see how to use segments.

Create segments

  • Navigate to Company directory >> Users tab >> Create segment

  • On Create segment pop-up -

    • Name - Segment name

  • Filters tab -

    • Add required filters

For example, in screenshot below, since the segment is My team - Sales, the selected filter is Team and Value is Sales. This means this will retrieve all the Sales team members in Active status. This way one can apply different filters like, UpRaise Role, Designation, one or more user names, etc.

Treat as recurring event

The Treat as recurring event feature allows you to create dynamic user segments based on date-based profile attributes (such as Birth date or Joining date) while ignoring the year component. This is especially useful for recurring events like birthdays and work anniversaries, which repeat every year.

How it works

When you add a filter for a date-based attribute (e.g., Birth date, Joining date) while creating or editing a segment, you will see a toggle labeled Treat as recurring event.

segment.png

Enabling this toggle means the system will only consider the day and month (MM/DD) for filtering, ignoring the year. For example, if you want to find all users with birthdays in the next 30 days, the filter will match users regardless of their birth year. The toggle is only visible for date-based fields.

segment2.png

When a date-based field is selected, you can choose from the following relative date conditions in the filter:

Condition Label

Expected behaviour

Is Today

Matches users whose MM/DD equals today’s date

Is in - Next 7 days

Matches users whose MM/DD falls within the next 7 days from today

Is in - Next 2 weeks

Matches users whose MM/DD falls within the next 14 days from today

Is in - Next 30 days

Matches users whose MM/DD falls within the next 30 days from today

Is in - Next 90 days

Matches users whose MM/DD falls within the next 90 days from today

Is in - Last 7 days

Matches users whose MM/DD fell within the previous 7 days (not including today)

Is in - Last 2 weeks

Matches users whose MM/DD fell within the previous 14 days

Is in - Last 30 days

Matches users whose MM/DD fell within the previous 30 days

Is in - Last 90 days

Matches users whose MM/DD fell within the previous 90 days

Toggle behaviour

Toggle State

Expected behaviour

Enabled

System ignores the year and compares only day and month (MM/DD)

Disabled

System uses the full date (DD/MM/YYYY) for comparisons (default/previous behaviour)

Example

If you want to create a segment for upcoming birthdays in the next 30 days, select the Birth date field, choose the condition “Is in - Next 30 days,” and enable the Treat as recurring event toggle. The segment will include all users whose birthdays fall in the next 30 days, regardless of the year. For more details on segment actions, readhttps://amoeboids.atlassian.net/wiki/spaces/UPFJ/pages/4805754931.

  • Columns tab -

    • Columns tab has Available filters, which are all the custom and default user attributes. You can add them as columns based on what information you wish to see on the segment.

    • Visible columns are a few default columns, and basically the default user attributes

Add required columsn, sort them by moving up/down.

  • Visiblity tab -

    • By default, the selected visibility option is Private. However, you can make it Public by selecting All users option or make it visible for Selected users and team.

Once all the set up is done, click on Save.

Edit segments

  • Select the relevant segment and click on Edit. Make necessary changes and Save.

Other actions on segments

Clicking on the Actions shows three options.

 

Filters

Segments are saved filters. These may retrieve many users based on the users filters in the segment. Over the segments, if you wish to apply filters and get a more specific user list, you can use filters.

As shown in above image, clicking on Filters shows some default filters, and more can be added using Add new filters, these are all custom user attributes. Reset option will remove newly added filters. Please note these filters are not retained when you refresh or naviagte to some other page.

 

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