Scenario

As an admin or content owner, you want to save a list or report in a PlusPlus dashboard so that you can access and use it later on without having to reconfigure filters and search values, or so that you can use the saved search for building automated rules.

Solution

Create and save segments

To save filter sets as segments:

  1. Configure filters and search values in a dashboard to build your list or report.
    For more on this step, see How dynamic filters work on dashboards and How to use text filters in PlusPlus.

  2. Click Save Segment.
    Or, if you're working from an already existing segment, click Save As.
    The Save as dialog opens.

  3. Enter a Name and (optionally) a Description, and click Save.

Access segments in the dashboard

To access a previously saved segment:

  1. Open the profile menu in the upper-right and select Dashboard.
    Dashboards with saved segments have an up arrow.

  2. Click the up arrow next to a dashboard and select a segment from the menu.
    Dashboards with more than 5 saved segments have a Show All button.

  3. Click Show All to view any additional segments saved for the dashboard.
    The All Segments dialog opens for you to locate a segment.

Add segments to automated rules

Automated rules are based on segments you create in the dashboard. For example, you can use the new engineer hires segment mentioned above to automatically assign an engineering onboarding track to new team members in that department. When you build an automated rule, you select a saved segment for the rule’s Condition.

Use segments as filters on other reports and lists

You can add a saved segment to another set of filters in the same dashboard, using it alongside these filters to create a unique list or report.

Also, the Segment filter is required for creating a complex query that groups ANDs and ORs. See more on this in the Go deeper section.

To use segments as filters:

  1. In a dashboard, click Add Filter and select Segment.


    The Segment filter appears on the dashboard.

  2. Open the Segment filter and select a saved segment.
    Results refresh with the selected segment filters applied.

Go deeper

Example of using segments

Let's say you want to save a report that shows recently-hired engineers. You can do this on the People dashboard by setting the Department filter to Is "Engineering" and the Hire Date filter to From 2 week(s) ago and Until 2 week(s) from now. You can then save the list as a segment named New engineer hires so that you can return to it and engage new engineers in your org.

Now let's say you want this same information but only for new engineers hired at a manager position and who are located on the East Coast. To build this list, you could add the new engineer hires segment to another filter set, set the Title filter to Contains "manager" and set the Location filter to your East Coast locations.

Using multiple segments for grouping ANDs and ORs

Because dynamic filters use AND across filters and OR within a filter, you can add multiple segments to the Segment filter to group ANDs and ORs together, and thus create more complex queries with nested boolean expressions.

You can use the screenshot above (illustrating how you can combine a segment with other filters) as a simple example. Let’s say you saved the Title and Location filter set as its own segment (you could call it East Coast managers) and created a new search query with the New engineer hires segment and the East Coast managers segment both selected for the Segment filter. Instead of a list of people who are both new engineering hires AND managers on the East Coast, the list would show people who are new engineering hires OR managers on the East Coast.

This is an example of a nested boolean expression:

(A and B) OR (C and D)

This feature gives you a way to use these nested expressions for very complex queries should you need them for a complicated report or as the condition for an automated rule.

See also

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