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What is a Segment and how do you configure it?

To streamline the analysis of various scenarios in Gamfi, you can use advanced filtering and create segments

How do you do it?

Build a filter > click the "+Filters" button and define the criteria.

You can choose from the following criteria:

1️⃣ Basic:
- ID
- External ID
- Name
- E-mail
- Phone
- Created
- Account active
- Account suspended;

2️⃣ Category – here you can choose from the categories created for your process;

3️⃣ Other – i.e., custom fields created for specific situations;

4️⃣ Processes:
- Active processes
- Completed processes;

5️⃣ Permissions – relating to administrative rights:
- Administrator
- Process creator
- Workflow creator
- Duel analyst
- File manager.

 

You refine each criterion using an operator. The operators vary depending on the type of field where the value is displayed:

Number Text Data List Yes/No declaration
- equals
- does not equal
- greater than or equal to
- less than or equal to

 - equals
- does not equal
- contains
- does not contain
- starts with
- ends with
- is empty
- is not empty		 - equals
- does not equal
- greater than or equal to
- less than or equal to		 - equals
- does not equal
- contains
- is empty
- is not empty		 - equals
- does not equal

 

 

You can combine criteria to tailor the results as precisely as possible to the specific situation.

💡Example:

We search for employees who:
- have active accounts
- are employed under a contract other than a temporary one (i.e., I apply the exclusion "Does not equal" > "Temporary employee")
- are employed at Headquarters.

 

☝🏻 Note that…

criteria can be combined—in which case the "AND" operator is selected by default—or serve as alternatives, requiring the operator between them to be changed to "OR".

Once the criteria are defined, a list of results appears in the table.

☝🏻 It is worth adjusting the table columns to match the criteria you use to filter the case.

 

If you want to use the criteria you just defined repeatedly, save the filter combination for future use—that is, create a Segment.

To do this, use the “+ Save segment” button and, in the next step, decide whether the Segment should be:

  • Static – saves the list of users meeting the criteria at the time the Segment is created. The user list is “frozen” and does not update automatically.
  • Dynamic – re-searches for users meeting the defined criteria each time.

In our example, we have a Dynamic Segment because we want to use it repeatedly and always receive an up-to-date list of employees who meet the criteria on a given day.

 

After clicking the “Segments” button, you will see a list of created segments.

You can perform the following operations on a given segment:

Load the Segment—i.e., launch it when you need it 👉🏻
Edit the segment and save after making changes 👉🏻
Duplicate it, then edit it to suit new circumstances if necessary 👉🏻
Change its type from Static to Dynamic or vice versa 👉🏻
Delete if you no longer need it 👉🏻

 

Segments can be used to target workflow actions and Knowledge Base documents.