Items: what needs to be done#

Items are the central objects in Allegra. Items are assigned to workspaces and you can access the items via queries, which work with filters.

  • Items and Workspaces

    In Allegra, you manage items in workspaces. Items have a type, such as “milestone”, “error message” or “action point”. For each item type, you can configure your own input masks, permissions, and workflows.

  • Item Types

    Items have a type, such as “milestone”, “error message” or “action point”. For each item type, you can configure your own input masks, permissions, and workflows. After the initial installation, the system offers you a range of item types.

  • Create Item

    You can create a new item via the button in the main menu and depending on the app, at many places via the context menus. When creating an item, the workspace in which this item should be held, as well as its item type must be specified. Workspace and item type are either derived from the context or are queried.

  • Create Item from Template

    You can create a new item from an item template. As an item template, any item belonging to a workspace template can serve. If the item template has sub-items, you can take them along.

  • Attachments

    Any number of attachments can be assigned to each item. Attachments that contain text such as Word files, Excel, Powerpoint, PDF or OpenOffice documents, can be included in the full-text search.

  • Tab Permissions

    The possibilities you have when working with a specific item depend on your roles for the associated workspace as well as your relationship to this item. This section describes Allegra’s behavior regarding item permissions.

  • Finding Items

    Eventually, there will be many thousands of items in an Allegra database. With the help of “queries”, you determine which items you see in the item overview.

  • Filters

    Filters determine which items from the total number of items in the database you actually see. All user-defined filters are behind a system filter, which is defined by the access permissions and the application logic of the system.

  • The Allegra Query Language (AQL)

    The Allegra Query Language (AQL) allows defining filters that also include a full-text search in all attachments (HTML, Text, XML, OpenOffice, PDF, Excel, Word, Powerpoint).

  • List of Standard Attributes

    Items have attributes such as the item number or the item description. We distinguish between standard attributes and customer-specific attributes.