Working with Items

Items are the central objects in Allegra . Items are associated with workspaces and can be accessed through queries that work with filters.

  • Items and Workspaces

    In Allegra, you can manage items in workspaces. Items have a type, such as “milestone”, “error message”, or “action item”. For each item type, you can create custom input screens, permissions, and workflows.

  • Item Types

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

  • Create Item

    You can create a new item using the button in the main menu and, depending on the perspective, you do that from the context menus. When creating an item, you must specify the workspace in which the item will be held and its item type. The workspace and item type are either determined by the context or are queried.

  • 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.

  • Permissions

    The options you have when working with a particular item depend on your roles for the associated workspace and your relationship to that item. This section describes Allegra’s behavior regarding task permissions.

  • Find Items

    At any given time, there are thousands of items in an Allegra database. Using queries, you can specify which items you see in the Item Navigator.

  • Filters

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

  • Use AQL

    The Allegra Query Language (AQL) allows you to define filters that perform a full text search in all attachments (HTML, Text, XML, OpenOffice, PDF, Excel, Word, Powerpoint).

  • List of Default Attributes

    Items have attributes such as item number or item description. We can distinguish between standard attributes and custom attributes.