A List is a series of
entries pertaining to a particular subject. In Argenta, lists are sorted into List Groups, so lists can be grouped
together by subject. Lists can be used in whatever way the user and/or team
determines. One example of how lists can be used, is to create a List Group for
each of your departments, then provide Lists of resources and information
pertaining to that department in that list group.
To Add A List Group
From the Argenta main menu on the left-hand side of the screen,
choose Workflow & Productivity > Lists:
The List Groups for Lists page will open:
Select the “Add A New List Group” button to add a new List Group to either the List Groups for Team/Shared Lists or List Groups for Personal/Private Lists:
With a Team
Group, the group will have full access to view and update it. If a team/shared list is assigned to a specific department, district or
precinct; users with permissions for those areas will be the only ones
who can see that list group. A Personal Group can only be viewed and updated by the user who
creates it. A blank row will appear in the corresponding list:
Type in a name for your new List Group. Click the corresponding save icon 
to save your new list group.
To Add An Item to a List Group
Choose the list group
for your new list and select the corresponding open icon 
to open the list. This will open the List Group Workspace page and you will be on the Lists in This List Group Tab:
There are three tabs in this workspace, lets go tab-by-tab and field-by-field:
1. List Group Details tab:
This tab controls the details for your list group:
From this tab here are the fields you can set:
- Record Level Permissions - Set As View Only - Placing a checkmark in this box restricts this
record to view-only access unless the user is the user who created the record,
the user is a master admin, or the user is given specific permission to modify
this record on the Record Permissions tab of this
record. Permissions also work by assigning a department, district and/or
precinct. If you have users in your system who are restricted by these
permissions, they will only be able to see records in the
departments/districts/precincts you have granted them access to.
- Record Level Permissions - Lock This Record - Placing a checkmark in this box locks this
record so that users cannot view or update the record unless the user is the
user who created the record, the user is a master admin, or the user is given
specific permission to access this record on the Record Permissions tab
of this record. Permissions also work by assigning a department, district
and/or precinct. If you have users in your system who are restricted by these
permissions, they will only be able to see records in the
departments/districts/precincts you have granted them access to.
- List Group Name - This is the list group name that you created for this list. You can modify the name by clicking into this field and changing it.
- Chapter - If this list belongs to a specific chapter within your organization or you wish to restrict users by chapter, select the appropriate chapter from the drop-down list. If you have users in your system who are
restricted by chapter, they will only be able to see records in the chapters you have granted them access to.
- Division -If this list belongs to a specific division within your organization or you wish to restrict users by division, select the appropriate division from the drop-down list. If you have users in your system who are
restricted by division, they will only be able to see records in the divisions you have granted them access to.
- Department - If this list belongs to a specific department within your organization or you wish to restrict users by department, select the appropriate department from the drop-down list. If you have users in your system who are restricted by department, they will only be able to see records in the departments you have granted them access to.
- District - If this list belongs to a specific district within your organization or you wish to restrict users by district, select the appropriate district from the drop-down list. If you have users in your system who are restricted by district, they will only be able to see records in the districts you have granted them access to.
- Precinct - If this list belongs to a specific precinct within our organization or you wish to restrict users by precinct, select the appropriate precinct from the drop-down list. If you have users in your system who are restricted by precinct, they will only be able to see records in the precincts you have granted them access to.
Be sure and save your changes before moving on by clicking the "Save All Changes" button.
2. Lists in This List Group tab:
This tab contains all the lists for this list group:
To add a new list simply click the "Add New" button:
This will open a blank row for you to add a list:
Click into the box and enter a name for your new list. Once you have entered the name for your list, click the Save
icon to save your list.
Once your list has been created you can add items to the list by clicking the corresponding open
icon for the list you wish to add items to:
This will open the List Workspace:
From here you can:
- Record Level Permissions - Set As View Only - Placing a checkmark in this box restricts this
record to view-only access unless the user is the user who created the record,
the user is a master admin, or the user is given specific permission to modify
this record on the Record Permissions tab of this
record. Permissions also work by assigning a department, district and/or
precinct. If you have users in your system who are restricted by these
permissions, they will only be able to see records in the
departments/districts/precincts you have granted them access to.
- Record Level Permissions - Lock This Record - Placing a checkmark in this box locks this
record so that users cannot view or update the record unless the user is the
user who created the record, the user is a master admin, or the user is given
specific permission to access this record on the Record Permissions tab
of this record. Permissions also work by assigning a department, district
and/or precinct. If you have users in your system who are restricted by these
permissions, they will only be able to see records in the
departments/districts/precincts you have granted them access to.
- Add New - Clicking this button adds a row to your list. This is how you add items to the list you are creating.
- Save All Changes - Click this button to save all the changes you have made to this list.
- Export to Excel - If you would like to export this list to Excel, click this button.
- Save To PDF - If you would like to save this list to a PDF click this button.
- Select Bulk Action To Take on This List - If you would like to add this list to a different list group or copy & create a new list with these items, you will use this drop-down list.
- Record Permissions tab - This tab controls the record permissions for the list. Please see #3 Record permissions tab below.
3. Record Permissions tab:
This tab controls the record permissions for the list group.
3. A. View Only Access:
Sometimes you want users to be able to view a record but block them from modifying that record. Individual records can be set to View Only so only master admins and users who are listed here, can edit them. To grant users permission to modify this record simply add them here. Select a user from the "Select A User To Add" drop-down menu then click the "Add Selected User" button to add the user to the view-only access permissions.
3. B. Locked Record Access:
Individual records can be locked so only master admins and users who are listed here can view or edit them. To grant users permission for this record simply add them here. Select a user from the "Select A User To Add" drop-down menu, then click the "Add Selected User" button to add a user to the locked record access permissions.
There is no limit to the number of list groups, lists or lists
items that can be added. All entries are listed in alphabetical order.