What is a Segmented List?
A Segmented List is a subset of items from a List (or Master List). Imagine that you are planning a birthday party. Your main List might include all the kids that are invited as well as their parents. This List works great for most Activities, but there might be some Activities that are only for kids; or some Activities that are only for parents. What do you do in this scenario?
Now you could easily create Master Lists for just kids and just parents, but this presents a number of problems.
- It's a lot of work to duplicate data for kids and parents you've already entered in your main List.
- If you need to update information for someone, you will need to do so on both Lists.
- If there are any accidental differences in spelling for a parent or kid between Lists, then the data won't appear correctly for the participants.
Segmented Lists solve all of these problems. Segmented Lists can easily be created from Master Lists using any number of specific rules. Because they are a subset of an existing List, any updates to the Master List will immediately update all Segmented Lists based on that List. This means that if you need to change one person's address in the Master List, their address will be updated across all associated Segmented Lists. Finally, there is less chance for error since you won't need to enter data multiple times.
Eventene contains visual indicators to help differentiate the Master Lists from Segmented Lists. Master Lists include a circled "M" next to their name, as shown in the following screenshot. Additionally, the entry in the "Source" column will include links to the Master List on the rows for the Segmented Lists, but not for the Master Lists.
Master Lists vs Segmented Lists
So, you may still be wondering when and where to use Segmented Lists and where Master Lists are more useful.
A good way to think of Master Lists is as a roster. If you are continually planning events for an organization or a specific group of people, then a Master List serves as the overall list for everyone in that group. However, since it's not always reasonable to invite every single person in an organization or group to an event, you can use Segmented Lists to make subsets of this roster.
For example, if you are a volunteer coordinator for a 5th grade class, you would have a Master List that includes all of the students, parents, and classroom staff. However, for events like parent-teacher meetings, field trips, and in-school activities, you would need to have subsets of the Master List.
These subsets (Segmented Lists) might be "Students", "Students and Parents", "Teachers", "Classroom Volunteers." You can use Segmented Lists to create each of these subsets (with independent column configurations) while only needing to maintain the one data source: the Master List.
However, in another case you might have data that you don't want to clutter your Master List roster with, such as lists of activities or places. In this scenario, you could add new Master Lists for each of these data sets.