How to Create a Segmented List
In order to create a Segmented List you must have first created a Master List. For more information on this process, please consult Getting Started with Lists. You need to create a Master List first, because a Segmented List is a subset of a Master List and therefore cannot exist without a Master List.
Once you have a Master List, simply navigate to Lists within the web app and click "Create List." Next you will be presented with a number of options for creating Lists, but the one you want to use to create a Segmented List is "Segment an Existing List." Click this box and more options will appear.
You'll need to first select which Master List to segment. Use the drop-down to view all of your master Lists and choose the appropriate one. Next, enter a name for the new Segmented List. It may be helpful to you to include the name of the Master List in the name of the new Segmented List. For example, "Birthday Party Guests - Kids" clearly indicates that the Master List is "Birthday Party Guests", while the Segmented List contains just "Kids."
Finally, select whether the Segmented List is a People or Places List. Please note: soon you will be able to use People Lists like Places Lists and vice versa. But more on that shortly!
So now you have your Segmented List created. But it's basically just a copy of the Master List at this point. How do you turn the Segmented List into a subset of the Master List? Easy, you use rules.
First, navigate to the data tab of the Segmented List. If you have just created the Segmented List, you should be there already. You'll notice that a new button has appeared in the upper left-hand corner of the screen labeled "Rules." Click on this button to bring up a side menu.
On the Rules side menu, you can press the "New Rule Set" button to add a new group of rules. Rules can be grouped together in rule sets so that you can create conditions for a rule to be applied. For example, you may want to create a rule to include only people that are "Kids" and live in the neighborhood "Fairfax." By using a rule set, only people that meet both these conditions will be added to the Segmented List.
Adding a specific rule is easy. First select the field you will use for the rule. This can be any field from the Master List. Next select the criteria for the rule. This can be that the field "contains", "does not contain", "equals", etc. a specific value. You will enter this value in the "Value" field.
So, for example, the rule "Type", "Equals", and "Kid" will filter for items in the Master List where the "Type" field is exactly equal to "Kid."
To delete any rule, simply click the trash can icon next to the rule. After you have created your rules and rule sets, press "Apply Rules" at the bottom of the side menu to apply the rules to the Segmented List. You will immediately see the Segmented List update to display only the items that meet the criteria you have just created.
Editing Segmented Lists
You may have noticed that Segmented Lists do not have a Fields tab. This is because a Segmented List pulls all of its data from the Master List. Therefore, if you would like to add a new field to a Segmented List, you will need to add the field to the Master List. It will then appear all Segmented Lists associated with that Master List.
For details on how to add, edit, and remove fields in Lists please consult Creating and Copying Lists
However, you can edit item data from within a Segmented List. Any changes made to an item will affect the Master List and all associated Segmented Lists. This is because an individual item (whether it be a person, place, task, etc.) is treated as the same item across a Master List and Segmented Lists. So be careful! When you edit details for a person within a Segmented List, it may change data in many other Lists.