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  • Advanced Applications
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    • Manage Collection Type
      • Create a Collection Type
    • Using The Manage Chart
    • OData API
      • Set Access
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  • From a search
  1. Collections
  2. Manage collections

Create a Collection

PreviousManage collectionsNextStatus Management

Last updated 1 year ago

You can create and a collection from your Collections Hub or during a search. Create collections to store relevant information. Collections can be easily shared with other users to allow for collaboration and knowledge sharing.

From your profile

  1. Select Collections from the top navigator.

    • You will see all your previous collections in your Collection Hub.

  2. Select Actions and Create a Collection to create a new one.

  3. Select the Collection Type from the dropdown.

    • This will only appear if you have collection types available.

    • You will only see types you can use in this list.

  4. Enter a Collection Name.

  5. Enter a Description for the collection.

  6. Add any Collection Labels.

  7. Add Contributors you want to share the collection with.

  8. Select Create.

From a search

You can create and add things to a collection as you find them in your results list.

  1. Select the Collection within the result you want to add.

  2. If you have collection types available you will see them in the list.

    • You will only see types you can use in this list.

  3. Select the type you want to create.

  4. Select Create New ...

  5. This will pre select the Collection Type with what you selected.

  6. Enter a Collection Name.

  7. Enter a Description for the collection.

  8. Add any Collection Labels.

  9. Add Contributors you want to share the collection with.

  10. Select Create.