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Collection View
- 18 Oct 2024
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Collection View
- Updated on 18 Oct 2024
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The Collection view in Automation Studio displays a list of workflows, forms, templates and transformations deployed across a system. Open any accordion menu in the sidebar to display a corresponding list of items in a collection. To access the Collection card view inside Automation Studio, click the search icon (magnifying glass) in the top toolbar and a new dialog window opens.
Figure 1: Automations Accordian Menu
Card View
The Collection dialog displays all of the items in a collection as cards with timestamp and user information relevant to the collection item displayed within the card.
Figure 3: Collection View
| Label | UI Element | Function |
|---|---|---|
| 1 | Collection Tabs | Allows the user to switch to a different collection view. |
| 2 | Toolbar | Icons (from left to right) for completing quick actions: Refresh, Import, Select All, Delete, and Export. |
| 3 | Search and Filter | Use the search bar to search for items in the collection based on filter settings. Filter the results using the sort icon to the right of the search bar. |
| 4 | Sort and Sort By | Use the icon to sort the items in the collection based on the selected field value in the dropdown (Name, Date Created, Last Modified, and Tags). |
| 5 | Select | Click the button to select the item for deletion or export. |
| 6 | Card Options | Click the icon (ellipsis) for additional card actions: Edit, Run, Clone, Delete and Export. |
| 7 | Pagination | Used to show the total number of discrete pages and to page through a collection. Also used to set how many items to show if there are too many in a collection. |
Card Options
When you click the ellipsis icon in the lower-right corner of a card, a new dialog opens that allows you to edit metadata, run an imported item, copy (clone) a selected item, remove (delete) an item, or select an item to export.
Figure 4: Card Menu Options
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