- 28 Jun 2022
- Updated on 28 Jun 2022
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
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
|Allows the user to switch to a different collection view.
|Icons (from left to right) for completing quick actions: Refresh, Import, Select All, Delete, and Export.
|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.
|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).
|Click the button to select the item for deletion or export.
|Click the icon (ellipsis) for additional card actions: Edit, Run, Clone, Delete and Export.
|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.
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