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
|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.|
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