Managing a Collection

You can view the content of any collection that you create, including basic details about the items contained in the collection. From the category list and Properties page for the collection, you can rename the collection, modify the description, and add and remove items.

To view the contents of a collection

1. From the global toolbar, click My Desk>Collections.
2. From the Collections page, click the name of the collection.

The category list for the collection opens with the Items category selected. The Items page lists all items in the collection.

The Items page contains the following information for each item. It may contain other columns depending how the collection was created.

Name--Click the Name to see details about the item.

State--The current state of the item in its lifecycle.

Rev--Item revision number or code.

Type--The type or subtype of the item.

Description--Brief description of the item.

3. To remove items from the collection, check the item and click Remove Selected from the page Actions menu.

The object is removed from the collection, but remains in the database.

4. To add existing items in the database to the collections, click Add Existing from the page Actions menu.

The Search page appears, where you can define criteria to search for items that currently exist in the database. For details, see Adding Items to a Collection.

5. To rename a collection or modify the description:
1. From the top of the collection's category list, click the name of the collection.
2. From the Properties page Actions menu, click Edit Details.
3. Type a new name for the collection or modify the description.
4. Click Done.