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Add Objects to a Collection

Collections can contain any type of metadata such as a My To Do collection of terms, tables, reports, etc. Collections can also contain multiple types of content, such as My To Do with terms, tables, reports, etc., in that collection.

Add Objects to a Collection in the Collection Management Page

You may add items to the collection from the Collection Management page .

Steps

  1. Either:
    • Go to COLLECTIONS > Manage . This is the Collection Management page.
    • Go to COLLECTIONS > Explore .
    • Manually to explorer manually for items. Once located you may select and multi-select for items to include
    • From Query to Populate Collection from query . In this case, once you construct the query, ALL the items in the result of that query will be included when you click POPULATE NOW .
  2. Click a collection to open it.
  3. Click ADD to add items to the collection. Specify
Information note

You may also SAVE a query to be used for later in for populating a collection.

Click CLEAR to remove all current items to the collection.

Information note

You may always add any object to a collection at any time from the objects object page or from a list or grid (worksheets), unless your group assignment Properties restricts the Edit Collections Property

Example

Go to COLLECTIONS > Manage .

Click the My tab.

Click the My To Do collection (hyperlink that is its name).

Click ADD > Manually . You are presented with an Object Explorer panel type presentation.

Select the model where you want to pick elements from, in this case Staging DW .

Information note

With the Collections tab you may even include items from another collection.

Expand the tree until you can select several items using Ctrl-click and Shift-click.

Click OK .

Information note

The items are added to the collection.

Click ADD > From Query .

Information note

This way you may use any pre-defined worksheet query or build your own here and add all objects to the collection.

Add Objects to a Collection from the Object Page.

Steps

  1. Navigate to the object page for the object you wish to add to the collection.
  2. Select a collection from the Collections control.

Example

Navigate to the object page of the Adj table.

In the Collections area, select from the matching collection names.

Click add value under the Collections section.

Add the My To Do to the Selected collections to add the Adj table to.

Information note

You may add an object to any number of collections.

Add Objects to a Collection in a worksheet or search result.

Please see working with worksheet or search results.

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