Collections

A Collection is a list of Objects you choose by hand, such as the Books on this term’s course reading list or the Projects you’re presenting to a client. Use one when membership itself is the fact worth keeping, rather than something a query should recalculate.

Each Collection belongs to an Object Type and accepts Objects of that Type and its subtypes. Members stay independent Objects: adding one doesn’t make it a child document or change its Type.

Create a Collection

1. In the sidebar, open the menu for an Object Type.
2. Choose New collection.
3. Name the Collection.
4. Open it and add existing Objects, or create new Objects from inside the Collection.

Creating from a template inside a Collection creates an ordinary Object and then adds it as a member.

Add or remove members

Open an Object’s ⋯ menu and choose Edit Collections, or use the Collection picker or bulk-selection controls in a list. Removing an Object from a Collection doesn’t delete it.

From a Collection’s menu in the sidebar, you can Rename collection, pin it to the sidebar, import into it, or Delete collection. Deleting a Collection removes the grouping, not its member Objects.

Collection or Saved View?

Use a Collection for an explicit list you curate. Use a Saved View when membership should follow from filters, such as every open Project with a deadline this month.

Next: Templates.