Using Collections

How to access a Collection

Collections are represented as tabs on the Application page. To access a Collection, click the tab with the Collection's name. The active Collection tab will appear light blue while the inactive Collection tabs will appear a darker blue. The number of Collection tabs in an Application is determined by the Application’s author


Navigating the Collection Page

When you select a Collection tab, you will see the default layout. This example shows the horizontally split layout, with the Record list in the upper part of the screen displaying the list of records for the Collection and the Form area in the lower part of the screen displaying the data of the first record of the Collection. The Form area is where users enter data which are stored as records in the records list. The selected or active record, whose data is displayed in the Form, is highlighted orange in the records list.

The available Actions can be accessed by clicking on the More icon. The search textbox allow users to search for records containing specific text. An advanced search can be completed by clicking on the Advanced Search link next to the search textbox. The name of the active view is displayed on the top-right of the Collection window. Clicking on the drop-down arrow to the right of the name of the active view will bring up a list of the available views.

To the right of the Collection area is the Links, Messages, and Quick Help toolbar. The top portion of this toolbar contains author defined links which lead users to other Collections in specified Applications. The middle portion of this toolbar contains a list of messages of past actions such as creating a new record, deleting a record or search results from searching records. The bottom part of this toolbar contains links to support resources. This toolbar can be closed by clicking on the arrow on the top left of the toolbar. You can show this toolbar when it is hidden by clicking on the arrow again.