View Collections

View the Collections in your organization that you're allowed to view or revise.

View All Collections

ProcessMaker Platform displays all Collections in one table. This makes it easy to manage the Collections.

Package Required

The Collections package must be installed.

Permission Required

Your user account or group membership must have the "Collections: View Collections" permission to view the list of Collections unless your user account has the Make this user a Super Admin setting selected. This permission is different than record permissions in a Collection that allow you to view the records in that Collection.
See the Collections permissions or ask your Administrator for assistance.
Follow these steps to view all Collections in your organization:
  1. 1.
    Log on to ProcessMaker Platform.
  2. 2.
    Click the Admin option from the top menu. The Users page displays.
  3. 3.
    Click the Collections icon
    in the left sidebar. The Collections page displays the Collections that you are allowed to view.
"Collections" page displays all Collections in your organization
The Collections page displays the following information in tabular format about Collections:
  • ID: The ID column displays the Collection's ID. ProcessMaker Platform automatically generates the ID value when the Collection is created and represents a sequential number of how many total Collections have been created to that time.
  • Name: The Name column displays the Collection's name.
  • Type: The Type column identifies whether the list displays a Collection or a Saved Search.
  • # Records: The # Records column displays how many records are in each Collection.
  • Created By: The Created By column displays the user who created the Collection. Hover your cursor over the user's avatar to view that person's full name.
  • Created: The Created column displays the date and time the Collection was created. The time zone setting to display the time is according to the ProcessMaker Platform instance unless your user profile's Time zone setting is specified.

Search for a Collection

Use the Search field to filter Collections that display.

Create a Collection

Click the +Collection button. See Create a New Collection.

View Records in a Collection

Click the Records icon
. See View All Records in a Collection.

Configure a Collection

Click the Edit icon
. See Edit a Collection.

Delete a Collection

Click the Delete icon
. See Delete a Collection Record.

Export a Collection

Click the Export icon
. If the Collection is a Saved Search of Collection records, the Export icon is disabled. See Export a Collection.

View the Child Record(s) from a Parent Collection

No Collections?

If no Collections exist, or you do not have permission to view any, the following message displays: No Data Available.

Display Information the Way You Want It

Control how tabular information displays, including how to sort columns or how many items display per page.
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