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58 lines
2.3 KiB
Markdown
58 lines
2.3 KiB
Markdown
# Collection Presets
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> Presets store the state of a Collection Detail page. They can be used to set layout defaults or define bookmarks to
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> specific datasets. [Learn more about Presets](/concepts/presets/).
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## Creating a Preset
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1. Navigate to **Settings > Presets & Bookmarks**
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2. Click the **Create Preset** action button in the header
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3. Complete the **other preset form fields** outlined below
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- **Collection** — The collection of this preset; supports any project collection, Directus Files, or Directus Users
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- **Scope** — The users that will have access to this preset, either Global, a specific Role, or an individual User
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- **Layout** — The collection detail's layout this preset applies to
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- **Name** — If left blank, this preset will act as a Default for the collection/layout; if given a name, it will be
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shown as a bookmark
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After you have completed the form, the layout preview will be populated with live data. You can now tailor the layout as
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desired by updating the preview or the filter component in the page sidebar.
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Each preset saves all of the information needed to recreate a view of the collection/layou, including: the full-text
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search query, any advanced filters added, sort field, sort direction, and all other specific layout options.
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::: tip Defaults vs Bookmarks
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It's important to be aware of the difference between a collection's _defaults_ and its _bookmarks_, both of which are
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configured by presets. A _default_ is how a user will initially view the collection detail without any further
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customization, while a _bookmark_ is a named dataset that can be recalled at any point via the
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[collection navigation](/guides/roles/#customizing-the-collection-navigation).
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:::
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::: tip System Defaults
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You can also adjust the defaults and bookmarks for the Directus Activity, Directus Files, and Directus Users
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collections.
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:::
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::: tip Order of Defaults
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Multiple defaults can be configured for a user, either for different layouts of even the same layout. In this case, the
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preset priority is: User, then Role, then Global.
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:::
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## Deleting a Preset
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1. Navigate to **Settings > Presets & Bookmarks > [Preset]**
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2. Click the red **Delete Preset** action button in the header
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3. Confirm this decision by clicking **Delete** in the dialog
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::: danger Irreversible Change
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This action is permanent and can not be undone. Please proceed with caution.
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:::
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