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* Allow import data to collections via App directly * clear file input after import * tweak translations * reduce vertical gap * fix clear file input logic * Change export data button text * update start import button disabled color * undo unintended changes to translations quotes * add docs for importing items sidebar * update exporting items docs * Combine import/export sidebar details * Remove unused import detail * Fix docs Co-authored-by: rijkvanzanten <rijkvanzanten@me.com>
169 lines
6.0 KiB
Markdown
169 lines
6.0 KiB
Markdown
# Collection Page
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> This is the main gateway to your content items, providing a highly configurable Layout for browsing and visualizing
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> the items within a collection. The header of this page includes key action buttons for creating, deleting, and batch
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> editing items.
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[[toc]]
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## Creating an Item
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1. Navigate to the collection where you want to add an item
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2. Click on the "Create Item" (+ icon) button located in the header
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3. Complete the Item Detail form
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4. Click the "Save Item" (✓ icon) button located in the header
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::: tip Singletons
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If the Collection is configured as a "Singleton" in the data model settings, then the App will automatically skip step
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#2 above.
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:::
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## Manually Sorting Items
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1. Navigate to the [Content Module](/app/overview/#_1-module-bar)
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2. Navigate to the collection of the items you want to sort
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3. Choose a layout that supports manual sorting (eg: the default "table" mode)
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4. Enable manual sorting. (eg: for the table layout, click on the Sort column's header)
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5. Drag items by their handle into a new position
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The new sort order is saved automatically, so make sure you wait until the App's loading indicator finishes before
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navigating away from the page.
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::: warning Requires Configuration
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This feature is only available if a Sort column has been configured in the Collection's data model settings.
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:::
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## Ordering Items
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1. Navigate to the [Content Module](/app/overview/#_1-module-bar)
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2. Navigate to a collection of items
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3. Choose a layout that supports manual ordering (eg: the default "table" mode)
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4. Set the Order Field and Order Direction
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- Table Layout: Click on the field's column header, clicking again changes order direction
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- Card Layout: Adjust the two dropdowns in the layout's subheader
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::: tip Sort vs Order
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**Ordering** is a non-destructive action (does _not_ change your data) used to browse items alphabetically or
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numerically. **Sorting** (when enabled) saves a value in a [Sort](/reference/query/#sort) field, which can then be used
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to return data in a custom order.
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:::
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## Adjusting Item Layouts
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**[Learn more about Layouts](/getting-started/glossary/#layouts)**
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1. Navigate to the [Content Module](/app/overview/#_1-module-bar)
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2. Navigate to the collection of the items you want to browse
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3. Click "Layout Options" in the page sidebar
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4. Choose the desired "Layout" you want to use
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5. Configure any other layout options
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### Table Layout
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Supports all forms of data, and is therefore the default within the Content module. It includes the following
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features/options:
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- Toggle & Reorder Field Columns (Option)
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- Row Spacing (Option)
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- Manual Item Ordering
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- Column Sort
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- Column Resizing
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- Select All
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### Card Layout
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This tiled layout is ideal for collections that prioritize an image, and is the default for both the
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[User Directory](/app/user-directory/) and [File Library](/reference/files/). It includes the following
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features/options:
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- Image Source (Option)
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- Title (Option)
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- Subtitle (Option)
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- Image Fit (Option)
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- Fallback Icon (Option)
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- Card Size
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- Sort Field & Direction
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- Select All
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### Calendar Layout
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An excellent choice for temporal (date/time) data, this Layout allows you to choose between a Month, Week, Day, and List
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view. The following options are included:
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- Display Template
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- Start Date Field
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- End Date Field
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### Map Layout
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For geospatial/geographic data, the Map Layout provides a world map for points, lines, and other geometry. The following
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options are available:
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- Basemap
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- Location Field
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- Display Template
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- Enable Clustering
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## Searching Items
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1. Navigate to the [Content Module](/app/overview/#_1-module-bar)
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2. Navigate to the collection of the items you want to search
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3. Type your search query into the input (magnifying glass icon) located in the header
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## Filtering Items
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**[Learn more about Filtering](/configuration/filter-rules/).**
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1. Navigate to the [Content Module](/app/overview/#_1-module-bar)
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2. Navigate to the collection of the items you want to filter
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3. Click on Filter (filter icon) located in the header
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4. Click the "Add Filter" dropdown and select the field to filter on
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5. Adjust the operator (eg: "Contains") as needed by clicking on it
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6. Enter a value in the field filter's input(s)
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7. Remove unwanted filters by hovering over the field and clicking "X"
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## Viewing Archived Items
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**[Learn more about Archive](/configuration/data-model/#archive).**
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1. Navigate to the [Content Module](/app/overview/#_1-module-bar)
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2. Navigate to the collection of the items you want to view
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3. Click "Archive" in the page sidebar
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4. Choose the desired view: `Show Items` (default), `Show Archived Items`, or `Show Items + Archived Items`
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## Bookmarking Item Presets
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1. Navigate to the [Content Module](/app/overview/#_1-module-bar)
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2. Navigate to the collection of the items you want to bookmark
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3. Configure the page as desired (eg: layout, options, search, filters, order, etc)
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4. Click the "Create Bookmark" (bookmark icon) button in the header beside the page title
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5. Rename bookmarks by right-clicking them in the navigation sidebar and selecting "Rename Bookmark"
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6. Delete bookmarks by right-clicking them in the navigation sidebar and selecting "Delete Bookmark"
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## Importing / Exporting Items
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### Import
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**[Learn more about Import Data from a File](/reference/system/utilities/#import-data-from-file)**
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1. Navigate to the [Content Module](/app/overview/#_1-module-bar)
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2. Navigate to the collection of the items you want to import
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3. Click "Import / Export" in the page sidebar
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4. Choose the desired file containing items to import in the accepted format: either CSV or JSON
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5. Click the "Start Import" button to import the items from the chosen file
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### Export
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1. Navigate to the collection of the items you want to export
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2. Optional: Configure the dataset as desired (eg: layout, options, search, filters, order, etc)
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3. Click "Import / Export" in the page sidebar
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4. Choose the desired format: either CSV, JSON or XML
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5. Choose whether you want to use your current Filters and Settings in the export
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6. Click the "Start Export" button to download the file to your device
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