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63 lines
2.6 KiB
Markdown
63 lines
2.6 KiB
Markdown
# Collection Presets
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> Presets store the exact state of a [collection detail](/concepts/app-overview) page. These can be
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> used to set layout defaults for a user, or to define bookmarks that can be used to recall windows
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> into specific datasets.
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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,
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or Directus Users
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- **Scope** — The users that will have access to this preset, either Global, a specific Role, or
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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
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a name, it will be 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
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tailor the layout as 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,
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including: the full-text search query, any advanced filters added, sort field, sort direction, and
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all other specific layout options.
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<!-- prettier-ignore-start -->
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::: Defaults vs Bookmarks
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It's important to be aware of the difference between a collection's
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_defaults_ and its _bookmarks_, both of which are configured by presets. A _default_ is how a user
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will initially view the collection detail without any further customization, while a _bookmark_ is a
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named dataset that can be recalled at any point via the [collection navigation](/concepts/users-roles-and-permissions).
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:::
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<!-- prettier-ignore-end -->
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<!-- prettier-ignore-start -->
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::: System Defaults
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You can also adjust the defaults and bookmarks for the Directus Activity,
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Directus Files, and Directus Users collections.
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:::
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<!-- prettier-ignore-end -->
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<!-- prettier-ignore-start -->
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::: Order of Defaults
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Multiple defaults can be configured for a user, either for different layouts
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of even the same layout. In this case, the preset priority is: User, then Role, then Global.
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:::
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<!-- prettier-ignore-end -->
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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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<!-- prettier-ignore-start -->
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:::danger Irreversible Change
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This action is permanent and can not be undone. Please proceed with
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caution.
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:::
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<!-- prettier-ignore-end -->
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