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1e37429d7e
* add images to content, file-library and user-directory pages of docs * turn buttons from png to inline html and replace gifs with mp4s * add a ton of icons everywhere * add icons to presets & bookmarks * add icons to webhooks * add icons and clean up quickstart guide * clean up icons and videos * Move video assets to CDN * Use updated video file naming system Co-authored-by: rijkvanzanten <rijkvanzanten@me.com>
68 lines
2.8 KiB
Markdown
68 lines
2.8 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](/getting-started/glossary/#presets).
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## Creating a Preset
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1. Navigate to **Settings <span mi icon dark>chevron_right</span> Presets & Bookmarks**
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2. Click <span mi btn>add</span> 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
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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/layout, including:
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- **Collection** — The collection of the preset
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- **Layout** — The Layout the preset applies to
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- **Layout Query** — Order direction, order field, pagination, etc
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- **Layout Options** — The configuration of all layout options
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- **Search** — Any full-text search query applied
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- **Filters** — Any advanced filters applied
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- **User** — Optional; scopes to a specific user
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- **Role** — Optional; scopes to a specific role
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- **Bookmark Name** — Optional; determines if the preset is a bookmark
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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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[navigation bar](/app/overview/#_2-navigation-bar).
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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 <span mi icon dark>chevron_right</span> Presets & Bookmarks
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<span mi icon dark>chevron_right</span> [Preset]**
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2. Click <span mi btn dngr>delete</span> 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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