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194 lines
7.2 KiB
Markdown
194 lines
7.2 KiB
Markdown
# Items
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> Item are objects within a Collection which contain values for one or more fields. Each collection represents a
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> **record** in your database. [Learn more about Items](/concepts/items/).
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::: warning Permissions
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The actions on this page assume the current user has permission to perform that action. However, certain features may be
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disabled or hidden based on permissions.
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:::
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## Creating an Item
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1. Navigate to the [Collections Module](/concepts/application/#collections)
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2. Navigate to the collection where you want to add an item
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3. Click on the "Create Item" (+ icon) button located in the header
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4. Complete the Item Detail form
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5. 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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#3 above.
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:::
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## Updating an Item
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1. Navigate to the [Collections Module](/concepts/application/#collections)
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2. Navigate to the collection of the item you want to update
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3. Click on the item within the current layout (eg: on the row of the table)
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4. Update the Item Detail form
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5. Click the "Save Item" (✓ icon) button located in the header
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::: tip Other Save Options
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To the right of the primary Save button there is a "..." icon which contains the following alternate save options:
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- Save and Stay (⌘S)
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- Save and Create New (⌘⇧S)
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- Save as Copy
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:::
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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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#3 above.
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:::
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## Deleting an Item
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1. Navigate to the [Collections Module](/concepts/application/#collections)
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2. Navigate to the collection of the item you want to delete
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3. Select the item(s) within the desired layout (eg: the checkbox on the table row)
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4. Click the "Delete Item" (trash icon) button located in the header
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5. Confirm the action within the dialog by clicking "Delete"
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::: tip Deleting from the Item Detail page
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You can also click on an item to navigate to its Detail page. From there, you can click on the "Delete Item" (trash
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icon) button located in the header.
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:::
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## Archiving an Item
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1. Navigate to the [Collections Module](/concepts/application/#collections)
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2. Navigate to the collection of the item you want to archive
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3. Select the item(s) within the desired layout (eg: the checkbox on the table row)
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4. Click the "Archive Item" (trash icon) button located in the header
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5. Confirm the action within the dialog by clicking "Archive"
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::: warning Requires Configuration
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This feature is only available if an Archive column has been configured in the Collection's data model settings.
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:::
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::: tip Archiving from the Item Detail page
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You can also click on an item to navigate to its Detail page. From there, you can click on the "Archive Item" (archive
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icon) button located in the header.
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:::
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## Reverting an Item
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1. Navigate to the [Collections Module](/concepts/application/#collections)
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2. Navigate to the collection of the item you want to archive
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3. Click on an item to navigate to its Detail page
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4. Click "Revisions" in the page sidebar
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5. Click on the revision you wish to preview
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6. Click on the "Revert" button located in the drawer's header
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7. Confirm the action within the dialog by clicking "Revert"
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## Commenting on an Item
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1. Navigate to the [Collections Module](/concepts/application/#collections)
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2. Navigate to the collection of the item you want to comment on
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3. Click on an item to navigate to its Detail page
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4. Click "Comments" in the page sidebar
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5. Type your message within the input
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6. Click the "Submit" button
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## Manually Sorting Items
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1. Navigate to the [Collections Module](/concepts/application/#collections)
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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 [Collections Module](/concepts/application/#collections)
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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](/guides/collections/#sort) field, which can then be
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used 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](/concepts/layouts/)**
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1. Navigate to the [Collections Module](/concepts/application/#collections)
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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 that come after the layout dropdown
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## Searching Items
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**[Learn more about Search](/guides/items/#searching-items)**
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1. Navigate to the [Collections Module](/concepts/application/#collections)
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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 located in the header
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## Filtering Items
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**[Learn more about Filtering](/guides/items/#filtering-items).**
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1. Navigate to the [Collections Module](/concepts/application/#collections)
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2. Navigate to the collection of the items you want to filter
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3. Click "Advanced Filter" in the page sidebar
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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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## Bookmarking Item Presets
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**[Learn more about Bookmarks](/guides/items/#bookmarking-item-presets)**
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1. Navigate to the [Collections Module](/concepts/application/#collections)
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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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## Exporting Items
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**[Learn more about Exporting](guides/items/#exporting-items)**
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1. Navigate to the [Collections Module](/concepts/application/#collections)
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2. Navigate to the collection of the items you want to bookmark
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3. Optional: Configure the dataset as desired (eg: layout, options, search, filters, order, etc)
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4. Click "Export Data" in the page sidebar
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5. Choose the desired format: either CSV or JSON
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6. Choose whether you want to use your current Filters and Settings in the export
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7. Click the "Export" button to download the file to your device
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