Creating Data Collections

Learn how to create new Data Collections to store and organize your team's data.

Creating a New Collection

1. Navigate to Admin → Data Collections
2. Click the Create Data Collection button
3. Fill in the required information:
   • Singular Name - e.g., "Contact" (used when referring to one record)
   • Plural Name - e.g., "Contacts" (used in menus and lists)
   • Collection Type - Standard or Smart
4. Click Create

Collection Settings

After creation, configure these settings in the Details tab:

Basic Information

• Icon - Visual identifier in menus and displays
• Description - Internal notes about the collection's purpose

Calculated Name

The formula that generates a display name for each record:

• Uses Mustache syntax: {{FirstName}} {{LastName}}
• Combines field values into a readable label
• Appears in record lists, chips, and references

Display Fields

• Avatar Field - Image field to use as record thumbnail
• Cover Image Field - Image field for card headers

Kanban Settings

If using Kanban board views:

• Grouping Field - Selection field to group records by
• Default Columns - Which selection options to show as columns

Smart Collection Configuration

For Smart Collections, configure the membership filter:

1. Go to the Details tab
2. Find the Membership Filter section
3. Define rules that determine which records appear
4. Records matching all rules are included

Next Steps

After creating a collection:

1. Add Data Fields to define what information to store
2. Create Data Views for users to browse the data
3. Configure Permissions to control access