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 Team Administration → 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 (used in Data Cards)

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 Data Cards for summary displays
4. Configure Data Permissions to control access by User Role

Related Topics

• Data Collections Overview — Collection concepts and types
• Managing Data Fields — Field types and configuration
• Creating Data Views — View types and setup
• Data Cards & Card Groups — Summary card displays
• Data Permissions — Collection access control
• Custom Lists Overview — Reusable selection options