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Item collections

Organise items by collection​

Collections provide a way to segregate items according to their usage.

Items can only belong to one collection at a time. When you create an item, you must choose one of the collections allowed by the item's design. To move an item to another collection, you can edit the item and change the value of its Collection property.

Collection types​

There are four collection types:

  • Live - items in use. The default for most items.

  • Archive - items no longer in use. Archiving items is typically preferable to deleting them, as their data is retained and can be unarchived if needed later.

  • Inventory - items that will be used. These can be physical assets (e.g. spare parts in a warehouse) or activities to be performed in future.

  • Template - reusable "draft" items that you can base new items on. See Template items.

Set the allowed collections​

All designs/interfaces allow the Live and Archive collections.

When you create or edit a design, you can select which other collections are allowed. These will be selectable when someone creates/edits an item of that design.