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16.5 Standard actions on a Collection

Collections can be renamed and have their descriptions edited using   |  Rename   and   |  Edit Description   in the usual way. If a collection which was automatically generated to contain issues or reviews is renamed, a new collection called Issues will be created automatically the next time an issue or review is created in the current location.

The   |  More Info   action displays the information page of a collection, containing reduced information from that of a folder - see section 3.8 - The information page. This is because of the huge number of events which such a page could contain. Instead, the information page for a collection contains a link to the Show History page containing the events. Notification can be set on a collection in the usual way - see section 12 - Event notification.

The metadata type of a collection, or its associated metadata, can be edited in the usual way. As far as metadata is concerned, a collection is a folder. Thus, a collection inside a workspace which uses a metadata schema (section 13.2.1 - Creating a metadata schema) may have

  • Metadata values associated with it
  • Default document types (see section 13.2.12 - Default types) defined on it so that any documents added to it take a particular metadata type by default
  • Privacy settings (see section 13.2.2 - Privacy) inherited from the workspace, set by its folder type or defined explicitly on it apply to a collection's contents as they would to the contents of a folder and so documents and issues in a collection may be private, indicated by
  • A validity policy (see section 13.2.3 - Validity Policy) which applies to it in just the same way as a folder so that objects with invalid metadata, indicated by , may have a reduced set of actions which may be performed on them

Adding objects - documents, issues and reviews - to a collection is described in section 16.3 - Adding objects to a Collection.
As inside a folder, the metadata fields which are displayed can be changed using the   View/Change  |  Expose Metadata   action - see section 13.3.6 - Viewing metadata. If these fields are not explicitly set, the fields which are displayed are the same as those at the parent level.

Note
It is not possible to obtain the   |  Contents of a Collection  . This is because the number of objects which a collection holds may potentially be very large and the intention of a collection to make available only those objects which are needed at a specific time or for a specific purpose - as described in section 16.4 - Viewing and searching a Collection.

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