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How to add and remove records from a Collection

How to add and remove records from a Collection

Overview

This article describes the procedure for adding and removing records from a Collection record using the following methods:
1. Adding and removing records from a Collection using Collection field
2. Adding and removing records from a Collection using Tree/List editor
3. Adding multiple records to Collection(s) using Tree/List editor
4. Adding and removing records from a Collection using Collection editor

Who should read this?

  • TopTeam Users

Prerequisites

Ensure that you have created a Collection record. For more information, refer to the article How to add Collections in a Project.

1. Adding and removing records from a Collection using Collection field

You can add a record to a Collection using record’s detail editor. For this you need to add a Collection field onto its form. For more information on adding Collection field, refer to the article How to add Collection Field in a Detail Editor.

The following steps outline the procedure for adding and removing a record from a Collection using Collection field.

Step 1.1. Open a record and navigate to Collection field

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Step 1.2. Add the record to a Collection using Add action

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The record has been added to the selected Collections

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Step 1.3. Remove a record from any Collection(s) using Edit action

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NOTE: Add action will appear when you exit from remove mode.

Step 1.4. The record is removed from the selected Collection

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2. Adding and removing records from a Collection using Tree/List editor

Tree/List editor allows you to add and remove records from a Collection. You can add a Collection field in the Tree/List editor to view Collection data and using this field you can add and remove records. This procedure is described in the following steps.

Step 2.1. Open Tree/List editor from TopTeam main menu or from workspace area of a record type. For example, Use Case List.

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For more information on opening other Tree and List editors in TopTeam, refer to the article Opening List and Tree Editors in TopTeam.

List editor opens

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Step 2.2. Add a Collection field in Tree/List editor

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Step 2.3. Add a record into a Collection

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Step 2.4. Select desired Collection records

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Record is added to the selected Collection records

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Step 2.5. Remove record from a Collection

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NOTE: Add action will appear when you exit from remove mode.

Record is removed from the selected Collection

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3. Adding multiple records to Collection(s) using Tree/List editor

You can add multiple records to a single or multiple Collections using Tree/List editor. This procedure is described in the following steps.

Step 3.1. Open any Tree/List editor. For example, Use Case List.

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For more information on opening other Tree and List editors in TopTeam, refer to the article Opening List and Tree Editors in TopTeam.

Step 3.2. Select multiple records

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Step 3.3. Select a Collection record type

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Step 3.4. Select Collection(s)

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Step 3.5. The selected records are added to the selected Collections

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4. Adding and removing records from a Collection using Collection editor

In Method 1, records were added to a Collection using record’s detail editor. You can also do vice-versa that is add records to a Collection using Collection editor.

The following steps describe the procedure for adding and removing a record from a Collection using Collection editor.

Step 4.1. Open a Collection record in detail editor

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Step 4.2. Add Records within the Included Records/Issues tab

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Step 4.3. Select desired record type

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NOTE:

  • It displays only those record types that are allowed to be included in the Collections record type. For more information, refer to the article How to create a new Collections record type.
  • You can add OneView Documents along with other record types into a Collection. However, content of OneView Documents will not be included into a Collection.
  • If you want to view the contents of OneView Documents, view by opening them.

 

Step 4.4. Add records using drag-and-drop

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Similarly, you can add records of other record types

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Step 4.5. Remove any record(s) using Remove action

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Step 4.6. Confirm deletion

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Step 4.7. Selected records are removed from the Collection

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See Also

Using Collections in TopTeam
How to add Collections in a Project
How to create a new Collections record type

Revised: February 22nd, 2018

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