Overview<\/h3>\n\nThis article describes the procedure for adding and removing records from a Collection<\/i> record using the following methods:
\n1. Adding and removing records from a Collection<\/i> using Collection<\/i> field
\n2. Adding and removing records from a Collection<\/i> using Tree\/List <\/i>editor
\n3. Adding multiple records to Collection<\/i>(s) using Tree\/List<\/i> editor
\n4. Adding and removing records from a Collection<\/i> using Collection<\/i> editor<\/p>\n<\/div><\/div>\n\nWho should read this?<\/h3>\n\n\n- TopTeam Users<\/li>\n<\/ul>\n<\/div><\/div>\n\n
Prerequisites<\/h3>\n\nEnsure that you have created a Collection<\/i> record. For more information, refer to the article How to add Collections in a Project<\/u><\/a>.<\/p>\n<\/div><\/div>\n\n1. Adding and removing records from a Collection using Collection field<\/h3>\n\nYou can add a record to a Collection<\/i> using record’s detail editor. For this you need to add a Collection<\/i> field onto its form. For more information on adding Collection<\/i> field, refer to the article How to add Collection Field in a Detail Editor.<\/a><\/p>\nThe following steps outline<\/font> <\/font>the procedure for adding and removing a record from a Collection <\/i>using Collection<\/i> field.<\/p>\n<\/div><\/div>\n\nStep 1.1. Open a record and navigate to Collection field<\/h3>\n\n![\"wpid38289-media_1517295043857-1.png\"](\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\")
\n<\/div>\n<\/p><\/div>\n\nStep 1.2. Add the record to a Collection using Add action<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\n\n\n<\/div>\n<\/p><\/div>\n\nThe record has been added to the selected Collections<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStep 1.3. Remove a record from any Collection(s) using Edit action<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\n\n\n<\/div>\n\nNOTE: Add<\/i> action will appear when you exit from remove mode.<\/p>\n<\/div><\/div>\n\nStep 1.4. The record is removed from the selected Collection<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\n2. Adding and removing records from a Collection using Tree\/List editor<\/h3>\n\nTree\/List <\/i>editor allows you to add and remove records from a Collection<\/i>. You can add a Collection<\/i> field in the Tree\/List <\/i>editor to view Collection<\/i> data and using this field you can add and remove records. This procedure is described in the following steps.<\/p>\n<\/div><\/div>\n\nStep 2.1. Open Tree\/List editor from TopTeam main menu or from workspace area of a record type. For example, Use Case List.<\/h3>\n\n\n<\/div>\n\nFor more information on opening other Tree<\/i> and List<\/i> editors in TopTeam<\/i>, refer to the article Opening List and Tree Editors in TopTeam<\/a>.<\/p>\n<\/div><\/div>\n\nList editor opens<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStep 2.2. Add a Collection field in Tree\/List editor<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\n\n\n<\/div>\n<\/p><\/div>\n\nStep 2.3. Add a record into a Collection <\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStep 2.4. Select desired Collection records<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nRecord is added to the selected Collection records<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStep 2.5. Remove record from a Collection<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\n\n\n<\/div>\n\nNOTE: Add<\/i> action will appear when you exit from remove mode.<\/p>\n<\/div><\/div>\n\nRecord is removed from the selected Collection <\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\n3. Adding multiple records to Collection(s) using Tree\/List editor<\/h3>\n\nYou can add multiple records to a single or multiple Collections<\/i> using Tree\/List <\/i>editor. This procedure is described in the following steps.<\/p>\n<\/div><\/div>\n\nStep 3.1. Open any Tree\/List editor. For example, Use Case List.<\/h3>\n\n\n<\/div>\n\nFor more information on opening other Tree<\/i> and List<\/i> editors in TopTeam<\/i>, refer to the article Opening List and Tree Editors in TopTeam<\/a>.<\/p>\n<\/div><\/div>\n\nStep 3.2. Select multiple records<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStep 3.3. Select a Collection record type<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStep 3.4. Select Collection(s)<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStep 3.5. The selected records are added to the selected Collections<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\n4. Adding and removing records from a Collection using Collection editor<\/h3>\n\nIn Method 1<\/i>, records were added to a Collection<\/i> using record’s detail editor. You can also do vice-versa that is add records to a Collection<\/i> using Collection<\/i> editor.<\/p>\n
The following steps describe the procedure for adding and removing a record from a Collection <\/i>using Collection<\/i> editor.<\/p>\n<\/div><\/div>\n\nStep 4.1. Open a Collection record in detail editor <\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStep 4.2. Add Records within the Included Records\/Issues tab<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStep 4.3. Select desired record type<\/h3>\n\n\n<\/div>\n\nNOTE: <\/strong><\/p>\n\n- It displays only those record types that are allowed to be included in the Collections<\/i> record type. For more information, refer to the article How to create a new Collections record type<\/a><\/strong>.<\/strong><\/li>\n
- You can add OneView Documents<\/i> along with other record types into a Collection. However, content of OneView Documents<\/i> will not be included into a Collection<\/i>. <\/strong><\/li>\n
- If you want to view the contents of OneView Documents<\/i>, view by opening them.<\/strong><\/li>\n<\/ul>\n
<\/p>\n<\/div><\/div>\n
\nStep 4.4. Add records using drag-and-drop<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nSimilarly, you can add records of other record types<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStep 4.5. Remove any record(s) using Remove action<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStep 4.6. Confirm deletion<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStep 4.7. Selected records are removed from the Collection<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nSee Also<\/h3>\n\nUsing Collections in TopTeam<\/a>
\nHow to add Collections in a Project<\/a>
\nHow to create a new Collections record type<\/a><\/p>\n<\/div><\/div>\n\n\nRevised: February 22nd, 2018<\/p>\n<\/div><\/div>\n<\/p><\/div>\n
<\/p>\n","protected":false},"excerpt":{"rendered":"
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 <\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[59],"tags":[279],"class_list":["post-37681","post","type-post","status-publish","format-standard","hentry","category-repository","tag-collections"],"jetpack_featured_media_url":"","jetpack_shortlink":"https:\/\/wp.me\/paoaNA-9NL","_links":{"self":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/37681","targetHints":{"allow":["GET"]}}],"collection":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/comments?post=37681"}],"version-history":[{"count":17,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/37681\/revisions"}],"predecessor-version":[{"id":47173,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/37681\/revisions\/47173"}],"wp:attachment":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/media?parent=37681"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/categories?post=37681"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/tags?post=37681"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
This article describes the procedure for adding and removing records from a Collection<\/i> record using the following methods: Ensure that you have created a Collection<\/i> record. For more information, refer to the article How to add Collections in a Project<\/u><\/a>.<\/p>\n<\/div><\/div>\n You can add a record to a Collection<\/i> using record’s detail editor. For this you need to add a Collection<\/i> field onto its form. For more information on adding Collection<\/i> field, refer to the article How to add Collection Field in a Detail Editor.<\/a><\/p>\n The following steps outline<\/font> <\/font>the procedure for adding and removing a record from a Collection <\/i>using Collection<\/i> field.<\/p>\n<\/div><\/div>\n NOTE: Add<\/i> action will appear when you exit from remove mode.<\/p>\n<\/div><\/div>\n Tree\/List <\/i>editor allows you to add and remove records from a Collection<\/i>. You can add a Collection<\/i> field in the Tree\/List <\/i>editor to view Collection<\/i> data and using this field you can add and remove records. This procedure is described in the following steps.<\/p>\n<\/div><\/div>\n For more information on opening other Tree<\/i> and List<\/i> editors in TopTeam<\/i>, refer to the article Opening List and Tree Editors in TopTeam<\/a>.<\/p>\n<\/div><\/div>\n NOTE: Add<\/i> action will appear when you exit from remove mode.<\/p>\n<\/div><\/div>\n You can add multiple records to a single or multiple Collections<\/i> using Tree\/List <\/i>editor. This procedure is described in the following steps.<\/p>\n<\/div><\/div>\n For more information on opening other Tree<\/i> and List<\/i> editors in TopTeam<\/i>, refer to the article Opening List and Tree Editors in TopTeam<\/a>.<\/p>\n<\/div><\/div>\n In Method 1<\/i>, records were added to a Collection<\/i> using record’s detail editor. You can also do vice-versa that is add records to a Collection<\/i> using Collection<\/i> editor.<\/p>\n The following steps describe the procedure for adding and removing a record from a Collection <\/i>using Collection<\/i> editor.<\/p>\n<\/div><\/div>\n NOTE: <\/strong><\/p>\n <\/p>\n<\/div><\/div>\n Using Collections in TopTeam<\/a> Revised: February 22nd, 2018<\/p>\n<\/div><\/div>\n<\/p><\/div>\n <\/p>\n","protected":false},"excerpt":{"rendered":" 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 <\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[59],"tags":[279],"class_list":["post-37681","post","type-post","status-publish","format-standard","hentry","category-repository","tag-collections"],"jetpack_featured_media_url":"","jetpack_shortlink":"https:\/\/wp.me\/paoaNA-9NL","_links":{"self":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/37681","targetHints":{"allow":["GET"]}}],"collection":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/comments?post=37681"}],"version-history":[{"count":17,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/37681\/revisions"}],"predecessor-version":[{"id":47173,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/37681\/revisions\/47173"}],"wp:attachment":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/media?parent=37681"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/categories?post=37681"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/tags?post=37681"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\n1. Adding and removing records from a Collection<\/i> using Collection<\/i> field
\n2. Adding and removing records from a Collection<\/i> using Tree\/List <\/i>editor
\n3. Adding multiple records to Collection<\/i>(s) using Tree\/List<\/i> editor
\n4. Adding and removing records from a Collection<\/i> using Collection<\/i> editor<\/p>\n<\/div><\/div>\nWho should read this?<\/h3>\n
\n
Prerequisites<\/h3>\n
1. Adding and removing records from a Collection using Collection field<\/h3>\n
Step 1.1. Open a record and navigate to Collection field<\/h3>\n
\n<\/div>\n<\/p><\/div>\n
Step 1.2. Add the record to a Collection using Add action<\/h3>\n
\n<\/div>\n<\/p><\/div>\n
\n<\/div>\n<\/p><\/div>\n
The record has been added to the selected Collections<\/h3>\n
\n<\/div>\n<\/p><\/div>\n
Step 1.3. Remove a record from any Collection(s) using Edit action<\/h3>\n
\n<\/div>\n<\/p><\/div>\n
\n<\/div>\n
Step 1.4. The record is removed from the selected Collection<\/h3>\n
\n<\/div>\n<\/p><\/div>\n
2. Adding and removing records from a Collection using Tree\/List editor<\/h3>\n
Step 2.1. Open Tree\/List editor from TopTeam main menu or from workspace area of a record type. For example, Use Case List.<\/h3>\n
\n<\/div>\n
List editor opens<\/h3>\n
\n<\/div>\n<\/p><\/div>\n
Step 2.2. Add a Collection field in Tree\/List editor<\/h3>\n
\n<\/div>\n<\/p><\/div>\n
\n<\/div>\n<\/p><\/div>\n
Step 2.3. Add a record into a Collection <\/h3>\n
\n<\/div>\n<\/p><\/div>\n
Step 2.4. Select desired Collection records<\/h3>\n
\n<\/div>\n<\/p><\/div>\n
Record is added to the selected Collection records<\/h3>\n
\n<\/div>\n<\/p><\/div>\n
Step 2.5. Remove record from a Collection<\/h3>\n
\n<\/div>\n<\/p><\/div>\n
\n<\/div>\n
Record is removed from the selected Collection <\/h3>\n
\n<\/div>\n<\/p><\/div>\n
3. Adding multiple records to Collection(s) using Tree\/List editor<\/h3>\n
Step 3.1. Open any Tree\/List editor. For example, Use Case List.<\/h3>\n
\n<\/div>\n
Step 3.2. Select multiple records<\/h3>\n
\n<\/div>\n<\/p><\/div>\n
Step 3.3. Select a Collection record type<\/h3>\n
\n<\/div>\n<\/p><\/div>\n
Step 3.4. Select Collection(s)<\/h3>\n
\n<\/div>\n<\/p><\/div>\n
Step 3.5. The selected records are added to the selected Collections<\/h3>\n
\n<\/div>\n<\/p><\/div>\n
4. Adding and removing records from a Collection using Collection editor<\/h3>\n
Step 4.1. Open a Collection record in detail editor <\/h3>\n
\n<\/div>\n<\/p><\/div>\n
Step 4.2. Add Records within the Included Records\/Issues tab<\/h3>\n
\n<\/div>\n<\/p><\/div>\n
Step 4.3. Select desired record type<\/h3>\n
\n<\/div>\n
\n
Step 4.4. Add records using drag-and-drop<\/h3>\n
\n<\/div>\n<\/p><\/div>\n
Similarly, you can add records of other record types<\/h3>\n
\n<\/div>\n<\/p><\/div>\n
Step 4.5. Remove any record(s) using Remove action<\/h3>\n
\n<\/div>\n<\/p><\/div>\n
Step 4.6. Confirm deletion<\/h3>\n
\n<\/div>\n<\/p><\/div>\n
Step 4.7. Selected records are removed from the Collection<\/h3>\n
\n<\/div>\n<\/p><\/div>\n
See Also<\/h3>\n
\nHow to add Collections in a Project<\/a>
\nHow to create a new Collections record type<\/a><\/p>\n<\/div><\/div>\n