Overview

Use the Collections package to maintain sets of schema-less data records using Screens, each referred to as a Collection. The Collections package has the following features:

• An external database is not required to store Collections. Collections are maintained in the ProcessMaker instance.

• A Collection is composed of a set of records. Similar to a relational database, a record is a grouping of fields that represent related data. Design the grouping of fields using Screens to represent this data, thereby making it easy for any user to view, create, or edit record data if they have the appropriate permission(s) to do so. Within a Collection, potentially use different Screens to create a record, edit a record, or view a record within that Collection. This provides greater control in how information within a Collection is consumed by various stakeholders in the Collection. Consider the following use case:

  • Create a record: Allow an assistant to create a record using Screen for this purpose, such as in a medical practice.

  • Edit a record: In the same medical practice, a dedicated Screen allows a nurse to edit patient information after the new patient has granted legal permission for medical staff to edit sensitive medical information (in compliance with HIPAA standards).

  • View a record: Use a third Screen that references identical record information, but limits the content and editing so that the medical practice complies with patient legal protections.

• Collections are schema-less, meaning that any type or format of data may be stored in a Collection. Because Collections are schema-less, changing the Screen(s) that are used to create, edit, and view records in each Collection thereby changes the types of information or data to all records within that Collection. You are not constrained by how you define a Collection when you create it. For example, if you want to allow Collection stakeholders to attach a file that becomes associated with a record, add a File Upload control in the applicable Screen(s) that represent information in that Collection; the new File Upload control becomes available in all records in that Collection.

• Determine which users and/or groups have permission to view, create, edit, or delete Collections by setting Collection permissions. These permissions are different than record permissions that specify which users and/or groups can manage records within an individual Collection.

• ​Import a CSV file into a Collection to simultaneously create multiple records from the CSV file's data records.

• The Collections package integrates with the Saved Searches package. Use the Saved Searches package to save and share searches associated with a Collection. See Saved Searches Package. Use ProcessMaker Query Language (PMQL) parameters to compose queries to search for record information in a Collection. Furthermore, changes to a Collection may then be applied to Saved Searches associated with that Collection.

• Establish relationships between records in one Collection with those in a second. A Collection relationship links two Collections by designating one Collection as a parent Collection, the other as a child Collection, and defining data keys or columns linking both Collections. The Collection from which this relationship is created is automatically designated as the parent Collection. The relationship is a one-to-many relationship such that a record in the parent Collection can have multiple matching records in the child Collection.

• An external database is not required to store Collections. Collections are maintained in the ProcessMaker instance.

• The Collections package integrates with the Saved Searches and Data Connector packages:

  • Saved Searches package: Use the Saved Searches package to save and share searches. See Saved Searches Package.

  • Data Connector package: Access both Collection records and third-party data sources from any ProcessMaker asset, including Screens, Scripts, and Process models. See Data Connector Package.

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