View Collections
ProcessMaker displays all the ProcessMaker Collections in one table. This makes it easy to manage ProcessMaker Collections.
The Collections package must be installed in your ProcessMaker instance. The Collections package is not available in the ProcessMaker open-source edition. Contact ProcessMaker Sales or ask your ProcessMaker sales representative how the Collections package can be installed in your ProcessMaker instance.
Your ProcessMaker user account or group membership must have the "Collections: View Collections" permission to view the list of ProcessMaker Collections unless your user account has the Make this user a Super Admin setting selected. This permission is different than record permissions in a ProcessMaker Collection that allow you to view the records in that Collection.
See the ProcessMaker Collections permissions or ask your ProcessMaker Administrator for assistance.
Follow these steps to view all ProcessMaker Collections in your organization:
​Log on to ProcessMaker.
Click the Admin option from the top menu. The Users page displays.
Click the Collections icon
in the left sidebar. The Collections page displays the ProcessMaker Collections that you are allowed to view.
The Collections page displays the following information in tabular format about ProcessMaker Collections:
Collection ID: The Collection ID column displays the ProcessMaker Collection's ID. ProcessMaker automatically generates the ID value when the Collection is created and represents a sequential number of how many total Collections have been created to that time.
Name: The Name column displays the ProcessMaker Collection's name.
# Records: The # Records column displays how many records are in each ProcessMaker Collection.
Modified By: The Modified By column displays the ProcessMaker user who last modified the Collection. Hover your cursor over the user's avatar to view that person's full name.
Created By: The Created By column displays the ProcessMaker user who created the Collection. Hover your cursor over the user's avatar to view that person's full name.
Modified: The Modified column displays the date and time the ProcessMaker Collection was last modified. The time zone setting to display the time is according to the ProcessMaker instance unless your user profile's Time zone setting is specified.
Created: The Created column displays the date and time the ProcessMaker Collection was created. The time zone setting to display the time is according to the ProcessMaker instance unless your user profile's Time zone setting is specified.
Use the Search field to filter ProcessMaker Collections that display.
Click the +Collection button. See Create a New Collection.
Click the Records icon
. See View All Records in a Collection.
Click the Edit icon
. See Edit a Collection.
Click the Delete icon
. See Delete a Collection Record.
Click the Export icon
. See Export a Collection.
If no ProcessMaker Collections exist, or you do not have permission to view any, the following message displays: No Data Available.
​Control how tabular information displays, including how to sort columns or how many items display per page.
