# Collections

[](https://help.qlik.com/talend/en-US/talend-data-catalog/Content/user-guide/explore/collections.htm)

## Overview

The collection management feature allows users to define and manage collections of metadata objects. Just like [labels](https://help.qlik.com/talend/en-US/talend-data-catalog/Cloud/Content/user-guide/analyze/comments-and-review.htm), collections are available anywhere in the UI to add/remove objects, for bulk editing, and assisting in management.

Collections can contain any type of metadata such as

> My favorite

collection of terms, tables, reports, etc.

Collections can also contain multiple types of content such us

> My to do collection

with terms, tables, reports, etc., in that collection.

Collections may be shared with other users.

Information note

Collections are flat, therefore not hierarchical and with no sub-collection or include concepts.

## Explore Collections

You may use the collections explorer to select and present results according to [the user-defined collections](https://help.qlik.com/talend/en-US/talend-data-catalog/Cloud/Content/user-guide/explore/collections.htm) available.

**Steps**

1. Go to **Collections > Explore**.

2. Select the collection to use from the pick lists:

   * Favorites

   * Recent

   * Personal

   * Shared with me

3. You may filter the collection lists by entering text.

4. Click any collection results to edit and manage that collection.

5. Click **Preferences** to set the Maximum count for each presentation of collections.

6. Click **Close** to close the explorer.

**Example**

Go to **Collections > Explore**, and select the **3rd Quarter Push** collection.

![](https://help.qlik.com/talend/en-US/talend-data-catalog/Cloud/Content/user-guide/explore/img/image70.png)

Click the **CustomerPurchaseOrder** table.

![](https://help.qlik.com/talend/en-US/talend-data-catalog/Cloud/Content/user-guide/explore/img/image71.png)

## Create a Collection

The collection management feature allows users to define and manage collections of metadata objects. Just like [labels](https://help.qlik.com/talend/en-US/talend-data-catalog/Cloud/Content/user-guide/analyze/comments-and-review.htm), collections are available anywhere in the UI to add/remove objects, for bulk editing, and assisting in management.

**Steps**

1. Either:

```
- Go to COLLECTIONS > Manage. This is the Collection
  Management page. Click the plus sign to Create a new
  collection.

> Or
```

1. Go to **COLLECTIONS** > **New Collection**.
2. Provide a **NAME** and **DEFINITION**.

**Example**

Go to **COLLECTIONS** > **Manage**. Click **Create** to add a new collection.

![](https://help.qlik.com/talend/en-US/talend-data-catalog/Cloud/Content/user-guide/explore/img/image72.png)

![](https://help.qlik.com/talend/en-US/talend-data-catalog/Cloud/Content/user-guide/explore/img/image73.png)

Provide a **NAME** and **DEFINITION** as

> My To Do

and

> My to do list of objects

..

![](https://help.qlik.com/talend/en-US/talend-data-catalog/Cloud/Content/user-guide/explore/img/image74.png)

## Add Objects to a Collection

Collections can contain any type of metadata such as a **My To Do** collection of terms, tables, reports, etc. Collections can also contain multiple types of content, such as **My To Do** with terms, tables, reports, etc., in that collection.

### Add Objects to a Collection in the Collection Management Page

You may add items to the collection from the Collection Management page**.**

**Steps**

1. Either:

   * Go to **Collections** > **Manage**. This is the **Collection Management** page.

   * Go to **Collections> Explore**.

2. Click a collection to open it.

3. Click **+ ADD** to add items to the collection. Specify

   * **Manually** to explorer manually for items. Once located you may select and multi-select for items to include

   * **From Query** to **Populate Collection from query**. In this case, once you construct the query, ALL the items in the result of that query will be included when you click **POPULATE NOW**.

Information note

You may also Save a query to be used for later in for populating a collection.

Click **CLEAR** to remove all current items to the collection.

Information note

You may always add any object to a collection at any time from the objects object page or from a list or grid (worksheets), unless your group assignment Properties restricts the **Edit Collections Property**

**Example**

Go to **Collections** > **Manage**.

Click the **My** tab.

![](https://help.qlik.com/talend/en-US/talend-data-catalog/Cloud/Content/user-guide/explore/img/image74.png)

Click the **My To Do** collection (hyperlink that is its name).

![](https://help.qlik.com/talend/en-US/talend-data-catalog/Cloud/Content/user-guide/explore/img/image75.png)

Click **+ ADD > Manually**. You are presented with an Object Explorer panel type presentation.

Select the model where you want to pick elements from, in this case **Staging DW**.

![](https://help.qlik.com/talend/en-US/talend-data-catalog/Cloud/Content/user-guide/explore/img/image76.png)

Information note

With the **Collections** tab you may even include items from another collection.

Expand the tree until you can select several items using Ctrl-click and Shift-click.

![](https://help.qlik.com/talend/en-US/talend-data-catalog/Cloud/Content/user-guide/explore/img/image77.png)

Click **OK**.

Information note

The items are added to the collection.

![](https://help.qlik.com/talend/en-US/talend-data-catalog/Cloud/Content/user-guide/explore/img/image78.png)

Click **+ ADD** > **From Query**.

![](https://help.qlik.com/talend/en-US/talend-data-catalog/Cloud/Content/user-guide/explore/img/image79.png)

Information note

This way you may use any pre-defined worksheet query or build your own here and add all objects to the collection.

### Add Objects to a Collection from the Object Page.

**Steps**

1. [Navigate](https://help.qlik.com/talend/en-US/talend-data-catalog/Cloud/Content/user-guide/explore/index.htm) to the [object page](https://help.qlik.com/talend/en-US/talend-data-catalog/Cloud/Content/user-guide/analyze/object-page.htm) for the object you wish to add to the collection.

2. Select a collection from the **Collections** control.

**Example**

[Navigate](https://help.qlik.com/talend/en-US/talend-data-catalog/Cloud/Content/user-guide/explore/index.htm) to the [object page](https://help.qlik.com/talend/en-US/talend-data-catalog/Cloud/Content/user-guide/analyze/object-page.htm) of the **Adj** table.

In the Collections area, select from the matching collection names.

![](https://help.qlik.com/talend/en-US/talend-data-catalog/Cloud/Content/user-guide/explore/img/image80.png)

Click **add value** under the **Collections** section.

![](https://help.qlik.com/talend/en-US/talend-data-catalog/Cloud/Content/user-guide/explore/img/image81.png)

Add the **My To Do** to the Selected collections to add the **Adj** table to.

![](https://help.qlik.com/talend/en-US/talend-data-catalog/Cloud/Content/user-guide/explore/img/image82.png)

Information note

You may add an object to any number of collections.

### Add Objects to a Collection in a worksheet or search result.

Please see working with worksheet or search results.

## Manage Collections

You may also select **Collections> Manage** to manage your existing dashboards.

**Steps**

1.Go to **Collections> Manage.**

* You see the list of **Favorites**. It is the default tab.

Information note

All the collections you have favorited are here.

* From here you may:

  * Open/Edit the collection

  * Restrict the list by using the **Search Text**

  * **Favorite** or un-**Favorite** a dashboard

2.Click the **My** tab.

Information note

All the collection you have created are here.

* From here you may:

  * Open/Edit the collection

  * Restrict the list by using the **Search Text**

  * Create a new saved collection

  * **Delete** an existing saved collection

  * **Favorite** or un-**Favorite** a collection

  * **Share** this collection with groups and/or users

  * Edit the **Name** or **Description** of a collection

  * Assign a collection to one or more (or all) **Configurations**

1.Click the **Recent** Tab**.**

Information note

All the collections you have recently opened are here.

* From here you may:

  * Open/Edit the collection

  * Restrict the list by using the **Search Text**

  * **Favorite** or un-**Favorite** a collection

**Example**

Go to **Collections> Manage**.

Click the **My** tab.

Click **Create.** Enter the name

> New Collection

and press Enter.

![](https://help.qlik.com/talend/en-US/talend-data-catalog/Cloud/Content/user-guide/explore/img/image83.png)

Information note

You will then have a collection actually saved but with no objects inside yet.

![](https://help.qlik.com/talend/en-US/talend-data-catalog/Cloud/Content/user-guide/explore/img/image84.png)

1. Click the **Recently Viewed** tab**.**

![](https://help.qlik.com/talend/en-US/talend-data-catalog/Cloud/Content/user-guide/explore/img/image85.png)

## Delete a Collection

You may delete any collection that you created.

Information note

You may not delete a collection which you only have **Viewer** or **Editor** sharing permission to.

**Steps**

1. Go to **Collections> Manage.**

```
> You may click the My tab in order to only see dashboards that you own
> and can delete.
```

1. Select the line of the collections to delete.

2. Click **Delete**.

3. Click **Yes**.

**Example**

Go to **Collections > Manage**.

Click the **My** tab.

![](https://help.qlik.com/talend/en-US/talend-data-catalog/Cloud/Content/user-guide/explore/img/image86.png)

Select **New Tables** and click **Delete.**

![](https://help.qlik.com/talend/en-US/talend-data-catalog/Cloud/Content/user-guide/explore/img/image87.png)

Click **Yes.**

## Favorite a Collection

You may favorite any dashboard that you created or is shared with you.

Information note

You may not **Delete** collection you do not own. However, you may simply unfavorite what is shared with you to remove it from your usual lists.

**Steps**

1. Go to **Collections> Manage.**

2. Click the **Favorite** icon.

3. To un-favorite, click the **Favorite** icon.

**Example**

Go to **Collections> Manage.** Click the **Favorite** icon next to **New Tables**. Then go to the **Favorites** tab.

![](https://help.qlik.com/talend/en-US/talend-data-catalog/Cloud/Content/user-guide/explore/img/image88.png)

Un-favorite **New Tables** by clicking ![](https://help.qlik.com/talend/en-US/talend-data-catalog/Cloud/Content/user-guide/explore/img/image89.png) **Favorite** again.

![](https://help.qlik.com/talend/en-US/talend-data-catalog/Cloud/Content/user-guide/explore/img/image90.png)

Information note

Now it is removed from the **Favorites** tab.

## Multi-Select in Manage Collections

You may perform all the Manage > Collections functions on multiple worksheets in the grid by multi-selecting. The Show actions control is then presented in the grid header with the number selected.

![](https://help.qlik.com/talend/en-US/talend-data-catalog/Cloud/Content/user-guide/explore/img/image91.png)

## Shared Collections

[](https://help.qlik.com/talend/en-US/talend-data-catalog/Content/user-guide/explore/collections.htm)Collections have an owner who is the creator of the collection. That owner may open, edit, or remove a collection. The collections that one owns may always be found in the **My** tab under **Collections> Manage**.

In addition, a collection may be shared, with specific users and/or groups. One may share the collection as

* **Viewer** able to see and query with the collection, as well as save it as a new collection and edit it.

* **Editor** can edit the collection name and content. Only the owner can change the sharing options and delete the object

Once shared, users that are in the sharing criteria specified may view and favorite those collections, as well.

**Steps**

1. Go to **Collections> Manage.**

2. Go to the **My** tab.

3. Double-click in the **Viewers** or **Editors** cell for the row containing the collection.

4. Pick users or groups to assign the sharing role.

**Example**

Go to **Collections> Manage.** Click the **Favorite** icon next to **New Tables**. Then go to the **Favorites** tab.

![](https://help.qlik.com/talend/en-US/talend-data-catalog/Cloud/Content/user-guide/explore/img/image92.png)

## Assign a Collection to a Configuration

When you assign a collection to one or more configurations, the collection will only appear in those configurations for all by the **Collections** > **Manage** screens, e.g., the **Collections** > **Explore** menu. In addition, when viewing the collections associated with an object, that collection will only appear when you are working in a configuration it is assigned to.

Information note

By default, a collection is available to all configurations. Once a configuration assignment is made, then those configurations are the only ones assigned.

If a configuration is deleted, then the assignments to it are removed.

When only one configuration is assigned, on deletion, the assignment reverts to **All**.

**Steps**

1. Go to **Collections> Manage.**

2. Go to the **My** tab.

3. Double-click the **Configurations** cell for the row containing the collection.

4. Pick one or more configurations to assign the collection to.

5. To assign a collection to all configurations, simply remove the specific (or all) specific configuration assignments.

**Example**

Go to **Collections> Manage** and go to the **My** tab double-click on the **Configurations** cell for **New Tables**.

Select the **Published** configuration and click **OK**.

![](https://help.qlik.com/talend/en-US/talend-data-catalog/Cloud/Content/user-guide/explore/img/image93.png)

Now, click the **New Tables** collection:

![](https://help.qlik.com/talend/en-US/talend-data-catalog/Cloud/Content/user-guide/explore/img/image94.png)

And then click on **AccountCategory**.

The **New Tables** collection is not shown for this object in the **Collections**. This is because we are in the Demo Enterprise Architecture configuration, not the **Published** configuration.

Information note

Only collections that are either unassigned to a configuration or assigned to the current configuration are visible on the [object page](https://help.qlik.com/talend/en-US/talend-data-catalog/Cloud/Content/user-guide/analyze/object-page.htm) or worksheet for an object and only then available for including that object if you are the **Owner** or the collection is shared with you as an **Editor**.

## Sharing a Collection

The owner (creator) of a collection may share that collection with users and/or groups.

You may also assign ownership.

**Steps**

1. Go to **Collections> Manage.**

2. Go to the **My** tab.

3. Either:

   * Right-click a collection and select **Share**.

   * Double-click in either the **Viewers** or **Editors** column for the collection to share

4. Pick one or more users and/or groups to share the collection with.

5. To un-share a collection, simply remove the specific (or all) users and/or groups.

**Example**

Go to **Collections** > **Manage**. Click the **My** tab. Click the line for **New Tables** collection **.**

Double-click in the **Viewers** cell

![](https://help.qlik.com/talend/en-US/talend-data-catalog/Cloud/Content/user-guide/explore/img/image95.png)

and pick the user **Bob** to assign the sharing role.

![](https://help.qlik.com/talend/en-US/talend-data-catalog/Cloud/Content/user-guide/explore/img/image96.png)

Click **ADD**.

![A screenshot of a computer Description automatically generated](https://help.qlik.com/talend/en-US/talend-data-catalog/Cloud/Content/user-guide/explore/img/image97.png)

Log out and log in as **Bob**.

Go to **Collections** > **Manage**. Click the **Shared with Me** tab. Click **Search**. Locate the **New Collection** collection. Click ![](https://help.qlik.com/talend/en-US/talend-data-catalog/Cloud/Content/user-guide/explore/img/image89.png) **Favorite** next to that collection.

Now, go to the Favorites tab and see this collection as Bob.

Information note

You cannot add to this collection as **Bob** because **Bob** does not own it.

Click on the collection name and then click **Save As** and enter the name

> Bob's Collection

and Click **OK**.

Information note

You may now edit the list. You could also share it back with **Administrator**.

You may save a shared collection before specifying whom to share it with. You may come back later and specify whom it will be shared with.

You may use the pencil icon next to the **Owner** to assign a new owner.

## Working on Elements in a Collection

Just like [labels](https://help.qlik.com/talend/en-US/talend-data-catalog/Cloud/Content/user-guide/analyze/comments-and-review.htm), collections are available anywhere in the UI to add/remove objects, for bulk editing, and assisting in management.

**Steps**

1. Go to **Collections** > **Manage**.

2. Click the **My** tab.

3. Click a collection to open.

4. Results are a common results (reports) page where you may operate on the items in grid mode.

**Example**

![](https://help.qlik.com/talend/en-US/talend-data-catalog/Cloud/Content/user-guide/explore/img/image98.png)

Go to **Show actions for the selected objects** > **Edit**.

![](https://help.qlik.com/talend/en-US/talend-data-catalog/Cloud/Content/user-guide/explore/img/image99.png)

Information note

You may edit any properties of any number of items in the collection at a time.