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How to Customize your Collection

How-to guide on customizing an inventory collection

Meirav Matto avatar
Written by Meirav Matto
Updated this week

Before importing a collection, make sure to customize your collection (available for admins only)

1. Go to the collection page

2. Click on the 3 dots and select Customize (available for admins only).

3. In the customization page we can specify which fields will characterize the items in the collection, and will appear later in the import template or item's info page.

Different inventory collections may include different types of fields that can be added to the template. The fields are divided into different sections, depending on the inventory type:

4. In every section select or add the desired fields.

Default Fields - Fields with grey checkboxes cannot be unchecked (they are necessary for the system to recognize the item in the database)

The Name field can be set to allow only unique names for new items in this collection:

Collection customizing

This will only apply to new entries in the collection, and existing duplicate names will not be removed. The unique definition is not case-sensitive, so 'Name' and 'name' are considered to be the same. Rather, when 'Unique Names Only' is selected, users will be notified when trying to create a new item with an existing name:

Custom Fields - When adding a custom field, you can choose whether this field is required when a new item is added

To Learn about linking collections as Parent and Derived, click here.

To learn about the Chemical Properties of the Compounds collection, click here.

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