In this article, you will learn how to set up and manage Smart Collections in Intellifront.
Set up
Step 1 - Click on the Smart Collections tab
Step 2 - Select New Smart Collection
Step 3 - Create a new Smart Collection
- Smart Collection Name: Give the smart collection a name.
- Collection Description: Provide a description of the contents of the smart collection if desired.
- Match the Following Tags: Enter the tags you would like to use to group the contents together in the smart collection.
You have now created a Smart Collection.
Editing or Deleting a Smart Collection
To edit or delete a Smart Collection, click the three dots on the Smart Collection you would like to change. From there, you can edit the information you would like to use to identify the Smart Collection, or you can delete the Smart Collection altogether if desired.
What's viewed in the Smart Collection?
Once you have created a smart collection, you can view any Gizmo, Dashboard, KPI, Crystal Report, Workflow, or Power BI Dashboard that contains the tags you would like to group.
Editing or Executing anything in the Smart Collection
If you need to modify or run any Gizmo, Dashboard, KPI, Crystal Report, Workflow, or Power BI Dashboard that appears in the Smart Collection with your selected tag(s), you can do so directly from within the Smart Collection.
Just click the three dots on the item and then click Edit or Execute depending on what you want to do.
You have now created and managed a new Smart Collection in your Smart Collection tab.