How-to guide on customizing an inventory collection. Before importing a collection, make sure to customize your collection (available for admins only).
- Go to the collection page.
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Click on the 3 dots and select Customize (available for admins only).
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In the customization page you 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:
- Select the columns that will be displayed in the template.
- Add Custom Fields
- Derived Collections
- Parent Collection
- Chemical Properties (relevant for the Compounds collection only)
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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:
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. 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.
Collection Visibility
In the customization page, scroll to the Collection Visibility section to control who can see this collection. By default, collections are visible to all members with Inventory access. To restrict access, uncheck the public option and select the members or teams who should have access.
→ See Permissions Per Collection for full instructions.
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