Collections

Overview

Collections allow users to organize dashboards, reports, and diagrams into custom groups. Both admins and users with the appropriate permissions can create and manage collections. Once collections are defined, users can add any number of dashboards, reports, and diagrams to them.

Non-empty collections appear on the left-side panel on the dashboards, reports, and diagrams pages. Collections that contain no items do not appear on the left-side panel. Once users add at least one item to a collection, it becomes visible on the left-side panel of the corresponding page. Subcollections, or collections within other collections, appear as folders.

Collection Structure

Collections are organized in a hierarchical structure:

• Collection group: A container that holds multiple collections. Collection groups appear on the left-side panel as expandable sections.
• Collection: The main organizational unit where dashboards, reports, and diagrams are grouped. Collections appear on the left-side panel within collection groups.
• Subcollection: A further subdivision within a collection. Subcollections do not display on the left-side panel. When a collection is selected, subcollections appear as folders within that collection's page. In the UI, subcollections are referred to as collections.

Permissions

By default, only admins can manage collections and their content. Admins can grant users in other roles the permissions to:

• Administrate: Create and manage collection groups and collections.
• Manage content: Add and remove dashboards, reports, and diagrams within collections.

To modify collection permissions for non-admin roles, navigate to the User Roles and Permissions section of the admin area. For details, see Role-Based Permissions.

Using Collections

All users can view collections and the items included in them, unless access to specific items is restricted. To open a collection, select it from the left-side panel on the dashboards, reports, or diagrams page. Only non-empty collections are shown. You can navigate between different collections using the breadcrumbs menu at the top of the page.

Users with the permission to manage content within collections can do the following:

• Add items: You can add an item to multiple collections.
• Move items: Move items between different collections. Use this option to add items to subcollections. You can also drag and drop items to move them.
• Remove items: Removing items from collections doesn’t delete any workspace data.

To perform these actions, click the three-dot icon on an item and use the corresponding options in the context menu.

Managing Collections

Users with the appropriate permissions can create and manage collections. To do this, on the dashboards, reports, or diagrams page, click Manage Collections at the bottom of the left-side panel. In the modal that appears, you can create, edit, reorder, and delete the following:

• Collection groups
• Collections
• Subcollections

You can also open the Manage Collections modal from a collection page. To do this, in the upper-right corner, click the three-dot icon > Edit Collection. To move a collection, click the three-dot icon > Move.

Managing Collections in the Administration Area

Admins can also manage collection groups and collections in the Collections section of the administration area. Here, you can:

• Create, edit, reorder, and delete collection groups and collections. You can add descriptions to collections, which is not possible in the Manage Collections modal.
• Import collections based on SAP LeanIX best practices. For details, see Importing Collections.

To create subcollections, use the Manage Collections modal accessible from the dashboards, reports, and diagrams pages.

Importing Collections

Admins can import collections based on SAP LeanIX best practices. This creates collection groups for each SAP LeanIX product available in the workspace and populates them with collections for common use cases. Relevant reports are automatically added to these collections, but no diagrams are automatically created or added.

To import collections, in the Collections section of the admin area, click Import SAP LeanIX Best Practices.

Best Practice

The table below lists collections available for import. They are based on SAP LeanIX best practices for typical scenarios.