Collections | Create a Collection

#Forms Collections are saved groups of Participants or Entities that can be used to track data for the group through recorded TouchPoints.

Updated over a week ago

Follow these steps to create a Collection:

1. On the left side Navigation Bar click "Collections."

2. Click "Create Collection."

3. In the "Select a Collection Type" drop-down, select the Collection Type.

  • If you have not assigned a Collection Type to the Program you are working in, you will need to setup the Security for a Collection Type.

  • To build a new Collection type, click "Manage Collection Types (NEW)" link on this page, or go to "Site Administration" > "Manage Collection Types" on the Navigation Bar.

4. Check boxes to the left of all Participants you want to enroll in the Collection.

5. Click "Continue."

6. Give the Collection a name and fill in the Collection Type form (required fields show with a red asterisk).

7. Click "Save."

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