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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 10 months 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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