Collections

A Collection

is where you store a set of related data in Kinabase - think of it like a tab in a spreadsheet, or a table in a database. Each record is a row; each field is a column. A "Clients" collection might hold one record per client, with fields for their name, industry, and account manager.

Collections are the foundation everything else in Kinabase builds on: Workflow

s move records through stages, Automation

Automation

A rule that automatically runs one or more Steps, such as sending a notification or updating a record, when its Trigger conditions are met.

s react to changes in them, and Report

Report

A collection of Widgets — such as Charts and Quick Add tools — grouped together on the Dashboard's Reports tab or a record's Reports tab to analyse and share data.

s summarise what's inside them.

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1. Explore this section

Creating collections

Add a new collection with AI-powered suggestions, build one manually, or create several at once.

Configuring collections

Open the Configure screen to set a collection's name, fields, permissions, and every other setting.

Types

Split a collection into subtypes - like "Internal" and "Client" projects - each with its own fields.

Collection lists

Keep repeating items, like line items or components, neatly organised inside a record.

Managing collections

Organise your sidebar, rename a collection, and understand what happens when you delete one.

Reference data

Maintain shared lists - like categories or departments - that several collections can reuse.

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2. Related areas

A collection's fields, records and views each have their own section:

• Field
  Field

  A single piece of information stored on every record in a Collection, such as text, a number or a date, similar to a column in a spreadsheet.
  s - the columns inside a collection, and every field type available. See Fields.
• Record
  Record

  An individual entry within a Collection, like a row in a database table, representing one item or entity such as a customer or an order.
  s - the rows inside a collection: creating, finding, filtering and deleting them. See Records.
• View
  View

  A saved combination of filters, sorting, grouping and visible fields that determines how records in a Collection are displayed — as a Table, Side by side or Timeline layout.
  s - saved presets of columns, filters, sorting and grouping for a collection. See Views.

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