Creating Item Collections

You can create two types of item collections:

  • Static item collections - add and remove items to these collections manually. Ideal for item collections whose items cannot be grouped based on one or more properties

  • Dynamic item collections - add and remove items automatically based on a saved search. Every time the an item is added that matches the saved search criteria, that item is automatically added to the item collection

To create a dynamic item collection:

  1. Go to Lists > Accounting > Item Collections > New.

  2. In the Name field, enter up to 200 characters for the name of this item collection.

  3. (Optional) Enter a description of the item collection.

  4. Select the Dynamic option on the toggle.

    Note

    You cannot change the item collection from Dynamic to Static or vice versa after you have saved it.


  5. Select the existing item saved search you want to use from the Saved Search list.

    For information on how to create a saved search, see the help topic Defining a Saved Search.

  6. Click Save.

To create a static item collection:

  1. Go to Lists > Accounting > Item Collections > New.

  2. In the Name field, enter up to 200 characters for the name of this item collection.

  3. (Optional) Enter a description of the item collection.

  4. Select the Static option on the toggle.

    Note

    You cannot change the item collection from Static to Dynamic or vice versa after you have saved it.


  5. On the Items subtab of the item collection, do one of the following:

    • To add multiple items at once:

      1. Click Add Multiple.

      2. Check the boxes for the items you want to include in the item collection and click > to move them to the Current Selections pane. You can use the Shift and Ctrl keys on your keyboard to select more than one value or to clear a value.

      3. To search for specific items, use the search box at the top of the Add Items window. You can also filter the list using the filter at the top of the list of items.

    • To add items one by one, select them from the list in the Name field. You can search for specific items by typing in at least three characters from the item name.

  6. Click Save.

You can also use CSV Import to create static item collections. The Item Collection and Item Collection Item Map record need to be imported separately in this process. For more information, see the help topics Item Collection Import and Item Collection Item Map Import.

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