View Collections

Collections are folders that organize Trendz views and control which users can see or edit them. Every user starts with a root collection called Your collections, and can create any number of nested subcollections inside it.

Collection types

Type	Description
Your collections (root)	Default folder available to all users; cannot be deleted. All subcollections are created inside it.
Subcollections	Folders nested inside the root or inside other subcollections. Nesting depth is unlimited.
Favourites	A personal list of frequently used views. Click the star icon in the views table to add or remove a view from Favourites.

Trendz sidebar showing root collection, subcollections, and favourites

Permissions and visibility

Three permission levels apply to both collections and individual views:

Level	Who has it	What they can do
Full (read, write, run)	Owner (creator) only	View, interact with, and save changes
Limited (read, run)	Higher-rank users who are not the owner	View and interact; cannot save changes
None	Same-rank users who are not the owner	Cannot see the collection or view at all

  Tenant
  ├── sees all customer/subcustomer views (limited)
  ├── cannot save changes to views they don't own
  │
  Customer A                 Customer B
  ├── sees own views (full)  ├── sees own views (full)
  └── ✗ cannot see           └── ✗ cannot see
       Customer B's views         Customer A's views

To see collections and views belonging to lower-rank users, click Show subcustomers collections and views.

Show subcustomers collections and views button in the Trendz UI

Managing collections and views

Create a collection

Click Add new inside an existing collection. The new subcollection appears within the collection where you clicked.

Add new button for creating a subcollection inside an existing collection

When saving a new visualization for the first time, Trendz prompts you to choose the collection to save it in.

Save dialog asking which collection to place the new visualization in

Sort collections

Collections sort by name by default. To sort by date, click Sort by date next to the root collection name. The sort order resets to name after a page reload.

Sort by date button next to the root collection name

Rename a collection

Click Change name on any subcollection to rename it. The root collection cannot be renamed.

Change name option for renaming a subcollection

Manage individual views

Open the three-dot menu on any row in the views table to rename, move, copy, or delete that view.

Three-dot menu on a view row showing rename, move, copy, and delete options

Bulk actions

Select multiple views using the checkboxes in the table, then use the bulk action toolbar to move or delete them all at once.

Multiple views selected with bulk action toolbar for move or delete

Delete a collection

A collection can only be deleted when it is empty — it must contain no views and no non-empty subcollections. Move or delete all contents first, then delete the collection.

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