Creating collections

You create collections to contain configuration items, assets, and locations that you want to group together. By creating collections, the records in the collections are easier to access in other applications.

About this task

You can add the same configuration item, asset, or location to multiple collections. You cannot add the same item, asset, or location multiple times to the same collection.

Procedure

  1. In the Collections application, click New Collection.
  2. Provide a name for the collection.
  3. Optional: Provide a description for the collection.
  4. Optional: Activate or inactive the collection:
    • If a collection is active, you can use the collection in other applications.
    • If a collection is inactive, you can add, change, and delete collection details. However, you cannot use the collection in other applications.
  5. Click New Row.
  6. Optional: Specify values for configuration item, asset, or location. When you specify one of these values, the other two values become inactive.
  7. Optional: Specify a value for site. The associations between sites, assets, and locations determine your ability to specify a value for site. Also, if you specify a site before you specify other values, your choices for asset or location are narrowed. Because configuration items do not belong to any sites, the Site field and Organization field are read-only when you add a configuration item. The Organization field displays the organization for the specified site.
  8. Save your changes.


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