Collections

Collections in Cortex provide a structured way to store, classify, and manage workflow-related data securely. They serve as the visual interface for non-technical users to interact with workflows, records, and automation—without writing a single line of code. Users can create collections manually or from existing templates, ensuring flexibility and efficiency in organizing their workflows.

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Why Use Collections?

• No-Code Friendly - A structured UI that allows users to manage records, and apply rules effortlessly.
• Secure Data Management - Store and classify data in an organized, role-based environment.
• Flexible Organization - Create collections manually or use prebuilt templates for a faster setup.
• Automation Control - Trigger workflows, update records, and apply business rules—all from an intuitive interface.
• Prebuilt Templates & Components - Get started quickly with ready-made collection structures for common use cases.

Whether you’re managing applications, approvals, or business processes, Collections provide a seamless, no-code experience—unlocking the full power of Cortex for non-technical and technical users alike.

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Key Features

• Create Collections - Users can create new collections by entering a name.
• Collection Templates - Start from an existing collection template to streamline setup and maintain consistency.
• Tagging System - Organize collections using customizable tags for easier search and categorization.
• Rules & Records - View and manage Records and Rules assigned to each collection.

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Create a Collection

1. Navigate to the Collections page.
2. Click Create Collection and enter a name.
3. (Optional) Use an existing Collection Template to preconfigure settings.
4. Click Create Collection to finalize the setup.

Collections serve as the foundation for organizing records, automating workflows, and managing business logic efficiently.