Create a collection
Collections help you to group designs and CMS data for a specific marketing campaign. For each collection, you specify designs that a group of users can use and the period that they can use them. You also specify the content items that you want to make available to Document Publisher users. You allow Document Publisher users to create their own marketing material from the collections that you create. These collections allow them to work with relevant designs and other Sitecore content items for a defined period (usually to coincide with a particular marketing campaign).
To create a new collection:
-
On the Design Manager dashboard, click Create.
-
Enter a name and click Create.
-
On the General tab, enter a start date and end date and, if you want to provide instructions to the Document Publisher users, you can enter a description for the collection.
NoteIn the Document Publisher, only collections that are active are visible. The active collections are the collections which have the start date set on the current date or before. This enables you to define when the collection is available for use in terms of your marketing campaigns.
-
On the Designs tab, in the Available designs section, select the design that you want to use and click Add. You can preview the designs on the right-hand side of the panel.
NoteIf the design that you want is not available in the Available designs section, the InDesign project may not be available in Sitecore. Ask your Administrator for more information.
Sometimes you may want to allow a group of people access to the design(s) of a collection. For example, if you have a very large group of users who all need access to a collection. You can do this by allowing access to everybody with a specific role. Assigning access rights to roles, rather than directly to users, makes maintenance of security much easier.
-
To add the users or roles who you want the collection to be available to, on the Participants tab, on either the Users or Roles tab, click the drop-down arrow, and then click Add.
-
Select either a user or a role, and then click OK.
NoteIf you want to remove a user or role, select the user or role, click the drop-down arrow, and then click Remove.
-
To select the items that are available for the Document Publisher user, on the Data tab, in the All data section, select the item and click the Add data arrow.
For example, if you want users to be able to change hotels on a leaflet, you can make the content items for different hotels available here. The user can now change the content item to change the content of the leaflet.
On the Summary tab, you can see an overview of the choices that you made for the collection.