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Once you create a Collection, you create instances to fill out the collection. You can then link those instances to Data Items manually or via rules.

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  • Select (blue star) Platform Settings in the side bar

  • In the pop-out side panelclick on Collections

  • Click on a (Non automated) Collection from the list. This takes you to the Collection page.

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    Select the collection you’d like to add a new instance for

  • Click Add Instance

  • Complete the form and click Add

    • Names must be unique within a collection

    • The name is case insensitive

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