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Creating Collections

Collections can be created in several ways depending on where you are working in Workstation. Some methods create an empty collection, while others create a collection and immediately add an event to it.

Required Permissions
Access to this capability requires the following permissions:
 View & Edit
Workstation
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Views

Creation Methods​

Events can be created in Workstation through any of the following methods:

Method 1: Using the Collections Widget​

Best for: Creating an empty collection to organize work before adding events.

To create a collection using the Collections widget:

  1. Add a Collections widget to your workspace (if one is not already present).
  2. In the top-right corner of the widget, click the blue + button.
  3. Proceed to set the collection's initial fields.

Method 2: From Events Via Drag and Drop​

Best for: Quickly starting a collection around an event you are already investigating.

To create a collection from an event using drag-and-drop:

  1. Locate an event in your workspace (for example, in Events Explorer or an ODV).
  2. Drag the event onto a Collections widget in the same workspace.
  3. A collection creation window will appear. Proceed to set the collection's initial fields.

After the collection is created, the event will automatically be added to it.

Method 3: From Events (Via Add to Collection)​

Best for: Creating a collection while reviewing an event in detail within an ODV.

There are two entry points:

Option A: From the event Options menu

  1. Open the event in an ODV.
  2. Click the Options (⋮) menu.
  3. Select Add to Collection.
  4. In the popup, click + Collection to create a new collection.
  5. Proceed to set the collection's initial fields.

After the collection is created, the event will automatically be added.

Option B: From the Collections tab

  1. Open the event in an ODV.
  2. Select the Collections tab.
  3. Click Add to Collection.
  4. In the popup, click + Collection to create a new collection.
  5. Proceed to set the collection's initial fields.

After the collection is created, the event will automatically be added.

Initial Fields​

When creating a collection, you will be prompted to provide the following information:

  1. Enter a Name for the collection.
  2. (Optional) Enter a Description to clarify the collection's purpose.
  3. (Optional) Use Assign to User to select the primary analyst responsible for the collection.
  4. (Optional) Use Participants to add other users involved with the collection.
  5. (Optional) Set a Priority level: Low, Medium-Low, Medium, Medium-High, or High.
  6. Select a Status for the collection.
  7. (Optional) Add Tags to help categorize the collection.
  8. Click Create to finish.