Finding Collections

The Collections widget is the primary way to find, review, and manage collections in Cogynt Workstation. It presents collections in a table view and allows users to search, filter, and open collections for detailed work.

Required Permissions

Access to this capability requires the following permissions:

 View & Edit

Workstation

→

Views

Using the Collections Widget

Analysts typically use the Collections widget as the starting point for case-based work.

A common workflow looks like this:

1. Use the Collections widget to locate an existing collection or identify one that needs review.
2. Review high-level collection information directly in the table.
3. Open a collection in an Object Details Viewer using the View (eye) icon, drag-and-drop, or the More (⋮) menu.
4. Perform detailed work inside the Object Details Viewer, such as reviewing items, adding comments, or updating status and priority.

The Collections widget focuses on finding and organizing collections, while most collection-specific work happens in the Object Details Viewer.

Viewing Collections

Analysts can view and open collections in several ways:

1. Click the caret icon on a collection row to preview its details.
2. Use the View (eye) icon or drag the collection into an Object Details Viewer to view and manage the collection.
3. Use the More (⋮) menu to send the collection to an Object Details Viewer or another workspace.

Text Search

The search bar in the Collections widget allows users to perform a text-based search across collections.

Search results include matches in the following fields:

• Collection Name
• Collection Description
• Collection ID
• Collection Short ID
• Any Text custom fields on the collection
• Any Rich Text custom fields on the collection

To search by text:

1. From an open workspace, locate a Collections widget.
2. Click the search field at the top of the widget.
3. Enter a keyword or phrase.
4. Wait briefly while Workstation returns matching collections.

Applying Filters

Filters allow users to narrow results and exclude irrelevant or archived collections.

To apply filters:

1. In an open Collections widget, click the Filter By button to the right of the search bar.
2. Apply any combination of the available filters, including:
   • Created At: Filters by collection creation date.
   • Updated At: Filters by last update timestamp.
   • Assigned To: Filters collections assigned to a selected user or to the current user (me).
   • Participants: Filters collections where the selected user is a participant.
   • Status: Filters collections by collection status.
   • Tags: Filters collections by tags. Use Is Empty to find collections with no tags.
   • Priority: Filters collections by assigned priority.
   • Custom Fields: Filters collections by selected custom field values.
   • Archived: Toggle to include or exclude archived collections.
3. Apply the filters to update the collection list.

tip

For more precise results, combine text search with one or more filters.

Clearing Filters

Active filters appear above the Collections table as filter chips.

• Click the X on an individual chip to remove that filter.
• To remove all filters at once, use the widget menu.

To reset all filters:

1. In the top-right corner of the Collections widget, click the More menu (⋮).
2. Select Reset Filters. The widget reloads and returns to its default state.

Best Practices

Search terms and filters are saved per Collections widget within a workspace. Multiple widgets can maintain different filtered views of collections.

It is common to use multiple Collections widgets in the same workspace to manage different cases, teams, or investigative priorities.