Manage your collection settings

Here we'll cover your options to tailor your collections to your needs.

Access your collection settings

You can access the settings of your collections by activating the layout editor (1), and clicking on the cog icon next to your collection’s names (2).

General tab

As you can see above, PatientStatus isn't editable (2), since it's the name of a table in your database. In Forest Admin, a table shows up on the left side bar as a collection.

If you wish to change that name, you may use the Display name field. Here we've named our collection Patient (1).

The Icon field allows you to change the icon next to your collection name.

The Reference field field enables you to specify how links to a record of that collection should be displayed. For instance in our Live demo, the Customers collection has its reference field set to fullname, so that it appears as such in other collections:

If no reference field is given, id is used to display the link

Finally, the Sorting field and Order fields allow you to manage how you want your collection's data to display at page load. In the image above, we've set them to updated at and descending respectively, so that going to the Addresses table view will show your data ordered from most recently updated backward.

As you can see, the column header shows a down arrow which notifies you it is sorted.

Collection permissions

Your collection's permissions are also managed from the General tab:

Here's a quick summary of each available permission:

Permission

Meaning

Allow record details display

(default: checked) If checked, clicking on a record from the table view will display the record's details page. If unchecked, an "Record access forbidden" message is shown. Note that if you hide a collection (from the left side bar), this option will automatically be unchecked. You will have to manually check it to be able to access records from other collections (from relationship fields or related data).

Allow record creation

(default: checked) If checked, a record creation form will be accessible from the table view ("+" button).

This option also manages the ability to duplicate. If checked, you will be able to duplicate a record.

Allow record update

(default: checked) If checked, a record update form will be accessible from the table view ("Update <collection>" action).

Allow record deletion

(default: checked) If checked, a "Delete" action will be accessible from the table view.

Allow CSV export

(default: checked) If checked, an "Export to CSV" action will be accessible from the table view. Clicking on it triggers a download of the current set of records.

Access to records through segments only

(default: unchecked) If checked, only segments will be accessible. Not the collection itself. If you click on the collection in the side bar, you will be redirected to the first available segment.

Set as read-only

To set a collection as read-only, disable all 3 actions: create, update and delete.

Other tabs

Fields settings are covered in the Fields section.

Segments settings are covered in the Segments section.

Smart Actions settings are covered in the Actions section.

Smart Views settings are covered in the Views section.