7. Using Collections as a template (UI)

Show how to use Collections as a template inside of your organization

Lock & unlock your Collection

Collection locking allows you to prevent yourself or other users from accidentally editing a Collection you do not want changed (e.g., if it's serving features for production modeling). In order to lock or unlock a Collection, navigate to the Collection, select the three-dot menu, and click "Lock Collection":

When a collection is locked, no new Data Sources, Features, or transformations can be added to the Collection. The inverse is also true - nothing can be removed from the Collection.

If you want to share an important collection with your team, but you don't want others to make edits, locking the Collection is recommended.

Share or make a Collection private

When you first create a Collection, you have the option to make it a "Private" or "Organization" Collection (see 4. Creating a collection from a Feature (UI)). After the Collection has been created, you can amend this selection in the "Edit" section of the Collection's three-dot menu:

Search for a shared Collection

If you can share your Collections, you may intuit, your coworkers can also share their Collections with you. To find the shared Collections in your organization, select the Collection view from the navigation bar on the left, and then select the "Shared Collections" header:

When exploring the shared Collections in your organization, you can search for Collections by name. The search functionality also provides sorting options:

Duplicate and iterate on a Collection

Let's say a coworker of mine created the "Forecasting National Home Sales" Collection in the screenshot above. They've told me about interesting projections they modeled using the Collection, and I want to duplicated and iterate on some of their work. Rasgo makes Collection duplication easy; simply select the three-dot menu on the Collection, and click "Duplicate":

Once you've duplicated the Collection, you'll be presented with the standard Collection creation workflow.

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