Product: (OneSync)

Audience: (ClassLink Administrator) 

Collections are sets of users that are used to specify which users will be exported to a destination. One collection can be applied to multiple destinations. When creating or editing a destination, you can select collections to export in the Select Users tab. There are two types of collections: automatic and manual.

Overview

• Automatic Collections
• Manual Collections

Automatic Collections

Automatic collections are created by setting conditions. Conditions consist of a field, relation, and value and are used to select users based on a logic that you define. You can add multiple conditions to a collection. Together, these conditions will function on an "and" basis. In addition, you can choose special fields, including “FOR ALL USERS” and "FROM SOURCE", which do not require a relation or value as they select all users from OneSync or a specific source, respectively.

Note: When editing a collection to deselect users that were previously exported, this action will deactivate these users' links and/or disable the users in the destination based on your Advanced Options settings. 

Manual Collections

Manual collections can be created in two ways. In the first, you create an empty collection by selecting "No Condition". You can then manually add users to this collection. In the second, you convert an automatical collection to a manual collection. A collection is considered "manual" once you manually select a user to add to that collection.

To add a user to a collection, navigate to the desired user's profile. In the Collections tab, you can choose collections to add that user to by clicking the "Add To Collection" button. Or you can remove that user from collections that the user is already apart of.

Note: You must click "Save User" to confirm any changes to a user's collections.

Updated: Jan 2019