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.
Automatic collections are created by setting conditions to select users. Conditions consist of a field, relation, and value. Fields are user properties such as name, company, or role. Relations are forms of logic used to compare fields and values and include:
- ends with
- greater than (numeric values only)
- in sequence (array of values, separated by commas)
- less than (numeric values only)
- not equals
- starts with
- not in sequence (array of values, separated by commas)
- matches Regex (SQL compatible Regex only)
You can add multiple conditions to a collection. Together, these conditions will function on an "and" basis. In addition, two special fields, “FOR ALL USERS” and "FROM SOURCE", and 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.
All collections start off as automatic collections because a collection is created by defining a condition to select users with. A collection is considered "manual" once you manually select a user to add to that collection. To do this, 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.