Doc287: The Collector

Title: The Collector

The Collector is like a personal shopping cart or bookmarker, but it lets you gather Traction articles and comments, order them, and then take certain actions on them.

Administrators may also use controls to specify user collections which may also be used to control front page and newspage sections or to indicate a controlled list of articles to use as publishing templates.

Open the Collector

You can open your Collector by clicking My Collector in the Account menu.

The Collector pops up with your most recently selected collection. This one, Sample Collection, has 3 articles selected.

The controls in the upper right allow you to make a new collection, clear the contents of the selected collection, delete this collection, or sort the collection (alphabetic or chronological). You can also sort by selecting titles and using the Up/Down arrows.

You can save a number of collections under different names. If you remove or reorder items, the arrow next to Save As turns red, meaning that you need to click it to save your changes before taking any action.

There are as many as 9 actions (if you have Erase permissions, otherwise 8 options) which you can perform from the collector.

What can I do with my Collections?

Once articles are in your collector, you can do any of the following actions:

View Articles: View the articles in a multi-entry view
Change Labels: Change the labels on all of them (for example, remove all headline labels, replace with news labels). See Reclassify | Change Labels (tags) - on Articles or Paragraphs
Email Articles: Email all articles to someone that may or may not have access to Traction. The form lets you choose a project, decide whether to keep links back to Traction, and decide whether to post the contents of your email to Traction. See Email Articles From Traction
New List, Description List, Bulleted List, Numbered List: All these options will open a Compose New Article form and will include a list of Traction IDs of the selected articles in the window. Depending on the option you chose, it will wrap HTML formatting around the article links. See Publishing to Traction section for tips on how to use this form.
Export: Traction will generate a WordML or PDF briefing book including the selected articles. If these articles use Traction hyperlinks to reference other Traction articles, those referenced articles can also be included. It can actually include several levels of incoming or outgoing references. See Exporting Articles
Erase Articles: If you have Remove Article permissions for a project, then you will have the option to erase articles. Be careful, this may remove the article and (depending on your choices) any previous edits. See Deleting

Note on For Selection Only option: If you highlight some of the articles in your Collector, check For Selection Only, and select an action, then the action will only process the selected articles.

More Instruction on the Change Labels, Email Articles, and New List options are provided in various parts of the Publishing to Traction sections of this guide.

You can also specify a collection to use in a section, as described in Sections Overview.

How do I add articles into the Collector?

If you are in a single entry or multi-entry view, a Collect Articles Tool appears in the right column. Clicking this will put all articles that you can see into the currently selected collection.

Alternately, you can hover over an article or paragraph and then right-click to select Collect action from the context menu. The Context Menu allows you to choose the most recently viewed collection, choose a different collection or make a new collection. The Paragraph option will put a reference to the paragraph number (for example, Engineering53.03)

Internet Explorer users: from anywhere in the interface, you can just drag the title of any Traction entry into the Collector.

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referenced by (7)

Doc1343: Table of Contents Doc357: Traction User Guide Doc188: Outgoing Email Templates Doc175: Navigating the Interface - In the Mexico Skin Doc166: Making Links to Traction Articles Doc83: Template Articles Doc22: Sections Overview

references (1)

Doc22: Sections Overview

Article: Doc287 (permalink)
Date: March 22, 2008; 4:21:38 PM Eastern Daylight Time

Author Name: Documentation Importer
Author ID: importer