Project Collections

To make changes to settings of a particular collection, go to Settings → Collections → {collection name}.

In the Project Collections page, you can manage General settings for the collection you chose as well as its settings for Fields, Flex fields, Segments, and Custom Relations.


In the General settings, you can change the name of a collection, set up default sorting, specify the field for storing ordering, choose a display field and primary key field.

Also, you can hide a collection by simply checking the "hidden" box at the bottom of the page.


In the Fields settings, you can make changes to the "key" and "created" fields of a collection: change the display name, field type, default value, and number of rows. You can also make these fields required, editable, and filterable.

Learn more about fields here:

Flex Fields

Here you can manage your existing custom fields or create a new one. To create a new flex field, you would have to specify a unique name, display title, and insert code or a query.

Here's a step-by-step guide on how to create a Flex Field:


Here you can add a new simple or SQL segment as well as delete your segments.

Learn more about segments here:

Custom Relatioships

Click the "Add Segment" button in the menu on the left to create a new segment. Here you can type in the name of a new segment, make it visible/invisible, and add a filter or several filters for this segment.

To delete a segment, select a segment you want to remove in the menu on the left, then scroll down and hit the "Delete" button.

Learn more about segments here:

Here you can set up and change relationships between your collections.

A relationship is a situation when one collection has a field that references a key field from a different collection. This allows for relational collections to split and store data by simply linking disparate pieces of data.

In the Custom Relationships page, you can create a new relationship by specifying a relational path between two or more collections.