Using Collections in the Add-In for Outlook

This section describes how to use collections in the add-in for Outlook:

What are collections?

As your lists of Conversations, Social Objects, people, and groups grow, it might be useful to organize those that focus on a common topic, project, or issue into an easy-access list, called a collection. Use collections to create your own lists of related Conversations, collections, profile and group walls, and Social Objects.

You can give the collection a meaningful name so it's easy to identify its purpose. You can add Conversations and walls (including people's walls and group walls) to a collection. You can also add Social Objects and other collections to a collection to create a hierarchy. There is no limit to the levels of hierarchy you can create.

In the add-in for Outlook navigation bar, click the Collections icon to open the list of collections.

Collections icon on navigation bar

For more information, see How do I create a collection?

How do I create a collection?

  1. On the navigation bar, click Collections icon.
  2. Click Create a new Collection icon to open the New Collection dialog.
  3. In the Name field, enter a name for the collection.
  4. Select check boxes to enable collection options:
    • Make publicly available—Make this a public collection that anyone with an Oracle Social Network account can join.

    • Add to favorites—Add this collection to your Favorites list.

  5. Click OK.

How do I add members to a collection?

  1. On the navigation bar, click Collections icon.
  2. Double-click a listed collection to open it.
  3. Click Members tab to open the collection's list of members.

    Tip: To see how many members a collection has, mouse over the Members tab.

  4. Click Add Members icon to open the Select Members dialog.
  5. In the Select Members dialog, select groups and people you want to add as members. Use Ctrl+Click to select more than one person or group.

    Double-click a name to add it to the Select list at the bottom of the dialog, or select names, then click Select to add all selections.

    By default, you see a list of contacts. Click a tab to change your view:

    • Contacts—View a list of your contacts.

    • Groups—View a list of your groups.

    • Current Members—View a list of current members.

    Alternatively, you can enter part of a person's or group's name, and select them from the list that pops up.

  6. Click OK to add your selection to the collection's membership.

How do I remove members from a collection?

  1. On the navigation bar, click Collections icon.
  2. Double-click a listed collection to open it.
  3. Click Members tab to open the collection's list of members.
  4. Right-click the person or group, and select Remove from Membership.
  5. In the confirmation dialog, click Yes.

How do I add an existing item to a collection?

  1. On the navigation bar, click Collections icon.
  2. Double-click a listed collection to open it.
  3. Click Related Items tab to show the items in this collection.
  4. Click Add Existing Item icon
  5. In the Browse Items dialog, select one or more items to add to the collection, then click OK. Use Ctrl+Click to select more than one item.

    By default, you see a list of recent items. Click a tab to change your view:

    • Recent Items—Select from items you have visited recently.

    • Favorites—Select from items you have marked as a favorite.

    Alternatively, you can enter part of a item's name, and select it from the list that pops up. When you select from the search's pop-up results, the dialog closes and your selection is added to the collection.

How do I add a new item to a collection?

  1. On the navigation bar, click Collections icon.
  2. Double-click a listed collection to open it.
  3. Click Related Items tab to show the related items in this collection.
  4. Click Add New Items icon, and select:
    • Add New Conversation—To create a new Conversation and add it to the collection.

    • New Collection—To create a new collection and add it to the current collection.

  5. Enter a name for the item in the Name field.
  6. Select the options you want to apply to the new item:
    • Make publicly available—Make this a publicly available item that anyone with an Oracle Social Network account can join.

    • Add to favorites—Add this item to your favorites list.

  7. Click OK to add the new item to the collection.

How do I remove an item from a collection?

When you remove an item from a collection, there's no confirmation dialog—the item is simply removed. If you decide removal was a mistake, you can always add it back (see How do I add an existing item to a collection?).

  1. On the navigation bar, click Collections icon.
  2. Double-click a listed collection to open it.
  3. Click Related Items tabto show the related items in this collection.
  4. Right-click the item, and select Remove Item from the Collection.

How can I rearrange a list of collections?

You can select the type of collections you want to appear on the collections list (Yours, Available, Favorites, Muted), then arrange that view so that it appears in the order you find the most useful.

  1. On the navigation bar, click Collections icon.
  2. On the Collections banner, click Options menu, then select the type of collection you want to see.
  3. Click Arrange By, then select your preferred sort order.

Tip: In a collection, you can choose to see different types of content in the panel. Use the tabs at the top of a collection to navigate to each type:

  • PostsPosts tab icon View all messages and documents added to the collection's wall.

  • DocumentsDocuments tab icon View just the documents added to the collection's wall.

  • MembersMembers tab icon View and manage the collection's membership.

  • Related ItemsRelated Items tab icon View a list of the Conversations, profile and group walls, Social Objects, and other collections in this collection.

  • Referring ItemsReferring Items tab icon View the Social Objects that include this collection in their lists of related items.

How do I hide membership messages in a collection?

When a user is added to or removed from an item a membership message is posted to the item (for example, This wall is now accessible to: Jane Doe). If you'd prefer not to show those messages, you can hide them. See How do I hide membership messages?

How do I rename a collection?

  1. On the navigation bar, click Collections icon.
  2. Right-click a listed collection, and select Modify.
  3. In the Modify dialog, rename the collection and click OK.