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Creating Smart Collections

How to create and use Smart Collections on the Medialake platform

Written by Tristan

Introduction

With Smart Collections, you can choose a series of parameters and assets will be added to the Smart Collection automatically. This feature makes it easier for you to add many related assets to a collection and automatically sort newly synced assets into the right collection.


Step 1: Navigating the Sidebar

From the main dashboard, navigate to the sidebar on the left side of the page. Click 'Library' to open the slide-out menu. Select Collections from the dropdown


Step 2: Create New Collection

In Collections, select '+ New Collection', name it and select Save


Step 3: Set Conditions

Select your new collection from the library

Once within the collection, select 'Smart Conditions' and '+ Add Smart Condition'

Ensure to select the field to match 'any' of the following conditions. From the dropdown, there are a number of different options to filter by using the metadata available.

NB: Up to NINE conditions can be added to a collection at once. See section below article on the specific condition formulas

Step 4: Create Smart Collection

After setting your conditions, select 'Save' and the collection will begin to sync

You can then navigate back to 'Assets' where all the assets that agree with the conditions set have appeared in the Smart Collection. In this case, all the assets named 'jb4' have appeared



Conditions

A Smart Collection can have any number of conditions. When you create a new Smart Collection, one condition appears automatically but you can add more by clicking 'Add Condition' on the right side of the modal.

Furthermore, the Smart Collection can be set contain assets that match all or any of the conditions set. You can change this from the drop down menu where it says 'Match all/any of the following conditions:'.

Conditions can be set on the following criteria:


Asset name


Finds assets by their name. This condition can be qualified as follows:


Folder Path


Assets from a specific folder from the inbound channel


Date Created


Find assets by the date they were created, options are as demonstrated below


Date synched


Find assets busing the metadata available. First select the source

Select an option from the dropdown available

Choose to include/exclude

Input the specified tag


Source


Find assets from or excluding a specific source, this can be any of the inbound or outbound channels that are connected



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