Creating and Managing Records
How to create collaborator records, assign types, fill in attribute values, and manage records over time.
Collaborator records are the individual entries in your organization's database, one record per venue, vendor, production company, or other external partner you work with. Records live at the organization level, outside of any individual event, and persist indefinitely.
Creating a Record
From the Collaborator Database main list, click Add Collaborator to create a new record. The creation form asks for a name and a type, both set at creation time.
Records don't require a type to exist. You can create a record with just a name if you're not ready to categorize it. Untyped records don't display attribute fields, but they're valid entries in the database and can be assigned a type at any time.
Filling In Attribute Values
Opening a collaborator record opens a side panel with the record's details. From there, you can view and edit the attribute values associated with the record's current type. Each attribute appears as the field type it was configured with (a Text attribute is a text field, a Select attribute presents a dropdown, a Checkbox can be toggled) and editing is inline within the panel.
For a fuller view of the record, including associated crew, click through to the collaborator's full page.
Changing a Record's Type
A record's type can be changed at any time from the record panel. When you change the type, the attribute fields displayed on the record update to match the new type's configuration.
Attributes from the previous type that aren't part of the new type are no longer shown on the record, but their values are preserved in the background. If you switch the record back to its original type later, or assign any type that includes those attributes, the stored values re-surface automatically without re-entry.
The UI doesn't preview what will change when you switch types. The change takes effect immediately.
Searching and Filtering
The record list opens with only the Name column visible by default. You can add attribute columns, apply filters, sort by any configured field, and save those configurations as custom views.
Search in the record list is name-based. It filters records by the collaborator's name. To find records by attribute values, use the filter options on the list.
Deleting a Record
To delete a collaborator record, find the record in the list, open its overflow menu, and select Delete. A confirmation dialog appears before the deletion is finalized.
Deleting a record permanently removes it along with all stored attribute values and crew associations. Crew members linked to the record are not deleted. They remain in the organization's crew database, just without the association to that record.
Permissions
Creating, updating, and deleting records requires Collaborator Database Edit access. Users with Collaborator Database Read can view records and attribute values but cannot make changes. Type and attribute configuration is separate and requires org admin access.