cms-collection-setup

安装量: 76
排名: #10240

安装

npx skills add https://github.com/webflow/webflow-skills --skill cms-collection-setup

CMS Collection Setup

Create a new CMS collection with custom fields, relationships, and proper configuration.

Important Note

ALWAYS use Webflow MCP tools for all operations:

Use Webflow MCP's webflow_guide_tool to get best practices before starting Use Webflow MCP's data_sites_tool with action list_sites to identify available sites Use Webflow MCP's data_sites_tool with action get_site to retrieve site details and plan limits Use Webflow MCP's data_cms_tool with action get_collection_list to check for naming conflicts Use Webflow MCP's data_cms_tool with action create_collection to create the collection Use Webflow MCP's data_cms_tool with action create_collection_static_field to create static fields Use Webflow MCP's data_cms_tool with action create_collection_option_field to create option fields Use Webflow MCP's data_cms_tool with action create_collection_reference_field to create reference/multi-reference fields Use Webflow MCP's data_cms_tool with action get_collection_details to verify collection was created correctly DO NOT use any other tools or methods for Webflow operations All tool calls must include the required context parameter (15-25 words, third-person perspective) Instructions Phase 1: Site Selection & Discovery Get site information: Use Webflow MCP's data_sites_tool with action list_sites to identify target site Confirm site: Ask user to select site if multiple available Check plan limits: Use Webflow MCP's data_sites_tool with action get_site to verify collection limits List existing collections: Use Webflow MCP's data_cms_tool with action get_collection_list to check for conflicts Validate naming: Ensure new collection name doesn't conflict with existing Phase 2: Requirements Gathering Get collection details: Ask user for: Collection display name (e.g., "Blog Posts") Singular name (e.g., "Blog Post") Optional: Custom slug (default: auto-generated from display name) Get field definitions: For each field, gather: Field name (e.g., "Author Name", "Publish Date") Field type (Text, Rich Text, Image, Option, Reference, etc.) Required vs optional Any validation rules or help text Identify relationships: Determine if collection needs: Reference fields (one-to-many relationships) Multi-reference fields (many-to-many relationships) Option fields (controlled vocabulary) Phase 3: Schema Validation & Planning Validate field types: Check all field types are supported Check field limits: Ensure within Webflow limits: Max fields per collection: varies by plan Max 5 multi-reference fields per collection Plan creation order: Organize fields by dependency: Create collections in order if references exist Create referenced collections first Create option fields before reference fields Generate preview: Show complete schema with all fields Phase 4: User Approval Show complete preview: Display: Collection name and slug All fields with types and properties Any relationships to other collections Plan limit verification Validate schema: Check for common issues: Missing required fields (name, slug always required) Invalid field types Reference to non-existent collections Exceeding plan limits Request confirmation: Wait for explicit "create" approval Phase 5: Collection Creation Create collection: Use Webflow MCP's data_cms_tool with action create_collection with: Display name Singular name Optional slug Capture collection ID: Save for field creation Show progress: Report collection created successfully Phase 6: Field Creation Create fields in order: For each field: Use appropriate creation tool based on type Static fields: data_cms_tool with action create_collection_static_field Option fields: data_cms_tool with action create_collection_option_field Reference fields: data_cms_tool with action create_collection_reference_field Set field properties: Display name Required flag Help text (if provided) Validation rules (if applicable) Show progress: Report each field created Handle errors: If field creation fails, report and continue Phase 7: Verification & Reporting Verify collection: Use Webflow MCP's data_cms_tool with action get_collection_details to retrieve full schema Confirm all fields: Check that all requested fields were created Generate report: Show: Collection ID Collection name and slug All fields created with IDs Any failures or warnings Provide next steps: Suggest: Use bulk-cms-update to add initial items Create collection pages in Designer Set up relationships if applicable Field Type Reference Static Field Types

PlainText - Short text (max 256 chars) or long text

Use for: Titles, names, descriptions, excerpts Properties: maxLength validation (256 for short) Example: "Title", "Author Name", "Excerpt"

RichText - Formatted text with HTML

Use for: Blog content, bios, articles, long descriptions Properties: No length limit Example: "Post Content", "Bio", "Description"

Email - Email address

Use for: Contact emails, author emails Properties: Email format validation Example: "Contact Email", "Author Email"

Phone - Phone number

Use for: Contact numbers Properties: E.164 format Example: "Phone Number", "Mobile"

Link - External URL or internal link

Use for: Website links, social media, external resources Properties: URL validation Example: "Website", "LinkedIn Profile"

Number - Numeric values

Use for: Prices, ratings, counts, order numbers Properties: Integer or decimal Example: "Price", "Rating", "Order"

Image - Single image

Use for: Featured images, photos, thumbnails Properties: Max 4MB per image Example: "Featured Image", "Photo", "Thumbnail"

MultiImage - Multiple images (up to 25)

Use for: Galleries, product photos Properties: Max 25 images, 4MB each Example: "Gallery", "Product Photos"

File - File upload

Use for: PDFs, documents, downloads Properties: Max 4MB per file Example: "Resume PDF", "Brochure", "Manual"

Video - Video embed (YouTube/Vimeo)

Use for: Video content Properties: Embed URL Example: "Tutorial Video", "Demo"

DateTime - Date and/or time

Use for: Publish dates, event dates, deadlines Properties: ISO 8601 format Example: "Publish Date", "Event Date"

Switch - Boolean (true/false)

Use for: Featured flags, visibility toggles Properties: Boolean value Example: "Featured", "Published", "Active"

Color - Color value

Use for: Theme colors, accents, brand colors Properties: Hex format Example: "Brand Color", "Accent Color" Option Field Type

Option - Single choice from predefined list

Use for: Status, category, type, priority Properties: List of option names Example: "Status" (Draft, Review, Published) Creation: Use data_cms_tool with action create_collection_option_field with options array

Example:

{ "type": "Option", "displayName": "Status", "metadata": { "options": [ {"name": "Draft"}, {"name": "In Review"}, {"name": "Published"} ] } }

Reference Field Types

Reference - Link to one item in another collection (one-to-many)

Use for: Author → Post, Category → Post, Brand → Product Properties: Collection ID of referenced collection Example: "Author" (reference to Authors collection) Creation: Use data_cms_tool with action create_collection_reference_field with collectionId

MultiReference - Link to multiple items in another collection (many-to-many)

Use for: Post → Tags, Product → Features, Project → Technologies Properties: Collection ID of referenced collection Limit: Max 5 multi-reference fields per collection Example: "Tags" (reference to Tags collection) Creation: Use data_cms_tool with action create_collection_reference_field with collectionId

Reference Field Example:

{ "type": "Reference", "displayName": "Author", "metadata": { "collectionId": "abc123..." } }

Multi-Reference Field Example:

{ "type": "MultiReference", "displayName": "Tags", "metadata": { "collectionId": "xyz789..." } }

Examples Example 1: Simple Blog Collection

User prompt:

Create a Blog Posts collection with title, content, author, and publish date

Step 1: Discovery

🔍 CMS Collection Setup

Available sites: 1. Company Website 2. Blog Site

Which site? (1/2)

Step 2: After User Selects Site

📊 Existing Collections on Company Website:

Currently: 0 collections Plan limit: 20 collections (CMS Plan)

✅ You have capacity to create new collections.


📋 Collection Requirements

Display Name: Blog Posts Singular Name: Blog Post Slug: blog-posts (auto-generated)

Fields to create: 1. Title - Text (required) 2. Content - Rich Text (required) 3. Author - Text 4. Publish Date - Date/Time (required)

Is this correct? (yes/no) If you want to add/modify fields, describe the changes.

Step 3: Preview

📋 Preview: Create "Blog Posts" Collection

Collection: ├── Display Name: Blog Posts ├── Singular Name: Blog Post ├── Slug: blog-posts └── Site: Company Website

Fields (6 total): ├── name (PlainText, required) ← Auto-created ├── slug (PlainText, required) ← Auto-created ├── title (PlainText, required) ├── content (RichText, required) ├── author (PlainText) └── publish-date (DateTime, required)

✅ Validation Passed: - Collection name available - Within plan limits (0/20 collections) - All field types valid - No dependency issues

⚠️ Type "create" to proceed.

Step 4: Creation

🔄 Creating Collection...

✅ Collection created: Blog Posts (ID: 64f1a2b3...)

Adding fields... ├── ✅ title (PlainText) ├── ✅ content (RichText) ├── ✅ author (PlainText) └── ✅ publish-date (DateTime)

Progress: ████████████████████ 100% (4/4 fields)

🎉 Collection Setup Complete!

Collection: Blog Posts ID: 64f1a2b3... Fields: 6 (2 auto-created + 4 custom)


💡 Next Steps: 1. Use bulk-cms-update to add initial blog posts 2. Create collection template page in Designer 3. Set up collection list page for blog index 4. Configure SEO settings for dynamic pages

Example 2: Collection with Relationships

User prompt:

Create a Products collection with name, price, description, images, brand, and tags

Step 1: After Initial Gathering

📋 Collection Analysis

I see you want: - Brand: This should be a reference field - Tags: This should be a multi-reference field

This requires creating additional collections first: 1. Brands collection 2. Tags collection

Then we can create Products with references to them.

Would you like me to: A) Create all three collections (Brands, Tags, Products) B) Just create Products (you'll add relationships later) C) Modify the requirements

Your choice? (A/B/C)

Step 2: After User Selects "A"

📋 Preview: Create 3 Collections


1. Brands Collection

Fields (4 total): ├── name (PlainText, required) ← Auto ├── slug (PlainText, required) ← Auto ├── logo (Image) └── description (PlainText)


2. Tags Collection

Fields (3 total): ├── name (PlainText, required) ← Auto ├── slug (PlainText, required) ← Auto └── color (Color)


3. Products Collection

Fields (9 total): ├── name (PlainText, required) ← Auto ├── slug (PlainText, required) ← Auto ├── price (Number, required) ├── description (RichText) ├── images (MultiImage) ├── brand (Reference → Brands) └── tags (MultiReference → Tags)


Creation Order: 1. Brands (no dependencies) 2. Tags (no dependencies) 3. Products (references 1 & 2)

✅ Validation: - All collections available - Within plan limits (0/20 collections) - Multi-reference limit: 1/5 ✅ - All dependencies resolvable

⚠️ Type "create" to proceed with all 3 collections.

Step 3: Creation

🔄 Creating Collections...

[1/3] Creating Brands... ✅ Brands collection created (ID: abc123...) ├── ✅ logo (Image) └── ✅ description (PlainText)

[2/3] Creating Tags... ✅ Tags collection created (ID: def456...) └── ✅ color (Color)

[3/3] Creating Products... ✅ Products collection created (ID: ghi789...) ├── ✅ price (Number) ├── ✅ description (RichText) ├── ✅ images (MultiImage) ├── ✅ brand (Reference → Brands) └── ✅ tags (MultiReference → Tags)

Progress: ████████████████████ 100% (3/3 collections)

🎉 All Collections Created!

Summary: ├── Brands (ID: abc123...) ├── Tags (ID: def456...) └── Products (ID: ghi789...)


💡 Next Steps: 1. Add brand items first (use bulk-cms-update) 2. Add tag items (use bulk-cms-update) 3. Then add products with brand/tag references 4. Create collection pages in Designer

Example 3: Team Members with Option Field

User prompt:

Create a Team Members collection with name, role (dropdown: Designer, Developer, Manager), bio, photo, email

Step 1: Preview

📋 Preview: Create "Team Members" Collection

Collection: ├── Display Name: Team Members ├── Singular Name: Team Member └── Slug: team-members

Fields (7 total): ├── name (PlainText, required) ← Auto ├── slug (PlainText, required) ← Auto ├── role (Option, required) │ Options: │ ├── Designer │ ├── Developer │ └── Manager ├── bio (RichText) ├── photo (Image) └── email (Email)

✅ Validation Passed

⚠️ Type "create" to proceed.

Step 2: Creation

🔄 Creating Collection...

✅ Collection created: Team Members (ID: jkl012...)

Adding fields... ├── ✅ role (Option: 3 options) ├── ✅ bio (RichText) ├── ✅ photo (Image) └── ✅ email (Email)

Progress: ████████████████████ 100% (4/4 fields)

🎉 Collection Setup Complete!

Collection: Team Members Fields: 6 (2 auto + 4 custom)

Field Details: - role: Option field with 3 choices • Designer • Developer • Manager


💡 Next Steps: 1. Add team member items 2. Create team page in Designer 3. Consider adding: - LinkedIn profile (Link field) - Years of experience (Number field) - Specializations (MultiReference to Skills collection)

Example 4: Complex E-commerce Setup

User prompt:

Create an e-commerce setup with Products, Categories, Brands, and Features

Step 1: Requirements Clarification

📋 E-commerce Collection Planning

I'll create 4 collections:

  1. Categories - Product categories
  2. Brands - Product brands
  3. Features - Product features (e.g., "Waterproof", "Wireless")
  4. Products - Main product catalog

Relationships: - Product → Category (Reference) - Product → Brand (Reference) - Product → Features (MultiReference)

Fields per collection:

Categories: - Name, Slug (auto) - Description - Parent Category (self-reference for hierarchy) - Icon

Brands: - Name, Slug (auto) - Logo - Description

Features: - Name, Slug (auto) - Icon - Description

Products: - Name, Slug (auto) - Price - Sale Price - Description - Images (MultiImage) - Category (Reference → Categories) - Brand (Reference → Brands) - Features (MultiReference → Features) - In Stock (Switch) - SKU (PlainText)

Is this structure good? (yes/modify/cancel)

Step 2: Preview (User says "yes")

📋 Preview: Create E-commerce Collections


Collection 1: Categories

Fields (5 total): ├── name (PlainText, required) ├── slug (PlainText, required) ├── description (PlainText) ├── parent-category (Reference → Categories) ← Self-reference └── icon (Image)


Collection 2: Brands

Fields (4 total): ├── name (PlainText, required) ├── slug (PlainText, required) ├── logo (Image) └── description (PlainText)


Collection 3: Features

Fields (4 total): ├── name (PlainText, required) ├── slug (PlainText, required) ├── icon (Image) └── description (PlainText)


Collection 4: Products

Fields (12 total): ├── name (PlainText, required) ├── slug (PlainText, required) ├── price (Number, required) ├── sale-price (Number) ├── description (RichText) ├── images (MultiImage) ├── category (Reference → Categories) ├── brand (Reference → Brands) ├── features (MultiReference → Features) ├── in-stock (Switch) └── sku (PlainText)


Creation Order: 1. Categories (self-reference OK) 2. Brands (no dependencies) 3. Features (no dependencies) 4. Products (references 1, 2, 3)

✅ Validation: - Within plan limits (0/20 collections) - Multi-reference count: 1/5 ✅ - All field types valid - Self-reference supported

⚠️ Type "create" to proceed with all 4 collections.

Step 3: Creation with Progress

🔄 Creating E-commerce Collections...

[1/4] Creating Categories... ✅ Categories created (ID: aaa111...) Progress: ████████░░░░░░░░░░░░ 25%

[2/4] Creating Brands... ✅ Brands created (ID: bbb222...) Progress: ████████████░░░░░░░░ 50%

[3/4] Creating Features... ✅ Features created (ID: ccc333...) Progress: ████████████████░░░░ 75%

[4/4] Creating Products... ✅ Products created (ID: ddd444...) Progress: ████████████████████ 100%


🎉 E-commerce Setup Complete!

Collections Created (4): ├── Categories (ID: aaa111..., 5 fields) ├── Brands (ID: bbb222..., 4 fields) ├── Features (ID: ccc333..., 4 fields) └── Products (ID: ddd444..., 12 fields)

Relationships Configured: - Products → Categories (one-to-many) - Products → Brands (one-to-many) - Products → Features (many-to-many) - Categories → Parent Category (self-reference)


💡 Recommended Content Order: 1. Add categories first (including parent relationships) 2. Add brands 3. Add features 4. Finally add products (with all references)

💡 Next Steps: 1. Use bulk-cms-update for initial data 2. Create product template page 3. Create product listing page with filters 4. Set up category landing pages 5. Configure e-commerce integration

Guidelines Phase 1: Discovery Best Practices

Site Selection:

Always use sites_list to get available sites Never assume site ID Verify user has correct site selected

Plan Limit Checking:

Check limits before creation: - Starter: 1 collection, 50 items - Basic: 2 collections, 200 items - CMS: 20 collections, 2,000 items - Business: 40 collections, 10,000 items - Enterprise: Custom

Warn user if approaching limits.

Naming Conflict Prevention:

Check existing collection names Suggest alternative names if conflict Validate slug availability Phase 2: Requirements Gathering Best Practices

Display Name vs Singular Name:

Display Name: Plural form shown in CMS Singular Name: Singular form for individual items

Examples: - Display: "Blog Posts" → Singular: "Blog Post" - Display: "Team Members" → Singular: "Team Member" - Display: "Products" → Singular: "Product" - Display: "Categories" → Singular: "Category"

Field Naming Conventions:

✅ Good names: - author-name (descriptive, hyphenated) - publish-date (clear purpose) - featured-image (specifies which) - main-content (explains use)

❌ Bad names: - text1 (meaningless) - field (too generic) - data (unclear) - img (which image?)

Detecting Relationships:

If user says: "... with author" → Likely reference field "... with tags" → Likely multi-reference field "... with category" → Likely reference field "... with related products" → Likely multi-reference field

Ask clarifying questions: - Is [author] the same across items? → Reference - Can items have multiple [tags]? → Multi-reference - Do you have a [Categories] collection? → Check existence

Phase 3: Schema Validation Best Practices

Field Type Validation:

Common field type mappings:

User says... → Field type: "title", "name" → PlainText "description", "summary" → PlainText (long) "content", "bio", "article" → RichText "photo", "image", "thumbnail" → Image "gallery", "photos" → MultiImage "document", "PDF", "file" → File "video" → Video "link", "URL", "website" → Link "email" → Email "phone", "mobile" → Phone "price", "cost", "amount" → Number "date", "published", "deadline" → DateTime "featured", "active", "published" → Switch "status", "type", "category" → Option (if fixed choices) "color", "theme" → Color

Multi-Reference Limit Check:

Count multi-reference fields requested:

If > 5: ⚠️ Warning: Collection Limit Exceeded

Webflow allows max 5 multi-reference fields per collection.

You requested: 7 multi-reference fields

Options: 1. Choose 5 most important relationships 2. Convert some to reference fields (one-to-many) 3. Create bridging collections 4. Use option fields for simple categorization

Which would you prefer?

Dependency Resolution:

For reference fields: 1. Check if referenced collection exists 2. If not, add to creation queue 3. Create in correct order

Example: Products needs: - Categories collection (create first) - Brands collection (create first) Then create Products

Phase 4: Preview Best Practices

Complete Preview Format:

📋 Preview: Create "[Collection Name]"

Collection Details: ├── Display Name: [Name] ├── Singular Name: [Singular] ├── Slug: [slug] └── Site: [Site Name]

Fields ([X] total): ├── name (PlainText, required) ← Auto-created ├── slug (PlainText, required) ← Auto-created ├── [field-1] ([Type], [required/optional]) ├── [field-2] ([Type], [required/optional]) │ [Additional info if Option or Reference] └── [field-n] ([Type], [required/optional])

Relationships: ├── [field] → [Collection] (Reference) └── [field] → [Collection] (MultiReference)

✅ Validation Results: - Collection name available: Yes - Within plan limits: X/Y collections - Multi-reference count: X/5 - All field types valid: Yes - Dependencies resolved: Yes

⚠️ Type "create" to proceed.

Validation Checks:

Before showing preview: 1. ✅ Collection name available 2. ✅ Within plan collection limit 3. ✅ All field types supported 4. ✅ Multi-reference limit ≤ 5 5. ✅ Referenced collections exist or queued 6. ✅ No circular dependencies 7. ✅ Field names follow conventions

Phase 5: Creation Best Practices

Collection Creation:

Required fields: - displayName (required) - singularName (required) - slug (optional, auto-generated if omitted)

Always include both names for clarity: ✅ {"displayName": "Blog Posts", "singularName": "Blog Post"} ❌ {"displayName": "Blog Posts"} (missing singular)

Error Handling:

If collection creation fails: ❌ Collection Creation Failed

Error: [Error message from API]

Common causes: - Collection name already exists - Invalid characters in name/slug - Plan limit reached - API authentication issue

Would you like to: 1. Try a different collection name 2. Check existing collections 3. Upgrade plan 4. Cancel operation

Phase 6: Field Creation Best Practices

Field Creation Order:

Create fields in this order: 1. Static fields (Text, Rich Text, Number, etc.) 2. Option fields (with options defined) 3. Reference fields (after referenced collections exist)

For each field: - Set displayName - Set isRequired flag - Add helpText if provided by user - Set validation rules if applicable

Field Creation Tools:

Field Type → Tool to use:

PlainText, RichText, Email, Phone, Link, Number, Image, MultiImage, File, Video, DateTime, Switch, Color → collection_fields_create_static

Option → collection_fields_create_option (requires metadata.options array)

Reference, MultiReference → collection_fields_create_reference (requires metadata.collectionId)

Progress Reporting:

For each field created: ✅ [field-name] ([FieldType])

If field fails: ❌ [field-name] - [Error message]

Continue with remaining fields even if one fails. Report all failures at end.

Option Field Creation:

{ "type": "Option", "displayName": "Status", "isRequired": false, "metadata": { "options": [ {"name": "Draft"}, {"name": "Published"}, {"name": "Archived"} ] } }

Notes: - Options have name property - Options cannot have ID (auto-generated) - Minimum 2 options required - Maximum: unlimited

Reference Field Creation:

{ "type": "Reference", "displayName": "Author", "isRequired": true, "metadata": { "collectionId": "abc123..." } }

For MultiReference: { "type": "MultiReference", "displayName": "Tags", "metadata": { "collectionId": "def456..." } }

Notes: - Must provide collectionId of referenced collection - Referenced collection must already exist - Max 5 MultiReference fields per collection

Phase 7: Verification Best Practices

Post-Creation Verification:

After creating collection and fields: 1. Call data_cms_tool with action get_collection_details with collection ID 2. Verify all fields present 3. Check field properties match request 4. Confirm relationships configured correctly

Final Report Format:

🎉 Collection Setup Complete!

Collection: [Name] ID: [collection-id] Slug: [slug]

Fields Created ([X]): ├── name (PlainText, required) ← Auto ├── slug (PlainText, required) ← Auto ├── [field-1] ([Type]) ├── [field-2] ([Type]) └── [field-n] ([Type])

[If relationships exist] Relationships: ├── [field] → [Collection] └── [field] → [Collection]

[If any failures] ⚠️ Failed Fields ([Y]): ├── [field]: [error] └── [field]: [error]


💡 Next Steps: [Relevant suggestions based on collection type]

Next Steps Suggestions:

For any collection: 1. Use bulk-cms-update to add initial items 2. Create collection template page in Designer 3. Create collection list page 4. Configure SEO settings

For collections with relationships: 5. Create referenced collections first 6. Add items in dependency order 7. Test relationship displays

For e-commerce: 5. Set up payment integration 6. Configure inventory management 7. Create checkout flow

Phase 8: Error Handling

Common Errors:

  1. Collection Name Conflict:

❌ Collection Already Exists

A collection named "Blog Posts" already exists on this site.

Existing collection: - Name: Blog Posts - ID: xyz789... - Created: 2025-12-15

Would you like to: 1. Choose a different name 2. View existing collection 3. Add fields to existing collection 4. Cancel

  1. Plan Limit Reached:

❌ Plan Limit Reached

Cannot create collection. You've reached your plan limit.

Current: 20/20 collections (CMS Plan)

Options: 1. Upgrade to Business Plan (40 collections) 2. Delete unused collections 3. Contact Webflow support

Would you like me to show your existing collections?

  1. Invalid Field Type:

❌ Invalid Field Type

Field type "dropdown" is not supported by Webflow.

Did you mean: - "Option" - Single choice from list - "Reference" - Link to another collection - "MultiReference" - Link to multiple items

Which would you like to use?

  1. Referenced Collection Not Found:

❌ Referenced Collection Not Found

Cannot create reference field to "Authors" collection.

Issue: "Authors" collection doesn't exist yet.

Solutions: 1. Create "Authors" collection first 2. Remove reference field for now 3. Let me create both collections in order

Your choice? (1/2/3)

  1. Multi-Reference Limit Exceeded:

❌ Too Many Multi-Reference Fields

You requested 6 multi-reference fields. Webflow limit: 5 per collection

Requested: 1. Tags 2. Categories 3. Related Products 4. Features 5. Certifications 6. Compatible Products ← Exceeds limit

Choose 5 to keep, or convert one to Reference field.

Phase 9: Advanced Scenarios

Self-Referencing Collections:

Example: Categories with parent categories

Collection: Categories Fields: ├── name (PlainText, required) ├── slug (PlainText, required) ├── parent-category (Reference → Categories) └── level (Number) - 1, 2, 3 for hierarchy

Implementation: { "type": "Reference", "displayName": "Parent Category", "isRequired": false, "metadata": { "collectionId": "[same-collection-id]" } }

Note: Must create collection first, then add self-reference field

Multi-Collection Setup:

When creating multiple related collections:

  1. Identify dependencies:
  2. Which collections reference others?
  3. What's the creation order?

  4. Create in order:

  5. Independent collections first
  6. Dependent collections after

  7. Show overall progress: [1/4] Creating Categories... [2/4] Creating Brands... [3/4] Creating Tags... [4/4] Creating Products...

  8. Report collectively: All 4 collections created successfully!

Complex Option Fields:

For complex dropdowns:

User: "Create status field with Draft, In Review, Approved, Published, Archived"

Option field with 5 choices: { "type": "Option", "displayName": "Status", "isRequired": true, "metadata": { "options": [ {"name": "Draft"}, {"name": "In Review"}, {"name": "Approved"}, {"name": "Published"}, {"name": "Archived"} ] } }

Tip: Use workflow order for options

Production Checklist

Before considering collection setup complete:

✅ Discovery Site selected and confirmed Plan limits checked Existing collections listed No naming conflicts User has appropriate permissions ✅ Requirements Display name gathered Singular name gathered All fields defined with types Required vs optional specified Relationships identified ✅ Validation All field types valid Multi-reference count ≤ 5 Referenced collections exist or queued No circular dependencies Field names follow conventions Within plan limits ✅ Preview Complete schema shown All fields listed with properties Relationships displayed Validation results shown User confirmation obtained ✅ Creation Collection created successfully Collection ID captured All fields created Field creation errors handled Progress shown to user ✅ Verification Collection retrieved and verified All fields present Field properties correct Relationships configured Any errors reported ✅ Reporting Final summary provided Collection ID shared Fields listed Failures reported (if any) Next steps suggested ✅ Error Handling Collection conflicts handled Plan limits checked Invalid field types caught Missing references detected Partial failures reported

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