The object overview page serves as the central starting point for managing objects within KLEKSI. From this page, you can search for, filter, add, edit, duplicate, and organize objects into collections, lists, and procedures.

Go to Objects via the menu on the left to open the object overview.


Tabbed navigation
At the top of the page, you will find a tab bar with pages you have recently visited. This allows you to quickly switch between different objects and parts of the system.

To the right of the tabs is a settings button that allows you to customize the behavior of the tabs.

You can choose from:

• Show only the last opened tab.
• Open every visited page as a new tab.
• Pin pages as favorites so they always remain visible.

Pinned tabs remain available until you manually remove them.


Select collection
Above the overview is a dropdown menu with all the collections to which you have access.

Select a collection to view only the objects linked to this collection.

When you select another collection, the overview is automatically updated.

This makes it easy to manage large numbers of objects and quickly switch between different collections.


Add a new object
You can create a new object with the + button.


Create an object

1. Click on the + button.
2. Enter a title for the object.
3. Select one or more collections.
4. Select the desired object type.
5. Click Save.

Examples of object types are:

• Painting
• Sculpture
• Book
• Photo
• Publication
• Audiovisual object

After saving, the object is opened in the object management page.


Important: Object type cannot be changed
The selected object type determines which groups, elements, and fields are available for the object.

Because each object type has its own structure, the object type cannot be changed after creation.

If an incorrect object type was selected by mistake, the object must be recreated with the correct object type.


Advanced search and filter
Next to the + button is the advanced search function.

With this function, you can search for objects by:

• Title
• Inventory number
• Object type
• Collection
• Field values
• Selection lists
• Dates
• Relationships
• And many other criteria

For a detailed explanation, we refer you to the documentation for the Advanced Search function.


Generate dynamic lists
To the right of the search function is a button that allows you to immediately create a dynamic list from the current search results.

A dynamic list remains automatically updated. When new objects meet the set search criteria, they are automatically added to the list.

You can find more information about this in the Manage Lists documentation.


Setting up columns
With the Set Columns button, you can determine which data is visible in the overview.

You can, among other things:

• Add or remove columns.
• Adjust the order of columns.
• Change the size of thumbnails.
• Tailoring an overview to a specific object type.

This allows you to create an overview that aligns with your work.

Search history
You open the search history via the clock button.

The search history saves:

• Set filters.
• Search queries.
• Selected columns.
• Sorting settings.

This allows you to easily return to previously used overviews.


Favorite searches
Every search query can be saved as a favorite.

This is particularly useful when you regularly work with different types of collections.

Example
You manage both books and paintings.

For books, for example, you have the columns:

• Author
• Publisher
• Year of publication
• ISBN

For paintings, you use:

• Manufacturer
• Dating
• Technology
• Material

By saving both search queries as favorites, you can switch between both workspaces with a single click. Not only are the filters restored, but also the corresponding column layout.

This allows you to adapt KLEKSI to different workflows without having to change settings repeatedly.


Manage objects in the overview
In the overview, you see various action buttons behind each object.


Edit object
The first button opens the object management page of the relevant object.

Here you can manage all data, media, relationships, and settings.


More actions
Next to the edit button is a menu with additional actions.

Available options are:

• Duplicate object
• Add object to static list
• Remove object

Duplicate object
When you select Duplicate Object, a dialog box opens.

Here you can specify how many copies of the object should be created.

Then click on Clone Record to perform the duplication.

All object data is hereby transferred.


Automatic object numbers
When you use an auto-numbering field, the new objects are automatically assigned a sequential number.

Example
Original object:

• 125

New objects:

• 126
• 127
• 128

This means you do not have to manually adjust object numbers.


Manual numbering
When object numbers are managed via a regular text field, the values are copied exactly as they were in the original object.

In that case, you need to adjust the object numbers yourself.


Find new objects
Newly duplicated objects are easy to find.

If necessary, add the Created On column to the overview and sort in descending order.

The most recently created objects then appear at the top.


View recently changed objects
Do you want to see which objects have been changed recently?

Then add the Custom On column to the overview.

Then sort by this column to immediately view the most recently modified objects.

When the column is not yet visible:

• Click on Set Columns.
• Search for Customized on.
• Add the column.
• Save the settings.

Add object to a static list
You can add an object to an existing static list via the action menu.

This is useful when, for example, you:

• Preparing an exhibition.
• Makes a selection for research.
• You want to compile an export.
• want to manage temporary collections.

After selecting the list, the object is added immediately.

Remove object
When an object is no longer needed, you can remove it via the action menu.

To prevent unintended removals, KLEKSI requests confirmation before the object is permanently removed.

Always carefully check whether the object is no longer needed before performing this action.


Important
The object overview is fully customizable to your workflow. By using search filters, favorite search queries, column settings, and dynamic lists, you can quickly switch between different collections, object types, and tasks. This ensures that the management of large collections remains clear and efficient.