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:
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Use Webflow MCP's webflow_guide_tool to get best practices before starting
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Use Webflow MCP's data_sites_tool with action list_sites to identify available sites
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Use Webflow MCP's data_sites_tool with action get_site to retrieve site details and plan limits
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Use Webflow MCP's data_cms_tool with action get_collection_list to check for naming conflicts
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Use Webflow MCP's data_cms_tool with action create_collection to create the collection
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Use Webflow MCP's data_cms_tool with action create_collection_static_field to create static fields
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Use Webflow MCP's data_cms_tool with action create_collection_option_field to create option fields
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Use Webflow MCP's data_cms_tool with action create_collection_reference_field to create reference/multi-reference fields
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Use Webflow MCP's data_cms_tool with action get_collection_details to verify collection was created correctly
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DO NOT use any other tools or methods for Webflow operations
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All tool calls must include the required context parameter (15-25 words, third-person perspective)
Instructions
Phase 1: Site Selection & Discovery
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Get site information: Use Webflow MCP's data_sites_tool with action list_sites to identify target site
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Confirm site: Ask user to select site if multiple available
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Check plan limits: Use Webflow MCP's data_sites_tool with action get_site to verify collection limits
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List existing collections: Use Webflow MCP's data_cms_tool with action get_collection_list to check for conflicts
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Validate naming: Ensure new collection name doesn't conflict with existing
Phase 2: Requirements Gathering
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Get collection details: Ask user for:
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Collection display name (e.g., "Blog Posts")
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Singular name (e.g., "Blog Post")
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Optional: Custom slug (default: auto-generated from display name)
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Get field definitions: For each field, gather:
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Field name (e.g., "Author Name", "Publish Date")
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Field type (Text, Rich Text, Image, Option, Reference, etc.)
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Required vs optional
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Any validation rules or help text
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Identify relationships: Determine if collection needs:
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Reference fields (one-to-many relationships)
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Multi-reference fields (many-to-many relationships)
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Option fields (controlled vocabulary)
Phase 3: Schema Validation & Planning
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Validate field types: Check all field types are supported
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Check field limits: Ensure within Webflow limits:
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Max fields per collection: varies by plan
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Max 5 multi-reference fields per collection
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Plan creation order: Organize fields by dependency:
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Create collections in order if references exist
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Create referenced collections first
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Create option fields before reference fields
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Generate preview: Show complete schema with all fields
Phase 4: User Approval
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Show complete preview: Display:
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Collection name and slug
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All fields with types and properties
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Any relationships to other collections
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Plan limit verification
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Validate schema: Check for common issues:
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Missing required fields (name, slug always required)
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Invalid field types
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Reference to non-existent collections
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Exceeding plan limits
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Request confirmation: Wait for explicit "create" approval
Phase 5: Collection Creation
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Create collection: Use Webflow MCP's data_cms_tool with action create_collection with:
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Display name
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Singular name
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Optional slug
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Capture collection ID: Save for field creation
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Show progress: Report collection created successfully
Phase 6: Field Creation
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Create fields in order: For each field:
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Use appropriate creation tool based on type
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Static fields: data_cms_tool with action create_collection_static_field
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Option fields: data_cms_tool with action create_collection_option_field
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Reference fields: data_cms_tool with action create_collection_reference_field
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Set field properties:
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Display name
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Required flag
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Help text (if provided)
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Validation rules (if applicable)
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Show progress: Report each field created
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Handle errors: If field creation fails, report and continue
Phase 7: Verification & Reporting
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Verify collection: Use Webflow MCP's data_cms_tool with action get_collection_details to retrieve full schema
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Confirm all fields: Check that all requested fields were created
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Generate report: Show:
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Collection ID
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Collection name and slug
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All fields created with IDs
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Any failures or warnings
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Provide next steps: Suggest:
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Use bulk-cms-update to add initial items
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Create collection pages in Designer
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Set up relationships if applicable
Field Type Reference
Static Field Types
PlainText - Short text (max 256 chars) or long text
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Use for: Titles, names, descriptions, excerpts
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Properties: maxLength validation (256 for short)
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Example: "Title", "Author Name", "Excerpt"
RichText - Formatted text with HTML
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Use for: Blog content, bios, articles, long descriptions
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Properties: No length limit
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Example: "Post Content", "Bio", "Description"
Email - Email address
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Use for: Contact emails, author emails
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Properties: Email format validation
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Example: "Contact Email", "Author Email"
Phone - Phone number
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Use for: Contact numbers
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Properties: E.164 format
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Example: "Phone Number", "Mobile"
Link - External URL or internal link
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Use for: Website links, social media, external resources
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Properties: URL validation
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Example: "Website", "LinkedIn Profile"
Number - Numeric values
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Use for: Prices, ratings, counts, order numbers
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Properties: Integer or decimal
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Example: "Price", "Rating", "Order"
Image - Single image
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Use for: Featured images, photos, thumbnails
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Properties: Max 4MB per image
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Example: "Featured Image", "Photo", "Thumbnail"
MultiImage - Multiple images (up to 25)
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Use for: Galleries, product photos
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Properties: Max 25 images, 4MB each
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Example: "Gallery", "Product Photos"
File - File upload
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Use for: PDFs, documents, downloads
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Properties: Max 4MB per file
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Example: "Resume PDF", "Brochure", "Manual"
Video - Video embed (YouTube/Vimeo)
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Use for: Video content
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Properties: Embed URL
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Example: "Tutorial Video", "Demo"
DateTime - Date and/or time
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Use for: Publish dates, event dates, deadlines
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Properties: ISO 8601 format
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Example: "Publish Date", "Event Date"
Switch - Boolean (true/false)
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Use for: Featured flags, visibility toggles
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Properties: Boolean value
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Example: "Featured", "Published", "Active"
Color - Color value
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Use for: Theme colors, accents, brand colors
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Properties: Hex format
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Example: "Brand Color", "Accent Color"
Option Field Type
Option - Single choice from predefined list
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Use for: Status, category, type, priority
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Properties: List of option names
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Example: "Status" (Draft, Review, Published)
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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)
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Use for: Author → Post, Category → Post, Brand → Product
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Properties: Collection ID of referenced collection
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Example: "Author" (reference to Authors collection)
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Creation: Use data_cms_tool with action create_collection_reference_field with collectionId
MultiReference - Link to multiple items in another collection (many-to-many)
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Use for: Post → Tags, Product → Features, Project → Technologies
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Properties: Collection ID of referenced collection
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Limit: Max 5 multi-reference fields per collection
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Example: "Tags" (reference to Tags collection)
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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:
- Company Website
- 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:
- Title - Text (required)
- Content - Rich Text (required)
- Author - Text
- 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:
- Use bulk-cms-update to add initial blog posts
- Create collection template page in Designer
- Set up collection list page for blog index
- 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:
- Brands collection
- 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:
- Brands (no dependencies)
- Tags (no dependencies)
- 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:
- Add brand items first (use bulk-cms-update)
- Add tag items (use bulk-cms-update)
- Then add products with brand/tag references
- 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:
- Add team member items
- Create team page in Designer
- 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:
- Categories - Product categories
- Brands - Product brands
- Features - Product features (e.g., "Waterproof", "Wireless")
- 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:
- Categories (self-reference OK)
- Brands (no dependencies)
- Features (no dependencies)
- 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:
- Add categories first (including parent relationships)
- Add brands
- Add features
- Finally add products (with all references)
💡 Next Steps:
- Use bulk-cms-update for initial data
- Create product template page
- Create product listing page with filters
- Set up category landing pages
- Configure e-commerce integration
Guidelines
Phase 1: Discovery Best Practices
Site Selection:
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Always use sites_list to get available sites
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Never assume site ID
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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:
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Check existing collection names
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Suggest alternative names if conflict
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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:
- Choose 5 most important relationships
- Convert some to reference fields (one-to-many)
- Create bridging collections
- Use option fields for simple categorization
Which would you prefer?
Dependency Resolution:
For reference fields:
- Check if referenced collection exists
- If not, add to creation queue
- 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:
- ✅ Collection name available
- ✅ Within plan collection limit
- ✅ All field types supported
- ✅ Multi-reference limit ≤ 5
- ✅ Referenced collections exist or queued
- ✅ No circular dependencies
- ✅ 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:
- Try a different collection name
- Check existing collections
- Upgrade plan
- Cancel operation
Phase 6: Field Creation Best Practices
Field Creation Order:
Create fields in this order:
- Static fields (Text, Rich Text, Number, etc.)
- Option fields (with options defined)
- 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:
- Call data_cms_tool with action get_collection_details with collection ID
- Verify all fields present
- Check field properties match request
- 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:
- Use bulk-cms-update to add initial items
- Create collection template page in Designer
- Create collection list page
- 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:
- 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:
-
Choose a different name
-
View existing collection
-
Add fields to existing collection
-
Cancel
-
Plan Limit Reached:
❌ Plan Limit Reached
Cannot create collection. You've reached your plan limit.
Current: 20/20 collections (CMS Plan)
Options:
- Upgrade to Business Plan (40 collections)
- Delete unused collections
- Contact Webflow support
Would you like me to show your existing collections?
- 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?
- Referenced Collection Not Found:
❌ Referenced Collection Not Found
Cannot create reference field to "Authors" collection.
Issue: "Authors" collection doesn't exist yet.
Solutions:
- Create "Authors" collection first
- Remove reference field for now
- Let me create both collections in order
Your choice? (1/2/3)
- Multi-Reference Limit Exceeded:
❌ Too Many Multi-Reference Fields
You requested 6 multi-reference fields. Webflow limit: 5 per collection
Requested:
- Tags
- Categories
- Related Products
- Features
- Certifications
- 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:
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Identify dependencies:
- Which collections reference others?
- What's the creation order?
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Create in order:
- Independent collections first
- Dependent collections after
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Show overall progress: [1/4] Creating Categories... [2/4] Creating Brands... [3/4] Creating Tags... [4/4] Creating Products...
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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
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Site selected and confirmed
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Plan limits checked
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Existing collections listed
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No naming conflicts
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User has appropriate permissions
✅ Requirements
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Display name gathered
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Singular name gathered
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All fields defined with types
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Required vs optional specified
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Relationships identified
✅ Validation
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All field types valid
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Multi-reference count ≤ 5
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Referenced collections exist or queued
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No circular dependencies
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Field names follow conventions
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Within plan limits
✅ Preview
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Complete schema shown
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All fields listed with properties
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Relationships displayed
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Validation results shown
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User confirmation obtained
✅ Creation
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Collection created successfully
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Collection ID captured
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All fields created
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Field creation errors handled
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Progress shown to user
✅ Verification
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Collection retrieved and verified
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All fields present
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Field properties correct
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Relationships configured
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Any errors reported
✅ Reporting
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Final summary provided
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Collection ID shared
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Fields listed
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Failures reported (if any)
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Next steps suggested
✅ Error Handling
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Collection conflicts handled
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Plan limits checked
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Invalid field types caught
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Missing references detected
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Partial failures reported