(DOCSP-10774): Updating out of date instructions for Compass indexes

Author: jeff-allen-mongo

source/includes/driver-examples/driver-example-indexes-1.rst

@@ -32,62 +32,9 @@
                the collection must contain documents.
 
          To create an index in
-         :ref:`MongoDB Compass <compass-index>`, complete the following
-         steps:
+         :ref:`MongoDB Compass <compass-index>`:
 
-         1. Navigate to the collection for which you wish to create
-            the index:
-
-            a. In the left-hand MongoDB Compass navigation pane, click
-               the database to which your target collection belongs.
-
-            b. From the database view, click the target collection name.
-
-         #. Click the :guilabel:`Indexes` tab:
-
-            .. figure:: /images/compass-index-tab.png
-               :alt: Compass index tab
-
-            .. raw:: html
-
-               <br>
-
-         #. Click the :guilabel:`Create Index` button:
-
-            .. figure:: /images/compass-create-index-button.png
-               :alt: Compass index button
-
-            .. raw:: html
-
-               <br>
-
-            The following dialog appears:
-
-            .. figure:: /images/compass-index-dialog.png
-               :scale: 60 %
-               :alt: Compass index dialog
-
-         #. (Optional) Enter the index name.
-
-            Leaving this field blank causes |compass| to create a
-            default name for the index.
-
-         #. Add fields to the index.
-
-            Use the :guilabel:`Configure the index definition` section
-            of the dialog to define the fields for your index and
-            their respective types. To create an index on multiple
-            fields, click :guilabel:`Add another field`.
-
-         #. (Optional) Specify the index options.
-
-            The following index options can be specified:
-
-            - Create a :ref:`unique index <unique-index>`
-            - Create :ref:`TTL <ttl-index>`
-            - Partial :ref:`filter expression <partial-index>`
-
-         #. Click :guilabel:`Create` to create the index.
+         .. include:: /includes/steps/create-index-compass.rst
 
      - id: python
        content: |

source/includes/driver-examples/driver-example-indexes-2.rst

@@ -8,13 +8,17 @@
      - id: compass
        content: |
 
-         .. important::
-
-            |compass| does not support collation for indexes.
+         .. note::
 
             The following examples illustrate indexes and collation in
             the :doc:`Mongo Shell </mongo/>`.
 
+            Refer to the
+            :hardlink:`MongoDB Compass Documentation
+            </compass/current/indexes/>` for instructions on using
+            custom collation with indexes in Compass.
+
+
      - id: python
        content: |
          .. include:: /includes/fact-collation-driver.rst

source/includes/steps-create-index-compass.yaml

@@ -0,0 +1,103 @@
+title: Navigate to the collection for which you wish to create the index.
+level: 4
+ref: navigate-to-collection
+content: |
+   
+    a. In the left-hand MongoDB Compass navigation pane, click the
+       database that contains your desired collection.
+    
+    #. From the database view, click the target collection name.
+---
+title: Click the :guilabel:`Create Index` button.
+level: 4
+ref: create-collection
+content: |
+    From the :ref:`Indexes <collection-tab>` tab, click the
+    :guilabel:`Create Index` button to bring up the
+    :guilabel:`Create Index` dialog.
+---
+title: Optional. Enter the index name.
+level: 4
+ref: enter-index-name
+content: |
+   In the dialog, enter the name of the index to create, or leave blank
+   to have MongoDB create a default name for the index.
+---
+title: Add fields to index.
+level: 4
+ref: index-fields
+content: |
+   To specify a key for the index, select the field and the index type.
+   To index additional fields, click :guilabel:`Add Another Field`.
+---
+title: Optional. Specify the index options.
+level: 4
+ref: index-options
+content: |
+
+   Compass supports the following index options:
+
+   .. list-table::
+      :header-rows: 1
+      :widths: 40 60 20
+
+      * - Option
+        - Description
+        - More Information
+
+      * - Build index in the background
+
+        - If checked, ensure that the MongoDB deployment remains
+          available during the index build operation.
+
+        - :manual:`Background Construction </core/index-creation/index.html#background-construction>`
+
+      * - Create unique index
+
+        - If checked, ensure that the indexed fields do not
+          store duplicate values.
+
+        - :manual:`Unique Indexes </core/index-unique>`
+
+      * - Create :abbr:`TTL (Time to Live)`
+
+        - If checked, automatically delete documents after a
+          specified number of seconds since the indexed field value.
+
+        - :manual:`TTL Indexes </core/index-ttl>`
+
+      * - Partial filter expression
+      
+        - If checked, only index documents which match the specified
+          filter expression.
+
+          .. example::
+
+             The following partial filter expression only indexes
+             documents where the ``timezone`` field exists:
+
+             .. code-block:: js
+
+                { "timezone": { "$exists": true } } 
+      
+        - :manual:`Partial Indexes </core/index-partial/>`
+
+      * - Use custom collation
+
+        - If checked, create a custom collation for the index
+          using the options provided in Compass.
+
+        - :manual:`Collation Document </reference/collation/#collation-document>`
+
+      * - Wildcard projection (*New in MongoDB 4.2*)
+        
+        - If checked, support unknown or arbitrary fields
+          which match the specified projection in the index.
+
+        - :manual-next:`Wildcard Indexes </core/index-wildcard/>`
+---
+title: Click :guilabel:`Create` to create the index.
+level: 4
+ref: create-index-button
+content: ""
+...