Navigate Entity list pages

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This module will cover how to navigate any entity list page.

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Entity list pages, or list pages,

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for short, allow you to see a list of entity records such as a list of assets or tasks.

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Just like how there are global and project navigation menus,

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each entity list page will display its own page. Navigation menu.

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Let's take a look through one of the list pages

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in the demo animation project. From the project navigation menu,

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navigate to Other and down to Versions.

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The versions page in this demo project is a

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perfect example of a standard entity list page.

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Let's take a look through the list page navigation.

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Page name will always be displayed on the top left hand corner of the page.

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The star directly to the right of the page name allows users to mark

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a page as a favorite which will add the page to the favorites

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drop down

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in both the global and project page navigation menus.

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Entity list pages can be viewed in three main ways: detail, thumbnail, or list view.

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The detail view allows users to take advantage

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of entity list and entity detail pages

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at the same time.

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Users can see information about a single entity record,

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such as a single shot in the right hand

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pane, while able to select which entities to view the details of in the left hand pane.

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The thumbnail view presents entity records as a gallery of viewable thumbnails.

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The list view is the main view of most entity list pages,

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allowing users to see information about a list of entity records.

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Additional views are displayed to the top right of the page navigation menu.

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Pages can display many different views.

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For example,

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users might create a page for daily review views that has several views to display.

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View one can show all versions for review, view two can show playlists

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the versions for review are in,

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and view three can show notes from the latest review.

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Pages can have as many views as users want to create. From the page settings

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menu, users can control a number of customizations

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and page settings. From the design page

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menu,

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users can customize all aspects of a page including but not

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limited to page name, who can see the page, adding,

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deleting, rearranging, and renaming page views, controlling who can see each page,

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customizing the layout and formatting of

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each page including adding deleting rearranging,

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renaming and resizing fields, and adding formatting.

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Analyze page performance to see if anything is slowing down a page.

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Revert page to its last saved iteration.

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Save page to maintain changes that have been made.

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Save page as to save a copy of the page.

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Use as another user to see what other users can see when accessing a page. By default,

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this functionality is available only to admins.

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Set as my homepage to use the current page as the user's home page.

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Rename page. View page stats to see the history of page changes.

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How many times different users have accessed a page and

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how many times the page has been accessed each month.

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View page settings history to look more specifically at history of changes to a page,

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and to restore an older version of the page. By default,

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this functionality is also only available to admins.

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And delete page to send a page to the trash.

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If another user has added data to a Flow Production Tracking site,

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users can use the refresh button to see

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the latest updates reflected on their screen.

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The add entity button allows users to quickly create or import entities.

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Users can quickly identify which type of entity page they

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are looking at by the entity listed on the button.

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Since we're on a version entity page, the add entity button displays as add version.

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If we were on a shot or task entity page,

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the add entity button would display as add shot or add task.

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Users can sort data with a single click. Click on the column header of any field,

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while in list view, to sort the rows by that column, or use

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the sort button to select which field to sort on screen data by.

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Grouping puts a large amount of data into manageable chunks.

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Groups can be expanded and collapsed.

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Use the group button to select which fields to group on screen data by.

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To expand or collapse all groups at once,

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hold alt or command before left clicking the arrow.

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To ungroup, use the group button and select

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ungroup.

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From fields, users can manage which entity fields are displayed on a page or not.

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This can be done either by selecting the fields to hide

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or display on the page or by selecting configure columns and

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selecting the fields to hide or display. Fields can also be

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added by clicking on the insert column button on the right-hand

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side of the column headers

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and choosing the field from the list.

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To remove a field, right-click over the field header and select hide column.

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Admins can use the manage entity fields option to hide fields

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they do not want accessible to any users on a page, delete fields, and add new fields.

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From the more menu, users can edit several entity records at once,

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import entity records,

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export page data to excel as a CSV file, follow or unfollow entity records,

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find formatting options,

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turn on page summaries,

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send entity records to the trash,

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and launch

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a variety of actions and apps depending on the type of entity page.

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Depending on the entity, the entity page menu may display the following menu items.

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Pipeline allows users to bring in fields related to specific pipeline steps.

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This way,

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users can see information about many entities

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and many tasks within those entities

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at the same time.

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This option is only available on entity pages where that

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entity has tasks enabled, such as assets or shots.

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Launch review notes app will allow a selected playlist

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to be launched within the review notes app.

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This option is only available on a playlist entity page.

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Activate user and disable user options allow users to select select one or

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several users at once and either activate or disable their user profiles.

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This option is only available on people and client user entity pages.

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The latest checkbox will display only the latest versions of any

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entity with versions and is visible only on a versions entity page.

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Within Flow Production Tracking tasks can be displayed

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in a list and a Gantt chart simultaneously.

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A Gantt chart displays a project schedule through

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a series of horizontal bars spread out over

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time, with each bar reflecting the start date, due date, and duration of a plan task.

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When the

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Gantt chart is displayed on a tasks, entity page, Gantt

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display options will become visible.

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Quick search allows users to search through

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information contained within that specific entity page.

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The filter panel is where users can filter results on a page.

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Filters allow a set of records to quickly narrow down large lists of information.