Navigate Entity detail pages

Entity detail pages contain much of the same information as Entity list pages, however they focus on the details of a single entity record.

Entity detail pages

The top pane allows you to navigate between related entity records, see key information about that entity record, follow or unfollow the entity record, update page settings, and refresh the page.

The top pane

The bottom pane provides information about the individual entity record and any activity on that entity. You can also see information about any entities that fall within that entity, such as Tasks and Versions.

The bottom pane

Linked entities

When an entity is part of a hierarchy, the linked hierarchy will be displayed at the top left of the Entity detail page. The hierarchy is determined by a Site Admin.

Linked entities

In a Shot detail page, users can see the shot and its associated sequence.

Shot links

In a Task detail page, users can see the task and its associated shot and sequence.

Task links

In an Asset detail page, users can see the asset its associated type. In this case, the type is Character.

Asset links

Users can select the hierarchy to navigate between similar entities.

In the example below, users can navigate between any shots in the same sequence.

Navigate between shots in the same sequence

Users can also navigate between any shots in any sequence within the same project.

Navigate between shots in any sequence within the same project

Previous and next arrows

Just like selecting linked entities, the arrow buttons can be used to go to the next or previous entity record when there are many that fall under the same hierarchy.

In the example below, selecting the forward or backward arrows will display the detail page of the next or previous shot in a sequence.

Navigate between previous and next entity records

Follow

The Follow button allows you to receive notifications about the entity record that is currently displayed.

The Follow button

If an entity record is already being followed, the button will display as Following, and when you hover over the Following button, it will display Unfollow. You can select Unfollow to stop receiving notifications about an entity.

Following button Unfollow button

Detail Page Settings

From the Detail Page Settings menu, users can control a number of customizations and page settings.

Design Page: From this menu users can customize all aspects of a page, including but not limited to:
- Page Name
- Who can see the page
- Adding, deleting, rearranging, and renaming page views
- Controlling who can see each page view
- Customizing the layout and formatting of each page view, including adding, deleting, rearranging, renaming, and re-sizing fields, and adding formatting
Revert Page to its last saved iteration.
Save Page to maintain changes that have been made.
Save Page As… to save a copy of the page.
Use as Another User to see what other users see when accessing a page - by default, this functionality is available only to Admins.
Add to Navigation to add the current page to the Project navigation menu.
Rename Page.
View Page Stats to see the history of changes on the page, how many times different users have accessed a page, and how many times the page has been accessed each month.
View Page Settings History, to look more specifically at a history of changes to a page, and to Restore an older version of that page – by default, this functionality is available only to Admins.
Global Default Layout.
Delete Page to send a page to the Trash.

Delete Page Settings

Refresh

If another user has added data to Flow Production Tracking, users can use the refresh button to see the latest updates reflected on their screen.

Refresh button

Actions

Different actions can be performed from different entity detail pages.

For example, in a playlist entity detail page, as seen below, the action menu provides several review options.

Actions

Thumbnail

If there is media related to an entity, the thumbnail will be visible on the top left of the Entity detail page.

By default, the thumbnail will act as a shortcut to the Overlay Player, which will play the latest media publish related to that entity.

The Overplay Player

Fields

To the right of an entity thumbnail, important fields about an entity can be displayed.

Field about an entity

Fields can be toggled on and off by hovering over the fields and selecting Configure fields...

Configure fields

To add or remove fields, users can select the checkbox of the field the want to add or remove.

Add or remove fields

Below, a user has added the Assets checkbox on the left. The Assets field now appears on the right.

Add or remove fields

Selecting Update Fields will add or remove the selected fields from the top display of the entity detail page.

Selecting Update Fields

Fields added to an entity detail page will be added to all the detail pages of the same entity within the same project.

Tabs

The bottom pane provides information about the individual entity, activity on that entity, and information about any entities that fall within that entity record, such as Tasks and Versions on a Shot.

Bottom pane information

Switch between entities using the various Tabs. Users can customize the order, name, and type of tabs that are displayed.

Tabs options

The Activity tab allows you to see all events related to this entity record, like new versions and status changes.

The Activity tab

The Entity Info tab shows you all the information related to this entity record. This tab displays all the same fields that can also be displayed in the top pane.

The Entity Info tab

Which entities tabs are displayed can be customized by anyone with the appropriate permission level from the Page Settings menu.

Customized which entities tabs are displayed, from the Page Settings menu

Available entity tabs will reflect the project schema.

Entity tabs will reflect the project schema

Views (Layout)

Thumbnail view

The Thumbnail view allows users to display many entity records as cards, with thumbnails and fields.

List view

The List view allows users to many entity records in a list.

The List view

The available views within each tab will depend on the entities being displayed. For example, a Versions tab can be displayed in Thumbnail and List View, however a Notes tab can only be displayed in List view.

A Notes tab

Other tabs, like the Activity and Entity Info tabs, have default views that cannot be changed.

The Activity tab

Add entity

The Add Entity button allows users to quickly create or import entity records.

Users can quickly identify which type of entity page they are at by looking at by the entity listed on the button.

The Add Entity button

Sort

Users can organize data with a single click. Click on the column header for any field while in List View to sort the rows by that column or use the Sort button to select which field to sort on-screen data by.

The Sort button

Group

Grouping puts a large amount of data into manageable chunks. Groups can be expanded and collapsed. Use the Group button to select which field to group on-screen data by.

The Group button

Fields

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

This can be done either by:

Selecting the field(s) to hide or display on the page
By selecting Configure Columns… and selecting the field(s) to hide or display on the page

Fields can also be added by clicking on the Insert Column button, on the right side of the column headers, and choosing the field from the list. To remove a field, right-click over the field header and select Hide Column.

Admins can use the Manage [Entity] Fields option to hide fields they do not want accessible to any users on a page, delete fields, and add new fields.

Fields

More

From the More menu, users can:

Edit several entity records at once.
Import entity records.
Export page data to Excel as a CSV file.
Follow or unfollow entity records.
Find formatting options.
Turn on Page (Column) Summaries.
Send entity records to the Trash.
Launch a variety of actions and apps, depending on the type of entity page.

The More menu

Additional page menu items

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

Pipeline allows users to bring in fields related to specific pipeline steps. This way, users can see information about many entities and many Tasks within those entities at the same time. This option is only available on entity pages where that entity has tasks enabled (Ex: Assets, Sequences, Shots, Levels, Episodes, etc.).

Pipeline menu item

Launch Review Notes App will allow a selected playlist to be launched within the Review Notes App. This option is only available on a Playlist entity page.

Launch Review Notes App

Activate User and Disable User options allow users to select one or several users at once and either Activate or Disable their user profiles. This option is only available on People and Client User entity pages.

Activate User and Disable User options

The Latest checkbox will display only the latest versions of any entity with versions and is visible only on a Versions entity page.

The Latest checkbox

Within Flow Production Tracking, tasks can be displayed in a list and a Gantt chart simultaneously. A Gantt chart displays a project schedule through a series of horizontal bars spread out over time, with each bar reflecting the start date, due date, and duration of a planned task. When the Gantt chart is displayed on a Tasks entity page, Gantt Display options will become visible.

Gantt Display options

Search

Quick search allows users to search through information contained within that specific entity page.

Filter

The Filter panel is where users can filter results on a page. Filters allow a set of records to quickly narrow down large lists of information.

The Filter panel

Organize data on an Entity page - Quiz