Integrated BIM tools, including Revit, AutoCAD, and Civil 3D
Professional CAD/CAM tools built on Inventor and AutoCAD
Any referenced datasets can be downloaded from "Module downloads" in the module overview.
Transcript
00:11
This module will cover how to navigate any Entity detail page. Entity
00:16
detail pages, or detail pages
00:18
for short, allow you to see information about a single entity record
00:22
such as a single shot or playlist.
00:25
Just like how there are global and project navigation menus,
00:28
each entity detail page will display its own page navigation menu.
00:32
Let's take a look through one of the
00:33
detail pages in the demo animation with cuts project.
00:37
From the project navigation menu,
00:39
navigate to shots. The shots page is a standard
00:42
entity list page which displays a list of records,
00:45
but we want to see an entity detail page,
00:47
which is information about only one of these records.
00:50
To see information about a single entity,
00:52
you need to select the entity you want to look at.
00:55
Let's select the first shot on the list by selecting its shot code.
00:58
We are now looking at the detail page of a shot. Let's take a look
01:02
now at how to navigate a detail page.
01:05
Entity detail pages contain much of the same information as entity list pages.
01:09
However, they focus on the details of a single entity record.
01:13
The top pane allows you to navigate between related entity records,
01:17
see key information about that entity record,
01:20
follow or unfollow that entity record, update page settings,
01:24
and refresh the page.
01:26
The bottom pane provides information about the
01:28
visual entity record and any activity on that entity.
01:31
You can also see information about any entities that
01:34
fall within that entity such as tasks and versions.
01:38
Let's start with the top pane.
01:39
When the entity is part of a hierarchy,
01:42
the linked hierarchy will be displayed at the top left of the entity detail page.
01:46
The hierarchy is determined by a site administrator.
01:49
In this shot detail page, you can see the shot and its associated sequence.
01:53
You can see select the hierarchy to navigate between similar entities.
01:57
In this example,
01:58
you can navigate between any shots in the same sequence by selecting the shot code.
02:03
By selecting the sequence code,
02:05
you can also navigate between any shots in any sequence within the same project.
02:10
Just like selecting linked entities,
02:12
the arrow buttons can be used to go to the next or previous entity record,
02:16
when there are many that fall under the same hierarchy. In this case,
02:20
selecting the forward or backward arrows will display the detail
02:23
page of the next or previous shot in the sequence.
02:26
The follow button allows you to receive notifications
02:29
about the entity record that is currently displayed.
02:32
If an entity record is already being followed,
02:34
the button will display as following.
02:36
And when you hover over the following button, it will display unfollow.
02:40
You can select unfollow to stop receiving notifications about an entity record.
02:45
From the
02:46
detail page settings menu,
02:47
you can control a number of customizations and page settings. From design page,
02:52
you can customize all aspects of a page including but not limited to the page name,
02:57
who can see the page adding, deleting rearranging and renaming page views,
03:02
customizing the layout and formatting of each
03:04
page view including adding, deleting, rearranging,
03:08
renaming, and resizing fields, and adding formatting.
03:12
Use revert page to revert a page to its last saved version.
03:16
Use save page to maintain any changes that have been made.
03:19
Use save page as to save a copy of the page.
03:23
Use as another user option allows you to see
03:25
what other users see when accessing a page.
03:28
By default, this functionality is available only to admins.
03:32
Choose add to navigation to add the current page to the project navigation menu.
03:37
Select rename page to rename a page.
03:40
View page stats to see the history of changes on the page,
03:43
how many times different users have access to page,
03:46
and how many times the page has been accessed each month.
03:49
View page settings history to look more specifically
03:51
at a history of changes to a page
03:53
and to restore an older version of that page. By default,
03:57
this functionality is available only to admins.
03:60
Global default layout allows you to revert the entire layout of a page back to
04:04
global default or save the layout of the current page as the new global default.
04:09
The last item in the page settings menu is delete page,
04:13
which allows you to send a page to the trash.
04:15
If another user has added data to Flow Production Tracking,
04:19
users can use the refresh button to see the latest updates reflected on the screen.
04:24
The down arrow is the entity action menu.
04:26
Different actions can be performed from different entity detail pages.
04:31
There are no actions set up from this demo project,
04:33
so I'll show you an example from another project. Here I am on a playlist detail page.
04:39
The action menu provides several different actions that I can
04:41
take to review the versions that are in this playlist.
04:45
Going back to our demo project,
04:47
if there is media related to an entity,
04:49
the thumbnail will be visible in the top left of the entity detail page.
04:54
By default,
04:55
the thumbnail will act as a shortcut to the overlay player,
04:58
which will play the latest media published related to that entity.
05:06
To the right of an entity thumbnail,
05:07
important fields about an entity can be displayed.
05:10
Fields can be toggled on and off.
05:13
Here, we can see the shot code, sequence status, and tags connected to this shot.
05:18
But we aren't limited to having only those four fields on display.
05:21
Any number of entity fields can be displayed.
05:24
Fields added to an entity detail page will be added to all
05:28
the detail pages of the same entity within the same project.
05:32
So if I add a field like the project field and jump to the next shot,
05:36
the project field will also display here.
05:44
That covers the top pane. Let's move on to the bottom pane.
05:48
The bottom pane provides information about the individual entity,
05:52
activity on that entity, and information about any entities that fall within
05:56
that entity record such as tasks and versions on a shot.
05:60
You can switch between entities using the various tabs.
06:04
You can customize the order, name, and type of tabs that are displayed.
06:13
The activity tab allows you to see all events related
06:16
to this entity record, like new versions and status changes.
06:20
The entity info tab shows you all the information related to this entity record.
06:24
It's all the same fields that can be displayed in the top pane,
06:28
which entity tabs are displayed can be customized by anyone
06:31
with the appropriate permission level from the page settings
06:34
menu.
06:35
Available entity tabs will reflect the project schema.
06:46
Next, let's talk about views.
06:48
The bottom pane of the detail page has two main views, thumbnail and list.
06:53
The thumbnail view allows you to see entity
06:55
records as cards with thumbnails and fields.
06:59
The list view allows you to see entity records in a list.
07:03
The available views within each tab will depend on the entities being displayed.
07:07
For example, a versions
07:09
tab can be displayed in thumbnail and list view.
07:12
However, a notes tab can only be displayed in list view.
07:15
Other tabs like the activity and entity info
07:18
tabs have default views that cannot be changed.
07:21
If you open these tabs, you'll see that there are no menu options.
07:26
The add entity button allows users to quickly create or import entity records.
07:31
Users can quickly identify which types of entity page they are
07:34
looking at by looking at the entity listed on the button.
07:38
Here you are looking at a shots detail page,
07:40
but the tab you're looking at is a task list page.
07:43
So the entity records you can create will be tasks and this will
07:47
be reflected in the add entity button, which will display add task.
07:51
The same thing will happen if we switch tabs.
07:54
When we select the note tab, we can add notes.
07:57
When we select the versions tab, we can add versions.
08:03
Users can sort data with a single click. Click on the column header of any field,
08:08
while enlist view to sort the rows by that column, or use
08:12
the sort button to select which field to sort onscreen data by.
08:17
Grouping puts a large amount of data into manageable chunks.
08:20
Groups can be expanded and collapsed.
08:23
Use the group button to select which field to group on screen data by.
08:28
From fields, users can manage which entity fields are displayed on a page or not.
08:33
This can be done either by selecting the fields to hide or display on the page,
08:38
or by selecting configure columns and selecting the fields to hide or display.
08:42
Fields can also be added by clicking on the insert column button on the
08:46
right hand side of the column headers and choosing the field from the list.
08:52
To remove a field, right-click over the field header and select hide column.
08:57
From the more menu users can edit several entity records at once,
09:02
import entity records, export page data to excel as a CSV file,
09:07
follow or unfollow entity records,
09:10
find formatting options,
09:12
turn on page summaries,
09:14
send entity records to the trash,
09:17
and launch a variety of actions and apps depending on the type of entity page.
09:22
Depending on the entity, the entity page menu may display the following menu items.
09:28
Pipeline allows users to bring in fields related to specific pipeline steps.
09:33
This way users can see information about many
09:36
entities and many tasks within those entities
09:39
at the same time.
09:40
This option is only available on entity pages where that entity has tasks enabled.
09:46
Launch review
09:47
notes app will allow a selected playlist to be launched within the review notes app.
09:51
This option is only available on a playlist entity page.
09:56
Activate user and disable user options allow users to select one or
10:00
several users at once and either activate or disable their user profiles.
10:05
This option is only available on people and client user entity pages.
10:10
The latest Checkbox will display only the latest versions of any
10:14
entity with versions and is visible only on a versions entity page.
10:19
Within Flow Production Tracking tasks can be displayed
10:22
in a list and a Gantt chart simultaneously.
10:25
A Gantt chart displays a project schedule through a series of horizontal
10:28
bars spread out over time, with each bar reflecting the start date,
10:32
due date, and duration of a planned task.
10:35
When the Gantt chart is displayed on a tasks
10:38
entity page, Gantt display options will become visible.
10:42
Quick search allows users to search their
10:44
information contained within that specific entity page.
10:48
The filter panel is where users can filter results on a page.
10:51
Filters allow a set of records to quickly narrow down large lists of information.
Video transcript
00:11
This module will cover how to navigate any Entity detail page. Entity
00:16
detail pages, or detail pages
00:18
for short, allow you to see information about a single entity record
00:22
such as a single shot or playlist.
00:25
Just like how there are global and project navigation menus,
00:28
each entity detail page will display its own page navigation menu.
00:32
Let's take a look through one of the
00:33
detail pages in the demo animation with cuts project.
00:37
From the project navigation menu,
00:39
navigate to shots. The shots page is a standard
00:42
entity list page which displays a list of records,
00:45
but we want to see an entity detail page,
00:47
which is information about only one of these records.
00:50
To see information about a single entity,
00:52
you need to select the entity you want to look at.
00:55
Let's select the first shot on the list by selecting its shot code.
00:58
We are now looking at the detail page of a shot. Let's take a look
01:02
now at how to navigate a detail page.
01:05
Entity detail pages contain much of the same information as entity list pages.
01:09
However, they focus on the details of a single entity record.
01:13
The top pane allows you to navigate between related entity records,
01:17
see key information about that entity record,
01:20
follow or unfollow that entity record, update page settings,
01:24
and refresh the page.
01:26
The bottom pane provides information about the
01:28
visual entity record and any activity on that entity.
01:31
You can also see information about any entities that
01:34
fall within that entity such as tasks and versions.
01:38
Let's start with the top pane.
01:39
When the entity is part of a hierarchy,
01:42
the linked hierarchy will be displayed at the top left of the entity detail page.
01:46
The hierarchy is determined by a site administrator.
01:49
In this shot detail page, you can see the shot and its associated sequence.
01:53
You can see select the hierarchy to navigate between similar entities.
01:57
In this example,
01:58
you can navigate between any shots in the same sequence by selecting the shot code.
02:03
By selecting the sequence code,
02:05
you can also navigate between any shots in any sequence within the same project.
02:10
Just like selecting linked entities,
02:12
the arrow buttons can be used to go to the next or previous entity record,
02:16
when there are many that fall under the same hierarchy. In this case,
02:20
selecting the forward or backward arrows will display the detail
02:23
page of the next or previous shot in the sequence.
02:26
The follow button allows you to receive notifications
02:29
about the entity record that is currently displayed.
02:32
If an entity record is already being followed,
02:34
the button will display as following.
02:36
And when you hover over the following button, it will display unfollow.
02:40
You can select unfollow to stop receiving notifications about an entity record.
02:45
From the
02:46
detail page settings menu,
02:47
you can control a number of customizations and page settings. From design page,
02:52
you can customize all aspects of a page including but not limited to the page name,
02:57
who can see the page adding, deleting rearranging and renaming page views,
03:02
customizing the layout and formatting of each
03:04
page view including adding, deleting, rearranging,
03:08
renaming, and resizing fields, and adding formatting.
03:12
Use revert page to revert a page to its last saved version.
03:16
Use save page to maintain any changes that have been made.
03:19
Use save page as to save a copy of the page.
03:23
Use as another user option allows you to see
03:25
what other users see when accessing a page.
03:28
By default, this functionality is available only to admins.
03:32
Choose add to navigation to add the current page to the project navigation menu.
03:37
Select rename page to rename a page.
03:40
View page stats to see the history of changes on the page,
03:43
how many times different users have access to page,
03:46
and how many times the page has been accessed each month.
03:49
View page settings history to look more specifically
03:51
at a history of changes to a page
03:53
and to restore an older version of that page. By default,
03:57
this functionality is available only to admins.
03:60
Global default layout allows you to revert the entire layout of a page back to
04:04
global default or save the layout of the current page as the new global default.
04:09
The last item in the page settings menu is delete page,
04:13
which allows you to send a page to the trash.
04:15
If another user has added data to Flow Production Tracking,
04:19
users can use the refresh button to see the latest updates reflected on the screen.
04:24
The down arrow is the entity action menu.
04:26
Different actions can be performed from different entity detail pages.
04:31
There are no actions set up from this demo project,
04:33
so I'll show you an example from another project. Here I am on a playlist detail page.
04:39
The action menu provides several different actions that I can
04:41
take to review the versions that are in this playlist.
04:45
Going back to our demo project,
04:47
if there is media related to an entity,
04:49
the thumbnail will be visible in the top left of the entity detail page.
04:54
By default,
04:55
the thumbnail will act as a shortcut to the overlay player,
04:58
which will play the latest media published related to that entity.
05:06
To the right of an entity thumbnail,
05:07
important fields about an entity can be displayed.
05:10
Fields can be toggled on and off.
05:13
Here, we can see the shot code, sequence status, and tags connected to this shot.
05:18
But we aren't limited to having only those four fields on display.
05:21
Any number of entity fields can be displayed.
05:24
Fields added to an entity detail page will be added to all
05:28
the detail pages of the same entity within the same project.
05:32
So if I add a field like the project field and jump to the next shot,
05:36
the project field will also display here.
05:44
That covers the top pane. Let's move on to the bottom pane.
05:48
The bottom pane provides information about the individual entity,
05:52
activity on that entity, and information about any entities that fall within
05:56
that entity record such as tasks and versions on a shot.
05:60
You can switch between entities using the various tabs.
06:04
You can customize the order, name, and type of tabs that are displayed.
06:13
The activity tab allows you to see all events related
06:16
to this entity record, like new versions and status changes.
06:20
The entity info tab shows you all the information related to this entity record.
06:24
It's all the same fields that can be displayed in the top pane,
06:28
which entity tabs are displayed can be customized by anyone
06:31
with the appropriate permission level from the page settings
06:34
menu.
06:35
Available entity tabs will reflect the project schema.
06:46
Next, let's talk about views.
06:48
The bottom pane of the detail page has two main views, thumbnail and list.
06:53
The thumbnail view allows you to see entity
06:55
records as cards with thumbnails and fields.
06:59
The list view allows you to see entity records in a list.
07:03
The available views within each tab will depend on the entities being displayed.
07:07
For example, a versions
07:09
tab can be displayed in thumbnail and list view.
07:12
However, a notes tab can only be displayed in list view.
07:15
Other tabs like the activity and entity info
07:18
tabs have default views that cannot be changed.
07:21
If you open these tabs, you'll see that there are no menu options.
07:26
The add entity button allows users to quickly create or import entity records.
07:31
Users can quickly identify which types of entity page they are
07:34
looking at by looking at the entity listed on the button.
07:38
Here you are looking at a shots detail page,
07:40
but the tab you're looking at is a task list page.
07:43
So the entity records you can create will be tasks and this will
07:47
be reflected in the add entity button, which will display add task.
07:51
The same thing will happen if we switch tabs.
07:54
When we select the note tab, we can add notes.
07:57
When we select the versions tab, we can add versions.
08:03
Users can sort data with a single click. Click on the column header of any field,
08:08
while enlist view to sort the rows by that column, or use
08:12
the sort button to select which field to sort onscreen data by.
08:17
Grouping puts a large amount of data into manageable chunks.
08:20
Groups can be expanded and collapsed.
08:23
Use the group button to select which field to group on screen data by.
08:28
From fields, users can manage which entity fields are displayed on a page or not.
08:33
This can be done either by selecting the fields to hide or display on the page,
08:38
or by selecting configure columns and selecting the fields to hide or display.
08:42
Fields can also be added by clicking on the insert column button on the
08:46
right hand side of the column headers and choosing the field from the list.
08:52
To remove a field, right-click over the field header and select hide column.
08:57
From the more menu users can edit several entity records at once,
09:02
import entity records, export page data to excel as a CSV file,
09:07
follow or unfollow entity records,
09:10
find formatting options,
09:12
turn on page summaries,
09:14
send entity records to the trash,
09:17
and launch a variety of actions and apps depending on the type of entity page.
09:22
Depending on the entity, the entity page menu may display the following menu items.
09:28
Pipeline allows users to bring in fields related to specific pipeline steps.
09:33
This way users can see information about many
09:36
entities and many tasks within those entities
09:39
at the same time.
09:40
This option is only available on entity pages where that entity has tasks enabled.
09:46
Launch review
09:47
notes app will allow a selected playlist to be launched within the review notes app.
09:51
This option is only available on a playlist entity page.
09:56
Activate user and disable user options allow users to select one or
10:00
several users at once and either activate or disable their user profiles.
10:05
This option is only available on people and client user entity pages.
10:10
The latest Checkbox will display only the latest versions of any
10:14
entity with versions and is visible only on a versions entity page.
10:19
Within Flow Production Tracking tasks can be displayed
10:22
in a list and a Gantt chart simultaneously.
10:25
A Gantt chart displays a project schedule through a series of horizontal
10:28
bars spread out over time, with each bar reflecting the start date,
10:32
due date, and duration of a planned task.
10:35
When the Gantt chart is displayed on a tasks
10:38
entity page, Gantt display options will become visible.
10:42
Quick search allows users to search their
10:44
information contained within that specific entity page.
10:48
The filter panel is where users can filter results on a page.
10:51
Filters allow a set of records to quickly narrow down large lists of information.
Entity detail pages contain much of the same information as Entity list pages, however they focus on the details of a single entity record.
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 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.
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.
Users can select the hierarchy to navigate between similar entities.
In the example below, users can navigate between any shots in the same sequence.
Users can also navigate between any shots in any sequence within the same project.
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.
The Follow button allows you to receive notifications about the entity record that is currently displayed.
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.
From the Detail Page Settings menu, users can control a number of customizations and page settings.
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.
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.
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.
To the right of an entity thumbnail, important fields about an entity can be displayed.
Fields can be toggled on and off by hovering over the fields and selecting Configure fields...
To add or remove fields, users can select the checkbox of the field the want to add or remove.
Below, a user has added the Assets checkbox on the left. The Assets field now appears on the right.
Selecting Update Fields will add or remove the selected fields from the top display of the entity detail page.
Fields added to an entity detail page will be added to all the detail pages of the same entity within the same project.
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.
Switch between entities using the various Tabs. Users can customize the order, name, and type of tabs that are displayed.
The Activity tab allows you to see all events related to this entity record, like new versions and status changes.
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.
Which entities tabs are displayed can be customized by anyone with the appropriate permission level from the Page Settings menu.
Available entity tabs will reflect the project schema.
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 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.
Other tabs, like the Activity and Entity Info tabs, have default views that cannot be changed.
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.
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.
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.
From Fields, users can manage which entity fields are displayed on a page or not.
This can be done either by:
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.
From the More menu, users can:
Depending on the entity, the entity page menu may display the following menu items.
Quick search allows users to search through information contained within that specific entity page.
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.
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