How do I customize my detail pages?

You can use design mode to customize a detail page, and tailor it to only display the information you need. As an example, here is an Asset detail page that has been designed to display the following information:

  • Activity
  • Asset Info
  • Tasks
  • Versions
Note: The Activity and Asset Info tabs are common to all detail pages, and cannot be added or removed.

Detail page

Let’s say you want to show all the Notes linked to this Asset. To customize your detail page and add a Notes tab, go to Detail Page Settings > Design Page. Select “+ New Tab.”

New tab

Choose the Notes entity as the Type and name the tab “Notes.”

Create tab

The Notes tab will appear on your page.

Notes tab

If you would like to remove a tab, select “Delete Tab” from the tab’s dropdown menu.

Delete tab

Remember to save the page when you are done.

Pro tip: Before saving the page, be sure to check if a saved filter is in place, and that it is correctly filtering for the right records. If an association exists between the entity you’re displaying in the tab, and the entity’s detail page you’re editing, Shotgun will try to create one for you automatically. In this Notes example you can see it automatically created a ‘Links includes Current Note’ as a condition.
Page filter
This will ensure that only Notes linked to this Asset are displayed in this tab.
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