Global defaults offer the most granular customization options. You can choose to change either the List view, Detail page, or Form layout for each Entity.
Any changes you make will be made outside of a template or project, which means these newly configured layouts will be used every time a person creates a new page or tab for that entity type.
For example, say you modify a page that would work great as a default. You can update the global defaults on any page and turn that page into a default. Under the page menu, select “Global Default Layout > Save As Global Default.”
Note that you can also revert any page back to the Global Default.
Once you save a global default, you can apply the new settings to any existing page. By saving new global defaults, you can customize a project, which you can then turn into a template.
Using the entity Asset as an example, here is a description of each of the three pages: List, Detail, and Form. Note that you can format how cells or rows appear on pages.
The Asset List is a page that lists Asset records.
Step 1: Customize the Asset List page layout
The example below shows a modified page with additional fields: Description, Levels Characters, and Tags.
Available customizations include:
- Adding view modes (Grid, Thumbnail, Canvas, URL)
- Repositioning columns, adding columns, and setting column widths
- Renaming columns, setting column header height to double-tall, and coloring column headers
- Setting sort order, grouping, and filters, etc.
- Applying page summaries
Notes on customizing:
- All page mode layout changes are saved together, so you can customize and save changes to the List, Detail, Thumbnail, and additional views all at once, even if the List view is the one currently active.
- Any page formatting, such as background colors and font-styling, that you apply here will carry over into all pages which use this default layout.
Step 2: Save your layout
To save the changes made to the List page, select “Save View As Global Default” under the Default tab.
Note: This does not update the layout of existing Asset Pages automatically, though you can update any existing Asset page in the page icon menu by selecting "Global Default Layout > Revert to Global Default."
To undo all your changes and go back to the previously saved default, before you've saved the page, choose “Revert Page To Global Default.”
Step 3: Use the default layout
Create a new Assets page to see how the default layout is applied.
The Asset List default layout is also applied to new Asset Tabs
New tabs show up with the global default layout. You can customize the layout in the tab and save the layout for the entire page.
As an example, add a new Asset tab on a Shot detail page. On this Shot page, enter Design Mode and click "New Tab". Select "Asset" as the type and then create.
The Asset Detail page shows a full-page view of a single Asset.
Step 1: Customizing Detail page layouts
Go to an Asset Detail page. You can modify all the widgets and tabs on the page. When you're done, click 'Save Page As Global Default'.
Step 2: Applying Detail page default layouts
To apply an Asset Detail default layout to a page, go to an Asset detail page, click on the page icon in the top right of the page, then choose Global Default Layout > Revert Page To Global Default.
The Asset Form is the page view to create new Assets.
Note: Some entity types have the Form page disabled, such as Event Log, simply because these entities are never created in the UI.
Step 1: Customizing Form layouts
To customize the Asset Form, navigate to either Default Layouts > Asset > Asset Form under your profile picture, or create a new Asset on the Asset page (as shown below). Then click the gear menu on the form, then choose ‘Configure layout...’. Add fields, and set the properties on each field, such as display order and fields that are required for creation.
When you're done, click “Apply” and then select the “Save Form as Global Default” link on the form. This layout will be used everywhere in the system for creating new Assets (unless you choose “Save Form,” in which case the form will only apply to your current project).
Step 2: Applying Form layouts
The Asset Form global default layout is automatic and is applied as soon as you save the form’s layout.