An introduction to Design Mode

Design mode gives you access to advanced configuration options on any page. It will allow you to do things like:

  • Rename the page
  • Tag and organize the page in a folder
  • Set permissions for who can see the page
  • Add new tabs to the page
  • Design the layout and configure widgets for canvas pages

Simple page configuration options are available without entering design mode for small changes you do often such as:

You can enter Design Mode on any page by going to the page menu and choosing Design Page.

Design page

Page configuration

The Page configuration tab gives you access to global settings for the page:

The View configuration tab allows you to control which permission groups have access to the page.

View tab

Views and tabs configuration

The views and tabs give you access to configuration options for Canvas pages. You can read more about designing and configuring Canvas pages here.

New views

Design Mode lets you add views to a page, which is useful for Pages with a series of layouts that may all be related. For example, you might create a "Dailies Page" that has one view listing all new Versions, another view with Playlists, and another view with Notes from the latests dailies review.

Views

View types

New view

View types define the layout of the tab. For list pages, here is the list of available view types and their definitions:

  • Grid View: A list of records listed in a spreadsheet layout.
  • Thumbnail View: A gallery of records viewable by thumbnails.
  • Canvas: A page of different widgets that can each display their own type of data.
  • URL: A full page view of any web page.

Entity type

Certain tab views require an entity type, which is the type of record you’ll display on the tab. For example, a grid view of Shots will create a spreadsheet view of Shots./p>

New tabs

On a detail page, Design Mode lets you add tabs to a page, which is useful to see additional information on an entity.

Tabs

Simply select “+ New Tab” when you are in Design Mode.

New tab

Give the tab a name and choose the type of entity to display. Then you can add a filter to further refine what you see. For example, if you want to show all the Shots associated with a certain Sequence, create a filter for "Sequence is current."

Filter

Customizing 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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1 Comments

  • 1
    Avatar
    Shunsuke Kamada

    Is the View Type "Two Pane" not active right now?

    It doesn't come up on the list....

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