Make and configure Pages

Pages are layouts that allow you to view data in Shotgun. You only need one centralized copy of the data, but you can create as many custom views of that data as you need. This means you do not need to duplicate data into multiple spreadsheets to look at it in different ways.

There are different types of Pages:

  1. List pages. Use list pages to see lots of records, such as a list of Shots.
  2. Detail pages. Use detail pages to see information about a single record, such as one Shot. The top pane of the page displays the thumbnail and some key fields, and the bottom pane has tabs you can toggle to see more record-specific information. The left-most tab in the bottom pane displays an activity stream of all the latest updates on that record. The other tabs can be configured by a project Admin by designing the page via the Page icon’s “Design Mode” option.
  3. Canvas pages. Use canvas pages to arrange several widgets that show different information on a single canvas page. They’re designed to be very flexible.
  4. Home page. The Home page is the first page that people see after logging in. Everyone sees the same page layout, but you can customize the information it displays using filters.
  5. Project navigation pages. Access key pages relevant to your project from the Project Navigation bar in a Project, such as pages for Shots, Assets, Schedule, etc. Everyone (Artists, Supervisors, Managers, etc.) sees these pages, and they're typically meant to be entry points into your information, so it's best to keep their design simple and easy to navigate. With the right permissions, you can edit and save the layouts of these pages and choose which pages appear in this navigation bar.
  6. Custom pages. Create and customize your own custom page layouts and save them as either a project-specific or global page. Project pages are saved into the project’s page hierarchy and display records that are associated to the project only. Global pages are saved outside of the project’s page hierarchy and can display records across projects. To access additional page features, you can enter into Design Mode by clicking on the Page icon in the toolbar and selecting “Design Page.” Here you can place the page into one or more nested folders, control whether your global pages are shared with others, and add new alternate views.

Working with Pages

When viewing a page, you can edit the page layout and filter the results as needed to see the data you want. Here’s a list of common page features you should have access to on most pages:

  • Toggle which viewing mode you’re in (e.g. Detail View, Thumbnail View, or List View)
  • Edit which fields (columns) are visible on the page
  • Filter records using the Filter Panel
  • Sort and Group records on the page
  • Adjust paging results (e.g., 25 per page, 50 per page, etc.)
  • Adjust formatting options (word wrap, header color, cell color, rename headers, etc.)
  • Adjust conditional row and column formatting options
  • Show page (column) summaries
Note: If you make any changes to a page, you'll see a blue dot appear next to the Page icon in the toolbar. When you click on the Page icon, you can choose whether you want to save these layout changes or revert the layout changes to the last saved version of the page. If you take no action, the layout changes will persist during your browser session and automatically revert when you log out.
Any changes you save will be visible to everyone.
You can also refresh the page to include any database updates.

Making a simple page

You may not need to make very many pages. Using filtering, grouping, and sorting, you can see your data in different ways on one page. However, new pages are a good opportunity to formalize commonly repeated tweaks on existing pages.

Before you make new pages, check that it’s different from something that already exists—having multiple copies of the same page can be confusing.

To make a new page:

  1. Go to the Pages menu and, using the gear button in the bottom left corner, choose “+ New Page”.
    New page
  2. In the dialogue box, give the page a name.
  3. Choose the type of records you’d like the page to show.
  4. Decide if the page should be in a Project or not. Pages that are in a Project only show records from that Project, and they’re automatically shared with everyone in the Project. Pages without a project can be private or shared.
  5. Click “Create Page”.
    New page dialogue
  6. You’ll be taken to your new page. Now you can add some columns. Either enter the List View or go into Design Mode. Use the "+ column" button (to the right of the right-most column header), open the column menu and select the columns you want to see. They will appear on the page.
    Add column
    Note: Design Mode is quicker for big changes and some changes are only available in Design Mode. You can see all the modification options in design mode, but only a few quick convenience things can be changed when you’re looking at the page itself.
  7. If there are columns you don’t want to see, you can hide them using the column menu, or you can right click on the column header and choose “Hide Column.”
    Hide column
  8. Next decide if you would like the page to be private or public. New private pages will appear in the My Pages section of your Pages menu. Shared pages will be visible in the All Pages section. Go into Design Page mode and choose who you would like to share the page with. If you haven’t specified a Project, by default the menu will say “No one.” If you choose “Everyone” instead, you will see a list of Permission Groups where you can choose which groups can see the page.
    Page permissions
    Pro Tips: If you want to make a private Page that only shows records in one Project, add this filter to your Page's settings: [Project] [is] [name of your project].
    Making a page private won't make the information on the page private, it will only hide the page from the Pages menu so it doesn't show up in the list of available Pages. If you'd like to restrict access to your information, you'll need to change the "see" permissions via the Admin > Permissions > [your permission role] > Entity Permissions menu.
  9. You can also choose a folder to help organize pages.
  10. Last, click "Save" at the top right to save the page and exit Design Mode. You're done!
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