Modify and save a page

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By the end of this course,

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you should be able to navigate through global and project pages,

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know what you're looking at, and know how to filter and view that information.

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Throughout this course, you'll see that pages can be modified,

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whether that's through using the filter panel to filter down data,

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adding or removing fields from a page, or changing the number of displayed results.

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There are many ways that pages can be modified.

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Any modifications that you make to a pages layout can

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be saved so that every time that page is accessed,

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the page loads with those layout modifications already applied.

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There are a few things to know about modifying and saving pages.

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In the right hand corner of any page, there is a page settings drop down menu.

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If you make any modifications to a page,

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a blue badge will appear beside the page settings

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drop down that displays the word modified.

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When you place your cursor over the badge,

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the text will display "This page has unsafe layout changes, save page to commit them."

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The warning is telling you that you've made changes

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to the layout of the page you're currently on

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and that you have not saved those changes. Until changes have been saved,

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you are the only one who can see those changes.

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If you want everyone to see a page in the same way

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that you do, you will need to save the page. In

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this example,

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I'm making a few changes to the assets page in the demo animation project.

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I'm adding a bunch of fields to the assets page,

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resizing a few columns, and changing the grouping of the information.

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Now this page looks really different from the way it started.

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I have not saved the page. So what will another user see?

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If I use the "use as another user function",

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I can choose to see the page through the eyes of someone else.

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It's worth mentioning here that the "use as another user" functionality is permitted

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only for the admin permission group which I am currently assigned to.

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I am going to use this function to show you what another user sees after I

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make a bunch of layout changes to a page that I have not yet saved.

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Let's select "use as another user", choose anyone and see the results.

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Now we can see that the other user is seeing the page how it used to look,

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not how I'm seeing it.

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That's because they're seeing the page from its last

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saved iteration and not from my unsaved layout changes.

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If I save my changes, then other users will see the same thing that I do.

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To save a page, you can do this from the page setting

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menu by selecting save page.

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If you don't save a page after you've made layout changes,

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then once you log out the page will revert back to its last saved layout.

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If at any time you want to revert a page back to its last saved layout,

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you can do this from the page settings menu by selecting revert page.

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Once a page has been reverted back to its last saved state or has been saved,

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the modified badge will disappear.

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Two important notes here about saving pages.

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First is that when you're modifying and saving pages,

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what you're doing is modifying the layout and look of a page.

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The content or data about entities that appear on a page,

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that data is universal across the site.

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That means that if you erase data, it will be erased site wide. To demonstrate this,

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I have two pages here: Shots, page one and shots, page two.

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These pages are both displaying all of the

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shots in this project but at different layouts.

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On shots page one, I'm going to give a shot a description.

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If I now open shots page two,

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I'll now see the description on the shot has been updated

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shots page two, I can add a description to another shot.

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Now I can go to shots page one and see the description I just added.

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Entity field information is universal across the site,

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so if I now go and delete both of these descriptions,

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go to shots page two,

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the data has been deleted there too.

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Both pages are pulling up data on the same entities so that data

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is going to be consistent whether or not the pages look the same.

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The second is that if you're making changes to a page that is shared,

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you should be mindful of the other users on that page when saving any changes.

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For example,

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if I'm tracking layout tasks and I filter for a layout in the filter panel,

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then go to save the page,

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when my colleague opens the page and is looking for lighting tasks,

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they will only see layout tasks.

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That's because I saved the page with a filter for layout tasks turned on.

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Every time my colleague wants to view lighting tasks,

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they will now need to update the filter and remove layout tasks.

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Instead it would be better if I turned off the layout filter before saving the page.

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The information I might be looking for on a shared page may

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not be the same information that my colleagues are looking for.

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If I want to have a page with the filters turned on,

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that always shows me the information that I want to see.

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I can use save page as to save a copy of the page that I can then call layout schedule.

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I can filter for a layout and I can save the page

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in this project.

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I can navigate to the layout schedule page, which is the page

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I just made that filters for layout tasks, or I can navigate to

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the task page that will show me all tasks on the project.

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If you want to see the history of changes and modifications to a page,

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check out page settings history.

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Just like the "use as another user" functionality,

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this menu item is only accessible to you. If you have admin permissions,

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each time the page has been saved,

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there will be a system summary, along

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with other important information about each save,

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including the date the page was updated and saved.

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The person who saved the page with updates

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and the system summary of page settings changes.

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If you make layout changes to a page that you've saved,

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but you want to go back to a past saved version, you can select a restore

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reference point and choose restore to restore the pages layout.

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Everything that happens in Flow Production Tracking creates

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an event and all the events are logged.

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Page settings, history,

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events are a type of event logged in Flow Production Tracking.

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These events are organized in the page settings

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history panel and filterable through an event log entries page.

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The retention period for events is controllable by an

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admin through the advanced section and site preferences.

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Now, I want to introduce you very quickly to design mode.

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You can go to design mode by going to the page settings

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menu and choosing design page.

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We're not going to get into design mode too much.

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But what I do want to make you aware of is that from here,

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you can also make the same changes to a page that you can make outside of design mode,

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like adding filters and saving the page or saving a copy of the page.

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But you can also control who can access the page, add, and delete views on a page.

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And you can also add pages to folders which we'll be discussing in the next module.

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The key takeaways to remember as you continue learning about

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pages are page look and layout changes are page specific.

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Data changes are site wide.

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Unsafe changes to a page layout are visible only to you.

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A page with layout changes will display a blue

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modified badge until changes are either saved or reverted.

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If you want the changes to a page layout to stick and be visible to all users,

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you must save the page.