From ffa5226cdaec11fcd2e5aca5108d386919804feb Mon Sep 17 00:00:00 2001 From: Beck <164545837+validbeck@users.noreply.github.com> Date: Fri, 15 May 2026 15:43:47 -0700 Subject: [PATCH 01/19] Setup --- site/guide/workflows/working-with-workflows.qmd | 4 ++++ 1 file changed, 4 insertions(+) diff --git a/site/guide/workflows/working-with-workflows.qmd b/site/guide/workflows/working-with-workflows.qmd index 8174e9e96..d5b36d442 100644 --- a/site/guide/workflows/working-with-workflows.qmd +++ b/site/guide/workflows/working-with-workflows.qmd @@ -22,5 +22,9 @@ aliases: Once customized, use workflows to transition your records into their appropriate next stages throughout your risk management lifecycles. +## View all workflows + +## Work with workflows + :::{#workflows} ::: \ No newline at end of file From 20b50151cc1c5af5b1dea042dddb7b87ddfa5c6a Mon Sep 17 00:00:00 2001 From: Beck <164545837+validbeck@users.noreply.github.com> Date: Fri, 15 May 2026 17:13:25 -0700 Subject: [PATCH 02/19] Drafting --- site/guide/shared/_work-with-filters.qmd | 40 ++++++++-- .../workflows/_review-workflow-history.qmd | 6 +- site/guide/workflows/manage-workflows.qmd | 2 +- site/guide/workflows/setting-up-workflows.qmd | 3 +- .../workflows/working-with-workflows.qmd | 80 ++++++++++++++++++- 5 files changed, 122 insertions(+), 9 deletions(-) diff --git a/site/guide/shared/_work-with-filters.qmd b/site/guide/shared/_work-with-filters.qmd index f98eda71a..9d02929df 100644 --- a/site/guide/shared/_work-with-filters.qmd +++ b/site/guide/shared/_work-with-filters.qmd @@ -44,7 +44,7 @@ Value editor :::: {.content-visible when-format="html" when-meta="includes.inventory"} - **[record information]{.smallcaps}** — One of the inventory record fields always created by {{< var vm.product >}}, such as the Business Unit. - **[stakeholders]{.smallcaps}** — Record Owner, Record Developer, or Record Validator, or custom stakeholders if applicable. -- **[record fields]{.smallcaps}** — One of the organization-specific inventory record fields you added for your own use. +- **[record fields]{.smallcaps}** — One of the organization-specific inventory record fields you added for your own use, by field group. :::: @@ -55,11 +55,21 @@ Value editor :::: -:::: {.content-visible when-format="html" when-meta="includes.workflows"} +:::: {.content-visible when-format="html" when-meta="includes.workflow.setup"} - **[workflow fields]{.smallcaps}** — Workflow properties, such as the workflow status, trigger, workflow target (type of workflow), or target type (subcategory of workflow target). :::: +:::: {.content-visible when-format="html" when-meta="includes.workflow.view"} +- **[workflow type]{.smallcaps}** — Whether the workflow is tied to a record (`Record`) or an artifact (`Artifact`). +- **[workflow status]{.smallcaps}** — The runtime state of the workflow execution: `Active`, `Scheduled`, or `Waiting`. +- **[record information]{.smallcaps}** — One of the inventory record fields always created by {{< var vm.product >}}, such as the Business Unit. +- **[stakeholders]{.smallcaps}** — Record Owner, Record Developer, or Record Validator, or custom stakeholders if applicable. +- **[record fields]{.smallcaps}** — One of the organization-specific inventory record fields you added for your own use, by field group. +- **[name search]{.smallcaps}** — Filter the timeline rows by record name. + +:::: + :::: {.content-visible when-format="html" when-meta="includes.all"} :::: {.columns} @@ -68,7 +78,7 @@ Value editor - **[record information]{.smallcaps}** — One of the inventory record fields always created by {{< var vm.product >}}, such as the Business Unit. - **[stakeholders]{.smallcaps}** — Record Owner, Record Developer, or Record Validator, or custom stakeholders if applicable. -- **[record fields]{.smallcaps}** — One of the organization-specific inventory record fields you added for your own use. +- **[record fields]{.smallcaps}** — One of the organization-specific inventory record fields you added for your own use, by field group. ::: ::: {.column width="50%" .pl4 .pr3} @@ -83,8 +93,26 @@ Value editor :::: -::: {.column width="100%" .pl4 .pr3} -[Workflow Filters]{.small-text} +:::: {.columns} + +::: {.column width="50%" .pl4 .pr2} +[Workflow View Filters]{.small-text} + +Filter by inventory information: + +- **[record information]{.smallcaps}** — One of the inventory record fields always created by {{< var vm.product >}}, such as the Business Unit. +- **[stakeholders]{.smallcaps}** — Record Owner, Record Developer, or Record Validator, or custom stakeholders if applicable. +- **[record fields]{.smallcaps}** — One of the organization-specific inventory record fields you added for your own use, by field group. + +Filter by workflow information: + +- **Type** — Whether the workflow is tied to a record or an artifact. +- **Status** — The runtime state of the workflow execution: `Active`, `Scheduled`, or `Waiting`. + +::: + +::: {.column width="50%" .pl4 .pr3} +[Workflow Setup Filters]{.small-text} - **[workflow fields]{.smallcaps}** — Workflow properties, such as the workflow status, trigger, workflow target (type of workflow), or target type (subcategory of workflow target). @@ -92,6 +120,8 @@ Value editor :::: +:::: + 3. From the operator dropdown, select one of:
[Available operators update based on the field selector]{.small-text} diff --git a/site/guide/workflows/_review-workflow-history.qmd b/site/guide/workflows/_review-workflow-history.qmd index 4fe3dbf90..b4bd8a7fc 100644 --- a/site/guide/workflows/_review-workflow-history.qmd +++ b/site/guide/workflows/_review-workflow-history.qmd @@ -3,7 +3,7 @@ Refer to the LICENSE file in the root of this repository for details. SPDX-License-Identifier: AGPL-3.0 AND ValidMind Commercial --> :::: {.content-visible unless-format="revealjs"} -Review timelines of workflows running or previously run: +Review timelines of workflows running or previously run on a specific record or artifact:[^view-all-workflows] ::: {.panel-tabset} @@ -94,6 +94,10 @@ If workflows are running or have previously run on your artifact, you can: - Active - Scheduled +[^view-all-workflows]: + + To monitor workflows across your whole organization on a single timeline, refer to: [View all workflows](/guide/workflows/working-with-workflows.qmd#view-all-workflows). + :::: diff --git a/site/guide/workflows/manage-workflows.qmd b/site/guide/workflows/manage-workflows.qmd index f1c91bd77..5c4054746 100644 --- a/site/guide/workflows/manage-workflows.qmd +++ b/site/guide/workflows/manage-workflows.qmd @@ -8,7 +8,7 @@ aliases: - /guide/model-workflows/manage-model-workflows.html --- -Review workflows associated with your records or artifacts, and initiate or abort workflows configured for your organization on your records or artifacts. +Review and manage workflows associated with a specific record or artifact, and initiate or abort workflows configured for your organization on that record or artifact. ::: {.attn} diff --git a/site/guide/workflows/setting-up-workflows.qmd b/site/guide/workflows/setting-up-workflows.qmd index 60ab40641..e374c1a1b 100644 --- a/site/guide/workflows/setting-up-workflows.qmd +++ b/site/guide/workflows/setting-up-workflows.qmd @@ -17,7 +17,8 @@ listing: aliases: - /guide/model-workflows/setting-up-model-workflows.html includes: - workflows: true + workflow: + setup: true --- {{< include /guide/workflows/_set-up-workflows.qmd >}} diff --git a/site/guide/workflows/working-with-workflows.qmd b/site/guide/workflows/working-with-workflows.qmd index d5b36d442..218ac88e6 100644 --- a/site/guide/workflows/working-with-workflows.qmd +++ b/site/guide/workflows/working-with-workflows.qmd @@ -18,13 +18,91 @@ listing: aliases: - /guide/working-with-model-workflows.html - /guide/model-workflows/working-with-model-workflows.html +includes: + workflow: + view: true --- Once customized, use workflows to transition your records into their appropriate next stages throughout your risk management lifecycles. +::: {.attn} + +## Prerequisites + +- [x] {{< var link.login >}} +- [x] Workflows have already been set up for use with your records or artifacts.* +- [x] You are assigned a role with sufficient permissions to view workflows.* + +::: + ## View all workflows +Monitor every workflow run across your organization on a single timeline:* + +1. In the left sidebar, click **{{< fa arrow-right-arrow-left >}} Workflows**. + +2. Under the [record type]{.smallcaps} drop-down, select the type of record you want view all workflows for:* + + - In the left column, workflows are grouped by inventory record. + - Workflows past their [expected end date]{.smallcaps} are color-coded in [red]{.red}.* + - Use the buttons or keyboard shortcuts* to control the timeline: + - **{{< fa magnifying-glass-plus >}}** — Zoom in + - **{{< fa magnifying-glass-minus >}}** — Zoom out + - **{{< fa arrow-left >}}** — Move earlier to the left + - **{{< fa calendar-days >}} Go to Today** — Focus on today + - **{{< fa arrow-right >}}** — Move later to the right + - **{{< fa magnifying-glass >}} Search** — Search for records using keywords in the record name. + - **{{< fa filter >}} Filter** — Filter the view to display only runs from specific types and statuses of workflows.* + +
+ +::: {.callout-button .pl4 .nt4} +::: {.callout collapse="true" appearance="minimal"} +#### How do I create effective filters? + +{{< include /guide/shared/_work-with-filters.qmd >}} +::: +::: + +3. Click on any listed workflow to review the details of that specific workflow: + + - **Details** — Name and description of the workflow, status and progress, and key dates. + - **Activity** — History of updates and notes submitted during transitions. + - **Artifacts** — Artifacts created within the duration of the workflow's runtime (record workflows only). + - **Workflow** — Overview of the entire workflow with the current step highlighted. + + + + ## Work with workflows :::{#workflows} -::: \ No newline at end of file +::: + + + + +[^record-types]: [Manage inventory record types](/guide/inventory/manage-inventory-record-types.qmd) + +[^review-active-workflows]: [Review active workflows](/guide/workflows/manage-workflows.qmd#review-active-workflows) + +[^timeline-shortcuts]: + + ::: {.callout title="Timeline control shortcuts"} + + - **Move timeline left or right** —
+ - Click and drag + - OR Shift + scroll wheel + - **Slow zoom in or out** —
Alt + scroll wheel + - **Quick zoom in or out** —
Ctrl + scroll wheel + ::: From e8fa5373534272cf3531cb37c04d8d0428ba5379 Mon Sep 17 00:00:00 2001 From: Beck <164545837+validbeck@users.noreply.github.com> Date: Fri, 15 May 2026 17:33:09 -0700 Subject: [PATCH 03/19] save --- site/guide/shared/_work-with-filters.qmd | 32 +++++++++++++------ .../workflows/working-with-workflows.qmd | 10 +++--- 2 files changed, 28 insertions(+), 14 deletions(-) diff --git a/site/guide/shared/_work-with-filters.qmd b/site/guide/shared/_work-with-filters.qmd index 9d02929df..6724f38e7 100644 --- a/site/guide/shared/_work-with-filters.qmd +++ b/site/guide/shared/_work-with-filters.qmd @@ -61,12 +61,25 @@ Value editor :::: :::: {.content-visible when-format="html" when-meta="includes.workflow.view"} -- **[workflow type]{.smallcaps}** — Whether the workflow is tied to a record (`Record`) or an artifact (`Artifact`). -- **[workflow status]{.smallcaps}** — The runtime state of the workflow execution: `Active`, `Scheduled`, or `Waiting`. +:::: {.columns} + +::: {.column width="50%" .pl4 .pr2} +Filter by inventory information: + - **[record information]{.smallcaps}** — One of the inventory record fields always created by {{< var vm.product >}}, such as the Business Unit. - **[stakeholders]{.smallcaps}** — Record Owner, Record Developer, or Record Validator, or custom stakeholders if applicable. - **[record fields]{.smallcaps}** — One of the organization-specific inventory record fields you added for your own use, by field group. -- **[name search]{.smallcaps}** — Filter the timeline rows by record name. +::: + +::: {.column width="50%" .pl4 .pr3} +Filter by workflow information: + +- **Type** — Whether the workflow is tied to a record or an artifact. +- **Status** — The runtime state of the workflow execution: `Active`, `Scheduled`, or `Waiting`. + +::: + +:::: :::: @@ -93,17 +106,19 @@ Value editor :::: +[Workflow View Filters]{.small-text} + :::: {.columns} ::: {.column width="50%" .pl4 .pr2} -[Workflow View Filters]{.small-text} - Filter by inventory information: - **[record information]{.smallcaps}** — One of the inventory record fields always created by {{< var vm.product >}}, such as the Business Unit. - **[stakeholders]{.smallcaps}** — Record Owner, Record Developer, or Record Validator, or custom stakeholders if applicable. - **[record fields]{.smallcaps}** — One of the organization-specific inventory record fields you added for your own use, by field group. +::: +::: {.column width="50%" .pl4 .pr3} Filter by workflow information: - **Type** — Whether the workflow is tied to a record or an artifact. @@ -111,17 +126,16 @@ Filter by workflow information: ::: -::: {.column width="50%" .pl4 .pr3} +:::: + [Workflow Setup Filters]{.small-text} +::: {.pl4 .pr3} - **[workflow fields]{.smallcaps}** — Workflow properties, such as the workflow status, trigger, workflow target (type of workflow), or target type (subcategory of workflow target). - ::: :::: -:::: - 3. From the operator dropdown, select one of:
[Available operators update based on the field selector]{.small-text} diff --git a/site/guide/workflows/working-with-workflows.qmd b/site/guide/workflows/working-with-workflows.qmd index 218ac88e6..deec40b2b 100644 --- a/site/guide/workflows/working-with-workflows.qmd +++ b/site/guide/workflows/working-with-workflows.qmd @@ -52,7 +52,7 @@ Monitor every workflow run across your organization on a single timeline:* - **{{< fa calendar-days >}} Go to Today** — Focus on today - **{{< fa arrow-right >}}** — Move later to the right - **{{< fa magnifying-glass >}} Search** — Search for records using keywords in the record name. - - **{{< fa filter >}} Filter** — Filter the view to display only runs from specific types and statuses of workflows.* + - **{{< fa filter >}} Filter** — Filter the view to display only runs from specific types and statuses of workflows.^
@@ -66,10 +66,10 @@ Monitor every workflow run across your organization on a single timeline:* 3. Click on any listed workflow to review the details of that specific workflow: - - **Details** — Name and description of the workflow, status and progress, and key dates. - - **Activity** — History of updates and notes submitted during transitions. - - **Artifacts** — Artifacts created within the duration of the workflow's runtime (record workflows only). - - **Workflow** — Overview of the entire workflow with the current step highlighted. + - **Details** — Name and description (if present) of the workflow, the workflow's status and progress (if applicable), when it was created, and when it was started. + - **Activity** — History of updates to the workflow on that record, including notes submitted during transitions.^ + - **Artifacts** [record workflows only]{.smallercaps .pink} — Artifacts for that record created within the duration of that workflow's runtime. + - **Workflow**^ — Overview of the entire workflow. The current workflow step is highlighted on this view. -[^record-types]: [Manage inventory record types](/guide/inventory/manage-inventory-record-types.qmd) +[^1]: [Configure workflows](configure-workflows.qmd) -[^review-active-workflows]: [Review active workflows](/guide/workflows/manage-workflows.qmd#review-active-workflows) +[^2]: [Manage permissions](/guide/configuration/manage-permissions.qmd) -[^timeline-shortcuts]: +[^3]: To view workflows from within a record or artifact, refer to: [Manage workflows](manage-workflows.qmd#review-workflows) + +[^4]: [Manage inventory record types](/guide/inventory/manage-inventory-record-types.qmd) + +[^5]: [Manage workflows](manage-workflows.qmd#edit-workflow-end-dates) + +[^6]: ::: {.callout title="Timeline control shortcuts"} @@ -106,3 +112,23 @@ To load a saved view, click **{{< fa floppy-disk >}} Views** and select the view - **Slow zoom in or out** —
Alt + scroll wheel - **Quick zoom in or out** —
Ctrl + scroll wheel ::: + +[^7]: + + a. Filter by Inventory criteria. + b. Filter by Workflow criteria: + - By **Workflow Type**: + - Record + - Artifact + - By **Workflow Status**: + - Finished + - Active + - Scheduled + +[^8]: + + Click **{{< fa chevron-down >}}** to reveal notes, and **{{< fa chevron-up >}}** to hide them. +

+ [Transition workflows](/guide/workflows/transition-workflows.qmd) + +[^9]: Hover over a workflow step to view an animation of the steps connecting to and from that step. From d5062e4cdb51b26f9d48355d6da64f43d618897c Mon Sep 17 00:00:00 2001 From: Beck <164545837+validbeck@users.noreply.github.com> Date: Fri, 15 May 2026 18:11:01 -0700 Subject: [PATCH 05/19] save --- .../inventory/customize-inventory-layout.qmd | 3 -- site/guide/shared/_work-with-filters.qmd | 30 ++--------- .../workflows/working-with-workflows.qmd | 51 ++++++++++++++++--- 3 files changed, 49 insertions(+), 35 deletions(-) diff --git a/site/guide/inventory/customize-inventory-layout.qmd b/site/guide/inventory/customize-inventory-layout.qmd index d5e4eed89..35c30517d 100644 --- a/site/guide/inventory/customize-inventory-layout.qmd +++ b/site/guide/inventory/customize-inventory-layout.qmd @@ -72,9 +72,6 @@ While customizations to table views apply across all record types, saving a view #### Save inventory views - - - You can save custom table configurations as a view to reapply at any time: 1. Customize a table view for the **[record type]{.smallcaps}** you want to save a view for.[^7] diff --git a/site/guide/shared/_work-with-filters.qmd b/site/guide/shared/_work-with-filters.qmd index e1bf085ad..893c54118 100644 --- a/site/guide/shared/_work-with-filters.qmd +++ b/site/guide/shared/_work-with-filters.qmd @@ -61,9 +61,7 @@ Value editor :::: :::: {.content-visible when-format="html" when-meta="includes.workflow.view"} -:::: {.columns} - -::: {.column width="50%" .pl4 .pr2} +::: {.pl4 .pr3} Inventory - **[record information]{.smallcaps}** — One of the inventory record fields always created by {{< var vm.product >}}, such as the Business Unit. @@ -71,16 +69,6 @@ Inventory - **[record fields]{.smallcaps}** — One of the organization-specific inventory record fields you added for your own use, by field group. ::: -::: {.column width="50%" .pl4 .pr3} -Workflow - -- **Type** — Whether the workflow is tied to a record or an artifact. -- **Status** — The runtime state of the workflow execution: `Active`, `Scheduled`, or `Waiting`. - -::: - -:::: - :::: :::: {.content-visible when-format="html" when-meta="includes.all"} @@ -106,11 +94,11 @@ Workflow :::: -[Workflow View Filters]{.small-text} - :::: {.columns} ::: {.column width="50%" .pl4 .pr2} +[Workflow View Filters]{.small-text} + Inventory - **[record information]{.smallcaps}** — One of the inventory record fields always created by {{< var vm.product >}}, such as the Business Unit. @@ -119,23 +107,15 @@ Inventory ::: ::: {.column width="50%" .pl4 .pr3} -Workflow - -- **Type** — Whether the workflow is tied to a record or an artifact. -- **Status** — The runtime state of the workflow execution: `Active`, `Scheduled`, or `Waiting`. - -::: - -:::: - [Workflow Setup Filters]{.small-text} -::: {.pl4 .pr3} - **[workflow fields]{.smallcaps}** — Workflow properties, such as the workflow status, trigger, workflow target (type of workflow), or target type (subcategory of workflow target). ::: :::: +:::: + 3. From the operator dropdown, select one of:
[Available operators update based on the field selector]{.small-text} diff --git a/site/guide/workflows/working-with-workflows.qmd b/site/guide/workflows/working-with-workflows.qmd index 28e5edba8..972d8b310 100644 --- a/site/guide/workflows/working-with-workflows.qmd +++ b/site/guide/workflows/working-with-workflows.qmd @@ -35,7 +35,7 @@ Once customized, use workflows to transition your records into their appropriate ::: -## View all workflows +## View all workflow executions Monitor every workflow execution across your organization on a single timeline:[^3] @@ -71,17 +71,54 @@ Monitor every workflow execution across your organization on a single timeline:[ - **Artifacts** [record workflows only]{.smallercaps .pink} — Artifacts for that record created within the duration of that workflow's runtime. - **Workflow**[^9] — Overview of the entire workflow. The current workflow step is highlighted on this view. - +1. Apply a search or filters to the workflow timeline.^ + +2. Click **{{< fa bookmark >}} Select View** to save your current search and filters. + +3. Select: + + - **My Views (#)** — Views only you can access. + - **Organization (#)** — Views available to all users in your organization.^ + +4. On the Add New View modal that appears, enter the: + + - **[view name]{.smallcaps}** for your saved view + - **[description]{.smallcaps}** (optional) + +5. Click **Add New View** to create your saved view. + +#### Edit or remove saved timeline views + +::: {.callout-important} +Deletion of saved views is permanent. +::: + +1. In the left sidebar, click **{{< fa cubes >}} Inventory**. + +2. Select the **[record type]{.smallcaps}** you want to remove a view for from the drop-down menu. + +3. Click **{{< fa bookmark >}} Select View**. + +4. Hover over the view you want to modify. + +5. When the **{{< fa ellipsis-vertical >}}** appears, click on it to edit the name or description or to delete the view: + + - To edit a view, select **{{< fa pencil >}} Edit View**. Make your edits then click **Save Changes** to apply your adjustments. + - To remove a view, select [**{{< fa trash-can >}} Remove View**]{.red}. Click **Yes, Delete View** to confirm permanent deletion of that view. + +::: + +#### Manage organization timeline views ## Work with workflows From c0f209e91a6797c6cd52f57aeac9675642d4a038 Mon Sep 17 00:00:00 2001 From: Beck <164545837+validbeck@users.noreply.github.com> Date: Fri, 15 May 2026 18:18:56 -0700 Subject: [PATCH 06/19] Manage personal timeline views --- .../workflows/working-with-workflows.qmd | 38 ++++++++----------- 1 file changed, 16 insertions(+), 22 deletions(-) diff --git a/site/guide/workflows/working-with-workflows.qmd b/site/guide/workflows/working-with-workflows.qmd index 972d8b310..c4da1ae1d 100644 --- a/site/guide/workflows/working-with-workflows.qmd +++ b/site/guide/workflows/working-with-workflows.qmd @@ -71,7 +71,7 @@ Monitor every workflow execution across your organization on a single timeline:[ - **Artifacts** [record workflows only]{.smallercaps .pink} — Artifacts for that record created within the duration of that workflow's runtime. - **Workflow**[^9] — Overview of the entire workflow. The current workflow step is highlighted on this view. -### Manage workflow timeline views* +### Manage workflow timeline views Save searches and filters applied to the workflow timeline as a view to reapply at any time: @@ -79,42 +79,32 @@ Save searches and filters applied to the workflow timeline as a view to reapply ::: {.panel-tabset} -#### Save personal timeline views +#### Save personal views -1. Apply a search or filters to the workflow timeline.^ +1. Apply a search or filters to the workflow timeline.[^10] 2. Click **{{< fa bookmark >}} Select View** to save your current search and filters. -3. Select: +3. Select **My Views (#)** and click on **{{< fa bookmark >}} Save New View** to create your saved view. - - **My Views (#)** — Views only you can access. - - **Organization (#)** — Views available to all users in your organization.^ +Once you've created a saved personal view, you can shared it with others in your organization.[^11] -4. On the Add New View modal that appears, enter the: - - - **[view name]{.smallcaps}** for your saved view - - **[description]{.smallcaps}** (optional) - -5. Click **Add New View** to create your saved view. - -#### Edit or remove saved timeline views +#### Edit or remove saved personal views ::: {.callout-important} Deletion of saved views is permanent. ::: -1. In the left sidebar, click **{{< fa cubes >}} Inventory**. +1. Click **{{< fa bookmark >}} Select View** . -2. Select the **[record type]{.smallcaps}** you want to remove a view for from the drop-down menu. +2. Select **My Views (#)**. -3. Click **{{< fa bookmark >}} Select View**. +3. Hover over the view you want to edit or remove. -4. Hover over the view you want to modify. +4. When the **{{< fa ellipsis-vertical >}}** appears, click on it and select: -5. When the **{{< fa ellipsis-vertical >}}** appears, click on it to edit the name or description or to delete the view: - - - To edit a view, select **{{< fa pencil >}} Edit View**. Make your edits then click **Save Changes** to apply your adjustments. - - To remove a view, select [**{{< fa trash-can >}} Remove View**]{.red}. Click **Yes, Delete View** to confirm permanent deletion of that view. + - **{{< fa pencil >}} Edit View** to edit the [view name]{.smallcaps} and [description]{.smallcaps}. Click **Save Changes** to apply your edits. + - [**{{< fa trash-can >}} Remove View**]{.red} to delete the view. Click **Yes, Delete View** to confirm permanent deletion of that view. ::: @@ -169,3 +159,7 @@ Deletion of saved views is permanent. [Transition workflows](/guide/workflows/transition-workflows.qmd) [^9]: Hover over a workflow step to view an animation of the steps connecting to and from that step. + +[^10]: [View all workflow executions](#view-all-workflow-executions) + +[^11]: [Manage organization timeline views](#manage-organization-timeline-views) From e91751d852f80aa41696120df3557c8622c612a4 Mon Sep 17 00:00:00 2001 From: Beck <164545837+validbeck@users.noreply.github.com> Date: Fri, 15 May 2026 18:31:39 -0700 Subject: [PATCH 07/19] save --- .../workflows/working-with-workflows.qmd | 67 +++++++++++++++++-- 1 file changed, 63 insertions(+), 4 deletions(-) diff --git a/site/guide/workflows/working-with-workflows.qmd b/site/guide/workflows/working-with-workflows.qmd index c4da1ae1d..8b8f39a43 100644 --- a/site/guide/workflows/working-with-workflows.qmd +++ b/site/guide/workflows/working-with-workflows.qmd @@ -79,7 +79,7 @@ Save searches and filters applied to the workflow timeline as a view to reapply ::: {.panel-tabset} -#### Save personal views +### Save personal views 1. Apply a search or filters to the workflow timeline.[^10] @@ -89,17 +89,17 @@ Save searches and filters applied to the workflow timeline as a view to reapply Once you've created a saved personal view, you can shared it with others in your organization.[^11] -#### Edit or remove saved personal views +### Edit or remove saved personal views ::: {.callout-important} Deletion of saved views is permanent. ::: -1. Click **{{< fa bookmark >}} Select View** . +1. Click on the name of your saved view, or **{{< fa bookmark >}} Select View** if you are not currently displaying a saved view. 2. Select **My Views (#)**. -3. Hover over the view you want to edit or remove. +3. Hover over the name of the view you want to edit or remove. 4. When the **{{< fa ellipsis-vertical >}}** appears, click on it and select: @@ -110,6 +110,65 @@ Deletion of saved views is permanent. #### Manage organization timeline views +::: {.callout} +To publish a saved personal view to your organization, you must have permissions to manage shared timeline views.^ +::: + +::: {.panel-tabset} + +### Share views with your organization + +1. Save a personal workflow timeline view.^ + +2. Select **My Views (#)**. + +3. Click on the name of your saved view, or **{{< fa bookmark >}} Select View** if you are not currently displaying a saved view. + +4. Hover over name of the view you want to share with your organization. + +5. When the **{{< fa ellipsis-vertical >}}** appears, click on it and select **{{< fa upload >}} Publish to Organization**. + +6. (Optional) Edit the [view name]{.smallcaps} and [description]{.smallcaps} for your shared view. + +7. Click **{{< fa upload >}} Publish View** to share your view with your organization. + +### Unshare or remove saved organization views + +#### Unshare saved organization views + +To unshare a saved organization view: + +1. Click on the name of your saved view, or **{{< fa bookmark >}} Select View** if you are not currently displaying a saved view. + +2. Select **Organization (#)**. + +3. Hover over the view you want to removed from shared organization access. + +4. When the **{{< fa ellipsis-vertical >}}** appears, click on it and select **{{< fa download >}} Unpublish**. + +5. Click **Yes, Unpublish View** to confirm removal of the view from shared organization access. + +#### Remove saved organization views + +To remove a saved organization view: + +::: {.callout-important} +Deletion of saved views is permanent. +::: + +1. Click on the name of your saved view, or **{{< fa bookmark >}} Select View** if you are not currently displaying a saved view. + +2. Select **Organization (#)**. + +3. Hover over the view you want to remove from your organization. + +4. When the **{{< fa ellipsis-vertical >}}** appears, click on it and select **{{< fa trash-can >}} Remove View**. + +5. Click **Yes, Remove View** to confirm permanent deletion of that view. + + +::: + ## Work with workflows From 608a50ffb48272121593807345e978d59f393255 Mon Sep 17 00:00:00 2001 From: Beck <164545837+validbeck@users.noreply.github.com> Date: Fri, 15 May 2026 18:35:41 -0700 Subject: [PATCH 08/19] Manage organization timeline views: --- site/guide/workflows/working-with-workflows.qmd | 11 +++++++---- 1 file changed, 7 insertions(+), 4 deletions(-) diff --git a/site/guide/workflows/working-with-workflows.qmd b/site/guide/workflows/working-with-workflows.qmd index 8b8f39a43..b2d786a35 100644 --- a/site/guide/workflows/working-with-workflows.qmd +++ b/site/guide/workflows/working-with-workflows.qmd @@ -87,7 +87,7 @@ Save searches and filters applied to the workflow timeline as a view to reapply 3. Select **My Views (#)** and click on **{{< fa bookmark >}} Save New View** to create your saved view. -Once you've created a saved personal view, you can shared it with others in your organization.[^11] +Once you've created a saved personal view, you can share it with others in your organization.[^11] ### Edit or remove saved personal views @@ -111,14 +111,14 @@ Deletion of saved views is permanent. #### Manage organization timeline views ::: {.callout} -To publish a saved personal view to your organization, you must have permissions to manage shared timeline views.^ +To publish a saved personal view to your organization, you must have permissions to manage shared timeline views.[^12] ::: ::: {.panel-tabset} ### Share views with your organization -1. Save a personal workflow timeline view.^ +1. Save a personal workflow timeline view.[^13] 2. Select **My Views (#)**. @@ -166,7 +166,6 @@ Deletion of saved views is permanent. 5. Click **Yes, Remove View** to confirm permanent deletion of that view. - ::: @@ -222,3 +221,7 @@ Deletion of saved views is permanent. [^10]: [View all workflow executions](#view-all-workflow-executions) [^11]: [Manage organization timeline views](#manage-organization-timeline-views) + +[^12]: [Manage permissions](/guide/configuration/manage-permissions.qmd) + +[^13]: [Manage personal timeline views](#manage-personal-timeline-views) From b98e41178d0cd35d6b521acae90604858cc8c986 Mon Sep 17 00:00:00 2001 From: Beck <164545837+validbeck@users.noreply.github.com> Date: Fri, 15 May 2026 18:42:35 -0700 Subject: [PATCH 09/19] Proofreading --- site/guide/workflows/_review-workflow-history.qmd | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/site/guide/workflows/_review-workflow-history.qmd b/site/guide/workflows/_review-workflow-history.qmd index b4bd8a7fc..cf1e0e979 100644 --- a/site/guide/workflows/_review-workflow-history.qmd +++ b/site/guide/workflows/_review-workflow-history.qmd @@ -96,7 +96,7 @@ If workflows are running or have previously run on your artifact, you can: [^view-all-workflows]: - To monitor workflows across your whole organization on a single timeline, refer to: [View all workflows](/guide/workflows/working-with-workflows.qmd#view-all-workflows). + To monitor workflows across your whole organization on a single timeline, refer to: [View all workflow executions](/guide/workflows/working-with-workflows.qmd#view-all-workflow-executions). :::: From a55da792eb8711d8b9366de18c60fe43c5119f35 Mon Sep 17 00:00:00 2001 From: Beck <164545837+validbeck@users.noreply.github.com> Date: Fri, 15 May 2026 19:01:05 -0700 Subject: [PATCH 10/19] Proofreading... --- site/guide/workflows/working-with-workflows.qmd | 6 +++--- 1 file changed, 3 insertions(+), 3 deletions(-) diff --git a/site/guide/workflows/working-with-workflows.qmd b/site/guide/workflows/working-with-workflows.qmd index b2d786a35..ccfc4f98b 100644 --- a/site/guide/workflows/working-with-workflows.qmd +++ b/site/guide/workflows/working-with-workflows.qmd @@ -41,7 +41,7 @@ Monitor every workflow execution across your organization on a single timeline:[ 1. In the left sidebar, click **{{< fa arrow-right-arrow-left >}} Workflows**. -2. Under the [record type]{.smallcaps} drop-down, select the type of record you want view all workflow executions for:[^4] +2. Under the [record type]{.smallcaps} drop-down, select the type of record you want to view all workflow executions for:[^4] - In the left column, workflows are grouped by inventory record. - Workflows past their [expected end date]{.smallcaps} are color-coded in [red]{.red}.[^5] @@ -124,7 +124,7 @@ To publish a saved personal view to your organization, you must have permissions 3. Click on the name of your saved view, or **{{< fa bookmark >}} Select View** if you are not currently displaying a saved view. -4. Hover over name of the view you want to share with your organization. +4. Hover over the name of the view you want to share with your organization. 5. When the **{{< fa ellipsis-vertical >}}** appears, click on it and select **{{< fa upload >}} Publish to Organization**. @@ -142,7 +142,7 @@ To unshare a saved organization view: 2. Select **Organization (#)**. -3. Hover over the view you want to removed from shared organization access. +3. Hover over the view you want to remove from shared organization access. 4. When the **{{< fa ellipsis-vertical >}}** appears, click on it and select **{{< fa download >}} Unpublish**. From bcf8961ef4b5842c71699c1115df7c6196a10be0 Mon Sep 17 00:00:00 2001 From: Beck <164545837+validbeck@users.noreply.github.com> Date: Fri, 15 May 2026 19:26:50 -0700 Subject: [PATCH 11/19] Setup for training update --- .../workflows/_view-workflow-executions.qmd | 66 ++++++++++++++ .../workflows/working-with-workflows.qmd | 87 ++----------------- .../organizational-oversight-reporting.qmd | 55 +++++++++++- 3 files changed, 129 insertions(+), 79 deletions(-) create mode 100644 site/guide/workflows/_view-workflow-executions.qmd diff --git a/site/guide/workflows/_view-workflow-executions.qmd b/site/guide/workflows/_view-workflow-executions.qmd new file mode 100644 index 000000000..bcb9a7a49 --- /dev/null +++ b/site/guide/workflows/_view-workflow-executions.qmd @@ -0,0 +1,66 @@ + + +Monitor every workflow execution across your organization on a single timeline:^[To view workflows from within a record or artifact, refer to: [Manage workflows](/guide/workflows/manage-workflows.qmd#review-workflows)] + +1. In the left sidebar, click **{{< fa arrow-right-arrow-left >}} Workflows**. + +2. Under the [record type]{.smallcaps} drop-down, select the type of record you want to view all workflow executions for:^[[Manage inventory record types](/guide/inventory/manage-inventory-record-types.qmd)] + + - In the left column, workflows are grouped by inventory record. + - Workflows past their [expected end date]{.smallcaps} are color-coded in [red]{.red}.^[[Manage workflows](/guide/workflows/manage-workflows.qmd#edit-workflow-end-dates)] + - Use the buttons or keyboard shortcuts[^timeline-shortcuts-all] to control the timeline: + - **{{< fa magnifying-glass-plus >}}** — Zoom in + - **{{< fa magnifying-glass-minus >}}** — Zoom out + - **{{< fa arrow-left >}}** — Move earlier to the left + - **{{< fa calendar-days >}} Go to Today** — Focus on today + - **{{< fa arrow-right >}}** — Move later to the right + - **{{< fa magnifying-glass >}} Search** — Search for records using keywords in the record name. + - **{{< fa filter >}} Filter** — Filter the view to display only runs from specific types and statuses of workflows.[^filter-criteria] + +
+ +::: {.callout-button .pl4 .nt4} +::: {.callout collapse="true" appearance="minimal"} +#### How do I create effective filters? + +{{< include /guide/shared/_work-with-filters.qmd >}} +::: +::: + +3. Click on any listed workflow to review the details of that specific workflow: + + - **Details** — Name and description (if present) of the workflow, the workflow's status and progress (if applicable), when it was created, and when it was started. + - **Activity** — History of updates to the workflow on that record, including notes submitted during transitions.[^activity-notes] + - **Artifacts** [record workflows only]{.smallercaps .pink} — Artifacts for that record created within the duration of that workflow's runtime. + - **Workflow**^[Hover over a workflow step to view an animation of the steps connecting to and from that step.] — Overview of the entire workflow. The current workflow step is highlighted on this view. + +[^timeline-shortcuts-all]: + + ::: {.callout title="Timeline control shortcuts"} + + - **Move timeline left or right** —
+ - Click and drag + - OR Shift + scroll wheel + - **Slow zoom in or out** —
Alt + scroll wheel + - **Quick zoom in or out** —
Ctrl + scroll wheel + ::: + +[^filter-criteria]: + + a. Filter by Inventory criteria. + b. Filter by Workflow criteria: + - By **Workflow Type**: + - Record + - Artifact + - By **Workflow Status**: + - Finished + - Active + - Scheduled + +[^activity-notes]: + + Click **{{< fa chevron-down >}}** to reveal notes, and **{{< fa chevron-up >}}** to hide them. +

+ [Transition workflows](/guide/workflows/transition-workflows.qmd) diff --git a/site/guide/workflows/working-with-workflows.qmd b/site/guide/workflows/working-with-workflows.qmd index ccfc4f98b..2f54bdc58 100644 --- a/site/guide/workflows/working-with-workflows.qmd +++ b/site/guide/workflows/working-with-workflows.qmd @@ -37,39 +37,7 @@ Once customized, use workflows to transition your records into their appropriate ## View all workflow executions -Monitor every workflow execution across your organization on a single timeline:[^3] - -1. In the left sidebar, click **{{< fa arrow-right-arrow-left >}} Workflows**. - -2. Under the [record type]{.smallcaps} drop-down, select the type of record you want to view all workflow executions for:[^4] - - - In the left column, workflows are grouped by inventory record. - - Workflows past their [expected end date]{.smallcaps} are color-coded in [red]{.red}.[^5] - - Use the buttons or keyboard shortcuts[^6] to control the timeline: - - **{{< fa magnifying-glass-plus >}}** — Zoom in - - **{{< fa magnifying-glass-minus >}}** — Zoom out - - **{{< fa arrow-left >}}** — Move earlier to the left - - **{{< fa calendar-days >}} Go to Today** — Focus on today - - **{{< fa arrow-right >}}** — Move later to the right - - **{{< fa magnifying-glass >}} Search** — Search for records using keywords in the record name. - - **{{< fa filter >}} Filter** — Filter the view to display only runs from specific types and statuses of workflows.[^7] - -
- -::: {.callout-button .pl4 .nt4} -::: {.callout collapse="true" appearance="minimal"} -#### How do I create effective filters? - -{{< include /guide/shared/_work-with-filters.qmd >}} -::: -::: - -3. Click on any listed workflow to review the details of that specific workflow: - - - **Details** — Name and description (if present) of the workflow, the workflow's status and progress (if applicable), when it was created, and when it was started. - - **Activity** — History of updates to the workflow on that record, including notes submitted during transitions.[^8] - - **Artifacts** [record workflows only]{.smallercaps .pink} — Artifacts for that record created within the duration of that workflow's runtime. - - **Workflow**[^9] — Overview of the entire workflow. The current workflow step is highlighted on this view. +{{< include /guide/workflows/_view-workflow-executions.qmd >}} ### Manage workflow timeline views @@ -81,13 +49,13 @@ Save searches and filters applied to the workflow timeline as a view to reapply ### Save personal views -1. Apply a search or filters to the workflow timeline.[^10] +1. Apply a search or filters to the workflow timeline.[^3] 2. Click **{{< fa bookmark >}} Select View** to save your current search and filters. 3. Select **My Views (#)** and click on **{{< fa bookmark >}} Save New View** to create your saved view. -Once you've created a saved personal view, you can share it with others in your organization.[^11] +Once you've created a saved personal view, you can share it with others in your organization.[^4] ### Edit or remove saved personal views @@ -111,14 +79,14 @@ Deletion of saved views is permanent. #### Manage organization timeline views ::: {.callout} -To publish a saved personal view to your organization, you must have permissions to manage shared timeline views.[^12] +To publish a saved personal view to your organization, you must have permissions to manage shared timeline views.[^5] ::: ::: {.panel-tabset} ### Share views with your organization -1. Save a personal workflow timeline view.[^13] +1. Save a personal workflow timeline view.[^6] 2. Select **My Views (#)**. @@ -181,47 +149,10 @@ Deletion of saved views is permanent. [^2]: [Manage permissions](/guide/configuration/manage-permissions.qmd) -[^3]: To view workflows from within a record or artifact, refer to: [Manage workflows](manage-workflows.qmd#review-workflows) - -[^4]: [Manage inventory record types](/guide/inventory/manage-inventory-record-types.qmd) - -[^5]: [Manage workflows](manage-workflows.qmd#edit-workflow-end-dates) - -[^6]: - - ::: {.callout title="Timeline control shortcuts"} - - - **Move timeline left or right** —
- - Click and drag - - OR Shift + scroll wheel - - **Slow zoom in or out** —
Alt + scroll wheel - - **Quick zoom in or out** —
Ctrl + scroll wheel - ::: - -[^7]: - - a. Filter by Inventory criteria. - b. Filter by Workflow criteria: - - By **Workflow Type**: - - Record - - Artifact - - By **Workflow Status**: - - Finished - - Active - - Scheduled - -[^8]: - - Click **{{< fa chevron-down >}}** to reveal notes, and **{{< fa chevron-up >}}** to hide them. -

- [Transition workflows](/guide/workflows/transition-workflows.qmd) - -[^9]: Hover over a workflow step to view an animation of the steps connecting to and from that step. - -[^10]: [View all workflow executions](#view-all-workflow-executions) +[^3]: [View all workflow executions](#view-all-workflow-executions) -[^11]: [Manage organization timeline views](#manage-organization-timeline-views) +[^4]: [Manage organization timeline views](#manage-organization-timeline-views) -[^12]: [Manage permissions](/guide/configuration/manage-permissions.qmd) +[^5]: [Manage permissions](/guide/configuration/manage-permissions.qmd) -[^13]: [Manage personal timeline views](#manage-personal-timeline-views) +[^6]: [Manage personal timeline views](#manage-personal-timeline-views) diff --git a/site/training/administrator-fundamentals/organizational-oversight-reporting.qmd b/site/training/administrator-fundamentals/organizational-oversight-reporting.qmd index e7d106a63..d41f04aed 100644 --- a/site/training/administrator-fundamentals/organizational-oversight-reporting.qmd +++ b/site/training/administrator-fundamentals/organizational-oversight-reporting.qmd @@ -112,7 +112,60 @@ Already logged in and refreshed this module? Click [{{< fa chevron-right >}}]() :::: {.columns} ::: {.column width="30%" .pr4 .f2} -Review workflows +Review workflow executions + +::: {.f5 .nt2 .pl2 .mb4} +(Scroll down for the full instructions.) +::: + +::: {.tc} +[Learn more ...](/guide/workflows/manage-workflows.qmd){.button target="_blank"} +::: + +
Try it **live** on the next page. {{< fa hand-point-right >}} + +::: + +::: {.column width="70%" .bl .pl4 .f4} + +Review workflows associated with your records or artifacts: + +::: {.panel-tabset} +### Review active workflows + +{{< include /guide/workflows/_review-active-workflows.qmd >}} + +### Review workflow history + +{{< include /guide/workflows/_review-workflow-history.qmd >}} + +::: + +::: +:::: + +## {background-iframe="https://app.prod.validmind.ai/model-inventory" background-interactive="true" data-preload="yes"} + +:::: {.slideover--b .auto-collapse-10} +::: {.tc} +**View all workflow executions** +::: + +1. Select the name of your record you registered for this course to open up the record details page. +2. On the landing page of your record, locate the [active workflows]{.smallcaps} section. +3. Click on the name of any active workflow to review that specific workflow's details. +4. Close the detail view for your workflow. +5. Click **{{< fa arrow-right-arrow-left >}} See All Workflows** to see records of workflows by status. + +When you're done, click [{{< fa chevron-right >}}]() to continue. + +:::: + +## {.scrollable} + +:::: {.columns} +::: {.column width="30%" .pr4 .f2} +Review workflows on records & artifacts ::: {.f5 .nt2 .pl2 .mb4} (Scroll down for the full instructions.) From 8d469fb1137939fda62a19aac575e893ac071acb Mon Sep 17 00:00:00 2001 From: Beck <164545837+validbeck@users.noreply.github.com> Date: Fri, 15 May 2026 20:00:58 -0700 Subject: [PATCH 12/19] save --- .../workflows/_view-workflow-executions.qmd | 71 +++++++++++++++++++ .../organizational-oversight-reporting.qmd | 15 +--- site/training/assets/slides.scss | 9 +++ 3 files changed, 82 insertions(+), 13 deletions(-) diff --git a/site/guide/workflows/_view-workflow-executions.qmd b/site/guide/workflows/_view-workflow-executions.qmd index bcb9a7a49..f05533fcc 100644 --- a/site/guide/workflows/_view-workflow-executions.qmd +++ b/site/guide/workflows/_view-workflow-executions.qmd @@ -2,6 +2,7 @@ Refer to the LICENSE file in the root of this repository for details. SPDX-License-Identifier: AGPL-3.0 AND ValidMind Commercial --> +:::: {.content-visible unless-format="revealjs"} Monitor every workflow execution across your organization on a single timeline:^[To view workflows from within a record or artifact, refer to: [Manage workflows](/guide/workflows/manage-workflows.qmd#review-workflows)] 1. In the left sidebar, click **{{< fa arrow-right-arrow-left >}} Workflows**. @@ -64,3 +65,73 @@ Monitor every workflow execution across your organization on a single timeline:^ Click **{{< fa chevron-down >}}** to reveal notes, and **{{< fa chevron-up >}}** to hide them.

[Transition workflows](/guide/workflows/transition-workflows.qmd) + +:::: + + +:::: {.content-hidden unless-format="revealjs"} +Monitor every workflow execution across your organization on a single timeline: + +1. In the left sidebar, click **{{< fa arrow-right-arrow-left >}} Workflows**. + +2. Under the [record type]{.smallcaps} drop-down, select the type of record you want to view all workflow executions for: + + - In the left column, workflows are grouped by inventory record. + - Workflows past their [expected end date]{.smallcaps} are color-coded in [red]{.red}. + +::: {.panel-tabset} + +#### Control the timeline + +Use the buttons or keyboard shortcuts to control the timeline: + +- **{{< fa magnifying-glass-plus >}}** — Zoom in +- **{{< fa magnifying-glass-minus >}}** — Zoom out +- **{{< fa arrow-left >}}** — Move earlier to the left +- **{{< fa calendar-days >}} Go to Today** — Focus on today +- **{{< fa arrow-right >}}** — Move later to the right + +:::: {.pa3 .f5 .embed} + +- **Move timeline left or right** — + - Click and drag + - OR Shift + scroll wheel +- **Slow zoom in or out** —
Alt + scroll wheel +- **Quick zoom in or out** —
Ctrl + scroll wheel + +::: + +#### Search for timeline + +**{{< fa magnifying-glass >}} Search** — Search for records using keywords in the record name. + +#### Filter the timeline + +**{{< fa filter >}} Filter** — Filter the view to display only runs from specific types and statuses of workflows. + +::: + +3. Click on any listed workflow to review the details of that specific workflow: + +::: {.panel-tabset} + +#### Details + +Name and description (if present) of the workflow, the workflow's status and progress (if applicable), when it was created, and when it was started. + +#### Activity + +History of updates to the workflow on that record, including notes submitted during transitions. + +#### Artifacts + +[record workflows only]{.smallercaps .pink} Artifacts for that record created within the duration of that workflow's runtime. + +#### Workflow + +Overview of the entire workflow. The current workflow step is highlighted on this view. + +::: + + +:::: diff --git a/site/training/administrator-fundamentals/organizational-oversight-reporting.qmd b/site/training/administrator-fundamentals/organizational-oversight-reporting.qmd index d41f04aed..fdc3d109f 100644 --- a/site/training/administrator-fundamentals/organizational-oversight-reporting.qmd +++ b/site/training/administrator-fundamentals/organizational-oversight-reporting.qmd @@ -119,7 +119,7 @@ Review workflow executions ::: ::: {.tc} -[Learn more ...](/guide/workflows/manage-workflows.qmd){.button target="_blank"} +[Learn more ...](/guide/workflows/working-with-workflows.qmd#view-all-workflow-executions){.button target="_blank"} :::
Try it **live** on the next page. {{< fa hand-point-right >}} @@ -128,18 +128,7 @@ Review workflow executions ::: {.column width="70%" .bl .pl4 .f4} -Review workflows associated with your records or artifacts: - -::: {.panel-tabset} -### Review active workflows - -{{< include /guide/workflows/_review-active-workflows.qmd >}} - -### Review workflow history - -{{< include /guide/workflows/_review-workflow-history.qmd >}} - -::: +{{< include /guide/workflows/_view-workflow-executions.qmd >}} ::: :::: diff --git a/site/training/assets/slides.scss b/site/training/assets/slides.scss index 9e8fa5195..16bc95f07 100644 --- a/site/training/assets/slides.scss +++ b/site/training/assets/slides.scss @@ -59,6 +59,15 @@ section.has-dark-background a:hover { color: #042426 !important; } +/* Quarto's revealjs theme forces to the presentation root font size, + which makes keyboard keys render much larger than surrounding bullet/body text. + Scale kbd down to inherit from its container so it matches text contexts like .f4/.f5. */ +.reveal .slide kbd { + font-size: inherit; + padding: 0.15em 0.4em; + vertical-align: baseline; +} + .reveal .footer a { color: #DE257E !important; } From a5cc4b3648218ad025e9b5fa5a49ac42a5384581 Mon Sep 17 00:00:00 2001 From: Beck <164545837+validbeck@users.noreply.github.com> Date: Fri, 15 May 2026 20:11:34 -0700 Subject: [PATCH 13/19] Training updated --- .../guide/workflows/_view-workflow-executions.qmd | 15 +++++++++++++-- .../organizational-oversight-reporting.qmd | 13 ++++++------- 2 files changed, 19 insertions(+), 9 deletions(-) diff --git a/site/guide/workflows/_view-workflow-executions.qmd b/site/guide/workflows/_view-workflow-executions.qmd index f05533fcc..13df7399f 100644 --- a/site/guide/workflows/_view-workflow-executions.qmd +++ b/site/guide/workflows/_view-workflow-executions.qmd @@ -85,14 +85,21 @@ Monitor every workflow execution across your organization on a single timeline: Use the buttons or keyboard shortcuts to control the timeline: +::::: {.columns} + +:::: {.column width="50%"} + - **{{< fa magnifying-glass-plus >}}** — Zoom in - **{{< fa magnifying-glass-minus >}}** — Zoom out - **{{< fa arrow-left >}}** — Move earlier to the left - **{{< fa calendar-days >}} Go to Today** — Focus on today - **{{< fa arrow-right >}}** — Move later to the right -:::: {.pa3 .f5 .embed} +:::: + +:::: {.column width="50%"} +::: {.pa3 .f7 .embed} - **Move timeline left or right** — - Click and drag - OR Shift + scroll wheel @@ -101,7 +108,11 @@ Use the buttons or keyboard shortcuts to control the timeline: ::: -#### Search for timeline +:::: + +::::: + +#### Search the timeline **{{< fa magnifying-glass >}} Search** — Search for records using keywords in the record name. diff --git a/site/training/administrator-fundamentals/organizational-oversight-reporting.qmd b/site/training/administrator-fundamentals/organizational-oversight-reporting.qmd index fdc3d109f..2ebc1272e 100644 --- a/site/training/administrator-fundamentals/organizational-oversight-reporting.qmd +++ b/site/training/administrator-fundamentals/organizational-oversight-reporting.qmd @@ -133,18 +133,17 @@ Review workflow executions ::: :::: -## {background-iframe="https://app.prod.validmind.ai/model-inventory" background-interactive="true" data-preload="yes"} +## {background-iframe="https://app.prod.validmind.ai/workflows" background-interactive="true" data-preload="yes"} -:::: {.slideover--b .auto-collapse-10} +:::: {.slideover--b .three-quarters .auto-collapse-10} ::: {.tc} **View all workflow executions** ::: -1. Select the name of your record you registered for this course to open up the record details page. -2. On the landing page of your record, locate the [active workflows]{.smallcaps} section. -3. Click on the name of any active workflow to review that specific workflow's details. -4. Close the detail view for your workflow. -5. Click **{{< fa arrow-right-arrow-left >}} See All Workflows** to see records of workflows by status. +- Use the buttons or keyboard shortcuts to control the timeline +- Use **{{< fa magnifying-glass >}} Search** to search the timeline. +- Use **{{< fa filter >}} Filter** to filter the timeline. +- Click on any listed workflow to review the details of that specific workflow. When you're done, click [{{< fa chevron-right >}}]() to continue. From d6f645e5f14ae78a959f01f806bd9331c63b4535 Mon Sep 17 00:00:00 2001 From: Beck <164545837+validbeck@users.noreply.github.com> Date: Tue, 19 May 2026 11:21:05 -0700 Subject: [PATCH 14/19] Edit --- site/guide/workflows/_view-workflow-executions.qmd | 2 +- .../organizational-oversight-reporting.qmd | 2 +- 2 files changed, 2 insertions(+), 2 deletions(-) diff --git a/site/guide/workflows/_view-workflow-executions.qmd b/site/guide/workflows/_view-workflow-executions.qmd index 13df7399f..bb7381c58 100644 --- a/site/guide/workflows/_view-workflow-executions.qmd +++ b/site/guide/workflows/_view-workflow-executions.qmd @@ -50,7 +50,7 @@ Monitor every workflow execution across your organization on a single timeline:^ [^filter-criteria]: - a. Filter by Inventory criteria. + a. Filter by Inventory criteria. To learn more, expand **How do I create effective filters?** b. Filter by Workflow criteria: - By **Workflow Type**: - Record diff --git a/site/training/administrator-fundamentals/organizational-oversight-reporting.qmd b/site/training/administrator-fundamentals/organizational-oversight-reporting.qmd index 2ebc1272e..1c7496517 100644 --- a/site/training/administrator-fundamentals/organizational-oversight-reporting.qmd +++ b/site/training/administrator-fundamentals/organizational-oversight-reporting.qmd @@ -353,7 +353,7 @@ Organizational oversight & reporting In this final module, you learned how to: - [x] Track updates on models -- [x] Review workflows and workflow history on models +- [x] Review workflows and workflow history - [x] Navigate the analytics dashboard - [x] Create custom report dashboards and visualizations From 1fe70028b020879b8b88ece3f12c9d9ab99667ba Mon Sep 17 00:00:00 2001 From: Beck <164545837+validbeck@users.noreply.github.com> Date: Tue, 19 May 2026 11:50:04 -0700 Subject: [PATCH 15/19] Setup for views single-source --- .../inventory/customize-inventory-layout.qmd | 74 ++++++++++++-- .../manage-views/_organization-views.qmd | 64 ++++++++++++ .../shared/manage-views/_personal-views.qmd | 45 +++++++++ .../templates/_template-schema-generated.qmd | 8 +- .../validation/customize-artifact-layouts.qmd | 47 ++++++++- .../workflows/working-with-workflows.qmd | 99 +------------------ 6 files changed, 225 insertions(+), 112 deletions(-) create mode 100644 site/guide/shared/manage-views/_organization-views.qmd create mode 100644 site/guide/shared/manage-views/_personal-views.qmd diff --git a/site/guide/inventory/customize-inventory-layout.qmd b/site/guide/inventory/customize-inventory-layout.qmd index 35c30517d..dc11ecc1f 100644 --- a/site/guide/inventory/customize-inventory-layout.qmd +++ b/site/guide/inventory/customize-inventory-layout.qmd @@ -62,15 +62,11 @@ Once customized, you can save views for later application for each type of recor ### Manage custom inventory views -:::{.callout title="Saved views are unique to you and do not display for other users in your organization."} - -While customizations to table views apply across all record types, saving a view only applies to that record type. - -::: +#### Manage personal inventory views ::: {.panel-tabset} -#### Save inventory views +#### Save personal views You can save custom table configurations as a view to reapply at any time: @@ -80,7 +76,9 @@ You can save custom table configurations as a view to reapply at any time: {{< include _save-layout-view.qmd >}} -#### Edit or remove saved inventory views +Once you've created a saved personal view, you can share it with others in your organization.^ + +#### Edit or remove saved personal views ::: {.callout-important} Deletion of saved views is permanent. @@ -92,6 +90,68 @@ Deletion of saved views is permanent. ::: +#### Manage organization inventory views + +::: {.callout} +To publish a saved personal view to your organization, you must have permissions to manage shared inventory views.^ + +::: + +::: {.panel-tabset} + +### Share views with your organization + +1. Save a personal inventory view.[^6] + +2. Select **My Views (#)**. + +3. Click on the name of your saved view, or **{{< fa bookmark >}} Select View** if you are not currently displaying a saved view. + +4. Hover over the name of the view you want to share with your organization. + +5. When the **{{< fa ellipsis-vertical >}}** appears, click on it and select **{{< fa upload >}} Publish to Organization**. + +6. (Optional) Edit the [view name]{.smallcaps} and [description]{.smallcaps} for your shared view. + +7. Click **{{< fa upload >}} Publish View** to share your view with your organization. + +### Unshare or remove saved organization views + +#### Unshare saved organization views + +To unshare a saved organization view: + +1. Click on the name of your saved view, or **{{< fa bookmark >}} Select View** if you are not currently displaying a saved view. + +2. Select **Organization (#)**. + +3. Hover over the view you want to remove from shared organization access. + +4. When the **{{< fa ellipsis-vertical >}}** appears, click on it and select **{{< fa download >}} Unpublish**. + +5. Click **Yes, Unpublish View** to confirm removal of the view from shared organization access. + +#### Remove saved organization views + +To remove a saved organization view: + +::: {.callout-important} +Deletion of saved views is permanent. +::: + +1. Click on the name of your saved view, or **{{< fa bookmark >}} Select View** if you are not currently displaying a saved view. + +2. Select **Organization (#)**. + +3. Hover over the view you want to remove from your organization. + +4. When the **{{< fa ellipsis-vertical >}}** appears, click on it and select **{{< fa trash-can >}} Remove View**. + +5. Click **Yes, Remove View** to confirm permanent deletion of that view. + +::: + + diff --git a/site/guide/shared/manage-views/_organization-views.qmd b/site/guide/shared/manage-views/_organization-views.qmd new file mode 100644 index 000000000..236fa2d3f --- /dev/null +++ b/site/guide/shared/manage-views/_organization-views.qmd @@ -0,0 +1,64 @@ + + +::: {.callout} +To publish a saved personal view to your organization, you must have permissions to manage shared workflow timeline views.^[[Manage permissions](/guide/configuration/manage-permissions.qmd)] +::: + +::: {.panel-tabset} + +### Share views with your organization + +:::: {.content-visible when-format="html" when-meta="includes.workflow.view"} +1. Save a personal workflow timeline view.^[[Manage personal timeline views](/guide/workflows/working-with-workflows.qmd#manage-personal-timeline-views)] + +:::: + +2. Select **My Views (#)**. + +3. Click on the name of your saved view, or **{{< fa bookmark >}} Select View** if you are not currently displaying a saved view. + +4. Hover over the name of the view you want to share with your organization. + +5. When the **{{< fa ellipsis-vertical >}}** appears, click on it and select **{{< fa upload >}} Publish to Organization**. + +6. (Optional) Edit the [view name]{.smallcaps} and [description]{.smallcaps} for your shared view. + +7. Click **{{< fa upload >}} Publish View** to share your view with your organization. + +### Unshare or remove saved organization views + +#### Unshare saved organization views + +To unshare a saved organization view: + +1. Click on the name of your saved view, or **{{< fa bookmark >}} Select View** if you are not currently displaying a saved view. + +2. Select **Organization (#)**. + +3. Hover over the view you want to remove from shared organization access. + +4. When the **{{< fa ellipsis-vertical >}}** appears, click on it and select **{{< fa download >}} Unpublish**. + +5. Click **Yes, Unpublish View** to confirm removal of the view from shared organization access. + +#### Remove saved organization views + +To remove a saved organization view: + +::: {.callout-important} +Deletion of saved views is permanent. +::: + +1. Click on the name of your saved view, or **{{< fa bookmark >}} Select View** if you are not currently displaying a saved view. + +2. Select **Organization (#)**. + +3. Hover over the view you want to remove from your organization. + +4. When the **{{< fa ellipsis-vertical >}}** appears, click on it and select **{{< fa trash-can >}} Remove View**. + +5. Click **Yes, Remove View** to confirm permanent deletion of that view. + +::: \ No newline at end of file diff --git a/site/guide/shared/manage-views/_personal-views.qmd b/site/guide/shared/manage-views/_personal-views.qmd new file mode 100644 index 000000000..3d1c3d9f4 --- /dev/null +++ b/site/guide/shared/manage-views/_personal-views.qmd @@ -0,0 +1,45 @@ + + +::: {.panel-tabset} + +### Save personal views + +:::: {.content-visible when-format="html" when-meta="includes.workflow.view"} +1. Apply a search or filters to the workflow timeline.^[[View all workflow executions](/guide/workflows/working-with-workflows.qmd#view-all-workflow-executions)] + +:::: + +2. Click on the name of your saved view, or **{{< fa bookmark >}} Select View** if you are not currently displaying a saved view. + +3. Select **My Views (#)** and click on **{{< fa bookmark >}} Save New View** to create your saved view. + +4. Enter in the **[view name]{.smallcaps}** and **[description]{.smallcaps}** for your saved view. + +5. Click **Add New View** to save your saved view. + +:::: {.content-visible when-format="html" when-meta="includes.workflow.view"} +Once you've created a saved personal view, you can share it with others in your organization.^[[Manage organization workflow timeline views](/guide/workflows/working-with-workflows.qmd#manage-organization-timeline-views)] + +:::: + + +### Edit or remove saved personal views + +::: {.callout-important} +Deletion of saved views is permanent. +::: + +1. Click on the name of your saved view, or **{{< fa bookmark >}} Select View** if you are not currently displaying a saved view. + +2. Select **My Views (#)**. + +3. Hover over the name of the view you want to edit or remove. + +4. When the **{{< fa ellipsis-vertical >}}** appears, click on it and select: + + - **{{< fa pencil >}} Edit View** to edit the [view name]{.smallcaps} and [description]{.smallcaps}. Click **Save Changes** to apply your edits. + - [**{{< fa trash-can >}} Remove View**]{.red} to delete the view. Click **Yes, Delete View** to confirm permanent deletion of that view. + +::: \ No newline at end of file diff --git a/site/guide/templates/_template-schema-generated.qmd b/site/guide/templates/_template-schema-generated.qmd index 62b8a5efb..6408b9201 100644 --- a/site/guide/templates/_template-schema-generated.qmd +++ b/site/guide/templates/_template-schema-generated.qmd @@ -1,12 +1,6 @@ +SPDX-License-Identifier: AGPL-3.0 AND ValidMind Commercial --> ```{=html} diff --git a/site/guide/validation/customize-artifact-layouts.qmd b/site/guide/validation/customize-artifact-layouts.qmd index 47ac87c56..0e75d0f55 100644 --- a/site/guide/validation/customize-artifact-layouts.qmd +++ b/site/guide/validation/customize-artifact-layouts.qmd @@ -66,11 +66,52 @@ Once customized, you can save a view for later application.[^7] ## Manage custom artifact views -:::{.callout} -Saved views are unique to you and do not display for other users in your organization. +#### Manage personal artifact views + +### Save personal views + +You can save custom artifact configurations as a view to reapply at any time for each artifact type: + +1. First, customize an artifact layout.[^6] + + You can also apply filters or sorting before saving your view to include them in the view.[^8] + +{{< include /guide/inventory/_save-layout-view.qmd >}} + +### Edit or remove saved personal views + +::: {.callout-important} +Deletion of saved views is permanent. +::: + +::: {.panel-tabset} + +#### Edit or remove validation issue views + +To modify a saved validation issues view: + +1. In the left sidebar, click **{{< fa triangle-exclamation >}} Validation Issues** for a list of validation issues across all records. + +{{< include /guide/inventory/_remove-layout-view.qmd >}} + +#### Edit or remove all other artifact type views + +To modify a saved view for all other artifact types: + +1. In the left sidebar, click **{{< fa border-all >}} Artifacts** for lists of other artifact types across all records, then select an artifact type[^9] for a list of that artifact type: + + - Policy Exception + - Limitation + +{{< include /guide/inventory/_remove-layout-view.qmd >}} + ::: +#### Manage organization artifact views + + + diff --git a/site/guide/workflows/working-with-workflows.qmd b/site/guide/workflows/working-with-workflows.qmd index 2f54bdc58..b98a909e9 100644 --- a/site/guide/workflows/working-with-workflows.qmd +++ b/site/guide/workflows/working-with-workflows.qmd @@ -45,96 +45,11 @@ Save searches and filters applied to the workflow timeline as a view to reapply #### Manage personal timeline views -::: {.panel-tabset} - -### Save personal views - -1. Apply a search or filters to the workflow timeline.[^3] - -2. Click **{{< fa bookmark >}} Select View** to save your current search and filters. - -3. Select **My Views (#)** and click on **{{< fa bookmark >}} Save New View** to create your saved view. - -Once you've created a saved personal view, you can share it with others in your organization.[^4] - -### Edit or remove saved personal views - -::: {.callout-important} -Deletion of saved views is permanent. -::: - -1. Click on the name of your saved view, or **{{< fa bookmark >}} Select View** if you are not currently displaying a saved view. - -2. Select **My Views (#)**. - -3. Hover over the name of the view you want to edit or remove. - -4. When the **{{< fa ellipsis-vertical >}}** appears, click on it and select: - - - **{{< fa pencil >}} Edit View** to edit the [view name]{.smallcaps} and [description]{.smallcaps}. Click **Save Changes** to apply your edits. - - [**{{< fa trash-can >}} Remove View**]{.red} to delete the view. Click **Yes, Delete View** to confirm permanent deletion of that view. - -::: +{{< include /guide/shared/manage-views/_personal-views.qmd >}} #### Manage organization timeline views -::: {.callout} -To publish a saved personal view to your organization, you must have permissions to manage shared timeline views.[^5] -::: - -::: {.panel-tabset} - -### Share views with your organization - -1. Save a personal workflow timeline view.[^6] - -2. Select **My Views (#)**. - -3. Click on the name of your saved view, or **{{< fa bookmark >}} Select View** if you are not currently displaying a saved view. - -4. Hover over the name of the view you want to share with your organization. - -5. When the **{{< fa ellipsis-vertical >}}** appears, click on it and select **{{< fa upload >}} Publish to Organization**. - -6. (Optional) Edit the [view name]{.smallcaps} and [description]{.smallcaps} for your shared view. - -7. Click **{{< fa upload >}} Publish View** to share your view with your organization. - -### Unshare or remove saved organization views - -#### Unshare saved organization views - -To unshare a saved organization view: - -1. Click on the name of your saved view, or **{{< fa bookmark >}} Select View** if you are not currently displaying a saved view. - -2. Select **Organization (#)**. - -3. Hover over the view you want to remove from shared organization access. - -4. When the **{{< fa ellipsis-vertical >}}** appears, click on it and select **{{< fa download >}} Unpublish**. - -5. Click **Yes, Unpublish View** to confirm removal of the view from shared organization access. - -#### Remove saved organization views - -To remove a saved organization view: - -::: {.callout-important} -Deletion of saved views is permanent. -::: - -1. Click on the name of your saved view, or **{{< fa bookmark >}} Select View** if you are not currently displaying a saved view. - -2. Select **Organization (#)**. - -3. Hover over the view you want to remove from your organization. - -4. When the **{{< fa ellipsis-vertical >}}** appears, click on it and select **{{< fa trash-can >}} Remove View**. - -5. Click **Yes, Remove View** to confirm permanent deletion of that view. - -::: +{{< include /guide/shared/manage-views/_organization-views.qmd >}} ## Work with workflows @@ -147,12 +62,4 @@ Deletion of saved views is permanent. [^1]: [Configure workflows](configure-workflows.qmd) -[^2]: [Manage permissions](/guide/configuration/manage-permissions.qmd) - -[^3]: [View all workflow executions](#view-all-workflow-executions) - -[^4]: [Manage organization timeline views](#manage-organization-timeline-views) - -[^5]: [Manage permissions](/guide/configuration/manage-permissions.qmd) - -[^6]: [Manage personal timeline views](#manage-personal-timeline-views) +[^2]: [Manage permissions](/guide/configuration/manage-permissions.qmd) \ No newline at end of file From 9b86907db8af501570527aa3496a0ff60deb34ae Mon Sep 17 00:00:00 2001 From: Beck <164545837+validbeck@users.noreply.github.com> Date: Tue, 19 May 2026 11:59:49 -0700 Subject: [PATCH 16/19] Edit: Inventory views --- site/guide/inventory/_save-layout-view.qmd | 21 ----- .../inventory/customize-inventory-layout.qmd | 90 +------------------ .../manage-views/_organization-views.qmd | 5 ++ .../shared/manage-views/_personal-views.qmd | 12 +++ .../validation/customize-artifact-layouts.qmd | 44 +-------- 5 files changed, 21 insertions(+), 151 deletions(-) delete mode 100644 site/guide/inventory/_save-layout-view.qmd diff --git a/site/guide/inventory/_save-layout-view.qmd b/site/guide/inventory/_save-layout-view.qmd deleted file mode 100644 index ea195d16d..000000000 --- a/site/guide/inventory/_save-layout-view.qmd +++ /dev/null @@ -1,21 +0,0 @@ - - - - -2. Click **{{< fa bookmark >}} Save View** to save your first view. - - To add subsequent saved views, click **{{< fa bookmark >}} Select View**. - -3. Select **{{< fa bookmark >}} Save New View**. - -4. On the Add New View modal that appears, enter the: - - - **[view name]{.smallcaps}** - - **[description]{.smallcaps}** (optional) - -5. Click **Add New View** to create your saved view. - - - diff --git a/site/guide/inventory/customize-inventory-layout.qmd b/site/guide/inventory/customize-inventory-layout.qmd index dc11ecc1f..d70bc243e 100644 --- a/site/guide/inventory/customize-inventory-layout.qmd +++ b/site/guide/inventory/customize-inventory-layout.qmd @@ -62,95 +62,15 @@ Once customized, you can save views for later application for each type of recor ### Manage custom inventory views -#### Manage personal inventory views - -::: {.panel-tabset} - -#### Save personal views - You can save custom table configurations as a view to reapply at any time: -1. Customize a table view for the **[record type]{.smallcaps}** you want to save a view for.[^7] - - You can also apply filters or sorting before saving your view to include them in the view.[^8] - -{{< include _save-layout-view.qmd >}} - -Once you've created a saved personal view, you can share it with others in your organization.^ - -#### Edit or remove saved personal views - -::: {.callout-important} -Deletion of saved views is permanent. -::: - -1. In the left sidebar, click **{{< fa cubes >}} Inventory**. - -{{< include _remove-layout-view.qmd >}} +#### Manage personal inventory views -::: +{{< include /guide/shared/manage-views/_personal-views.qmd >}} #### Manage organization inventory views -::: {.callout} -To publish a saved personal view to your organization, you must have permissions to manage shared inventory views.^ - -::: - -::: {.panel-tabset} - -### Share views with your organization - -1. Save a personal inventory view.[^6] - -2. Select **My Views (#)**. - -3. Click on the name of your saved view, or **{{< fa bookmark >}} Select View** if you are not currently displaying a saved view. - -4. Hover over the name of the view you want to share with your organization. - -5. When the **{{< fa ellipsis-vertical >}}** appears, click on it and select **{{< fa upload >}} Publish to Organization**. - -6. (Optional) Edit the [view name]{.smallcaps} and [description]{.smallcaps} for your shared view. - -7. Click **{{< fa upload >}} Publish View** to share your view with your organization. - -### Unshare or remove saved organization views - -#### Unshare saved organization views - -To unshare a saved organization view: - -1. Click on the name of your saved view, or **{{< fa bookmark >}} Select View** if you are not currently displaying a saved view. - -2. Select **Organization (#)**. - -3. Hover over the view you want to remove from shared organization access. - -4. When the **{{< fa ellipsis-vertical >}}** appears, click on it and select **{{< fa download >}} Unpublish**. - -5. Click **Yes, Unpublish View** to confirm removal of the view from shared organization access. - -#### Remove saved organization views - -To remove a saved organization view: - -::: {.callout-important} -Deletion of saved views is permanent. -::: - -1. Click on the name of your saved view, or **{{< fa bookmark >}} Select View** if you are not currently displaying a saved view. - -2. Select **Organization (#)**. - -3. Hover over the view you want to remove from your organization. - -4. When the **{{< fa ellipsis-vertical >}}** appears, click on it and select **{{< fa trash-can >}} Remove View**. - -5. Click **Yes, Remove View** to confirm permanent deletion of that view. - -::: - +{{< include /guide/shared/manage-views/_organization-views.qmd >}} @@ -166,7 +86,3 @@ Deletion of saved views is permanent. [^5]: [Manage inventory fields](manage-inventory-fields.qmd) [^6]: [Manage custom inventory views](#manage-custom-inventory-views) - -[^7]: [Customize table view](#customize-table-view) - -[^8]: [Working with the inventory](working-with-the-inventory.qmd) \ No newline at end of file diff --git a/site/guide/shared/manage-views/_organization-views.qmd b/site/guide/shared/manage-views/_organization-views.qmd index 236fa2d3f..29b42d3be 100644 --- a/site/guide/shared/manage-views/_organization-views.qmd +++ b/site/guide/shared/manage-views/_organization-views.qmd @@ -15,6 +15,11 @@ To publish a saved personal view to your organization, you must have permissions :::: +:::: {.content-visible when-format="html" when-meta="includes.inventory"} +1. Save a personal inventory view.^[[Manage personal inventory views](/guide/inventory/customize-inventory-layout.qmd#manage-personal-inventory-views)] + +:::: + 2. Select **My Views (#)**. 3. Click on the name of your saved view, or **{{< fa bookmark >}} Select View** if you are not currently displaying a saved view. diff --git a/site/guide/shared/manage-views/_personal-views.qmd b/site/guide/shared/manage-views/_personal-views.qmd index 3d1c3d9f4..cacb6cd05 100644 --- a/site/guide/shared/manage-views/_personal-views.qmd +++ b/site/guide/shared/manage-views/_personal-views.qmd @@ -11,6 +11,13 @@ SPDX-License-Identifier: AGPL-3.0 AND ValidMind Commercial --> :::: +:::: {.content-visible when-format="html" when-meta="includes.inventory"} +1. Customize a table view for the **[record type]{.smallcaps}** you want to save a view for.^[[Customize table view](/guide/inventory/customize-inventory-layout.qmd#customize-table-view)] + + You can also apply filters or sorting before saving your view to include them in the view.^[[Working with the inventory](/guide/inventory/working-with-the-inventory.qmd)] + +:::: + 2. Click on the name of your saved view, or **{{< fa bookmark >}} Select View** if you are not currently displaying a saved view. 3. Select **My Views (#)** and click on **{{< fa bookmark >}} Save New View** to create your saved view. @@ -24,6 +31,11 @@ Once you've created a saved personal view, you can share it with others in your :::: +:::: {.content-visible when-format="html" when-meta="includes.inventory"} +Once you've created a saved personal view, you can share it with others in your organization.^[[Manage organization inventory views](/guide/inventory/customize-inventory-layout.qmd#manage-organization-inventory-views)] + +:::: + ### Edit or remove saved personal views diff --git a/site/guide/validation/customize-artifact-layouts.qmd b/site/guide/validation/customize-artifact-layouts.qmd index 0e75d0f55..dd60c2a95 100644 --- a/site/guide/validation/customize-artifact-layouts.qmd +++ b/site/guide/validation/customize-artifact-layouts.qmd @@ -76,7 +76,7 @@ You can save custom artifact configurations as a view to reapply at any time for You can also apply filters or sorting before saving your view to include them in the view.[^8] -{{< include /guide/inventory/_save-layout-view.qmd >}} + ### Edit or remove saved personal views @@ -110,48 +110,6 @@ To modify a saved view for all other artifact types: #### Manage organization artifact views - From c6d08d9406f87de2c05a8a02734e4d3eb50a84c1 Mon Sep 17 00:00:00 2001 From: Beck <164545837+validbeck@users.noreply.github.com> Date: Tue, 19 May 2026 12:14:23 -0700 Subject: [PATCH 17/19] Edit: Artifact views --- site/guide/inventory/_remove-layout-view.qmd | 44 ----------------- .../shared/manage-views/_personal-views.qmd | 34 +++++++++++++ .../validation/_remove-artifact-view.qmd | 14 ++++++ .../validation/customize-artifact-layouts.qmd | 49 +++---------------- 4 files changed, 54 insertions(+), 87 deletions(-) delete mode 100644 site/guide/inventory/_remove-layout-view.qmd create mode 100644 site/guide/validation/_remove-artifact-view.qmd diff --git a/site/guide/inventory/_remove-layout-view.qmd b/site/guide/inventory/_remove-layout-view.qmd deleted file mode 100644 index 8401ffa09..000000000 --- a/site/guide/inventory/_remove-layout-view.qmd +++ /dev/null @@ -1,44 +0,0 @@ - - - - - - -:::: {.content-visible when-format="html" when-meta="includes.inventory"} -2. Select the **[record type]{.smallcaps}** you want to remove a view for from the drop-down menu. - -3. Click **{{< fa bookmark >}} Select View**. - -4. Hover over the view you want to modify. - -5. When the **{{< fa ellipsis-vertical >}}** appears, click on it to edit the name or description or to delete the view: - - - To edit a view, select **{{< fa pencil >}} Edit View**. Make your edits then click **Save Changes** to apply your adjustments. - - To remove a view, select [**{{< fa trash-can >}} Remove View**]{.red}. Click **Yes, Delete View** to confirm permanent deletion of that view. - -:::: - - - -:::: {.content-visible when-format="html" unless-meta="includes.inventory"} -3. Click **{{< fa bookmark >}} Select View**. - -4. Hover over the view you want to modify. - -5. When the **{{< fa ellipsis-vertical >}}** appears, click on it to edit the name or description or to delete the view: - - - To edit a view, select **{{< fa pencil >}} Edit View**. Make your edits then click **Save Changes** to apply your adjustments. - - To remove a view, select [**{{< fa trash-can >}} Remove View**]{.red}. Click **Yes, Delete View** to confirm permanent deletion of that view. - -:::: - diff --git a/site/guide/shared/manage-views/_personal-views.qmd b/site/guide/shared/manage-views/_personal-views.qmd index cacb6cd05..5a5755bd5 100644 --- a/site/guide/shared/manage-views/_personal-views.qmd +++ b/site/guide/shared/manage-views/_personal-views.qmd @@ -18,6 +18,13 @@ SPDX-License-Identifier: AGPL-3.0 AND ValidMind Commercial --> :::: +:::: {.content-visible when-format="html" when-meta="includes.artifacts"} +1. First, customize an artifact layout.^[[Customize artifact layouts](/guide/validation/customize-artifact-layouts.qmd#customize-artifact-layouts-by-type)] + + You can also apply filters or sorting before saving your view to include them in the view.^[[View and filter artifacts](/guide/validation/view-filter-artifacts.qmd#filter-and-sort-artifacts)] + +:::: + 2. Click on the name of your saved view, or **{{< fa bookmark >}} Select View** if you are not currently displaying a saved view. 3. Select **My Views (#)** and click on **{{< fa bookmark >}} Save New View** to create your saved view. @@ -43,6 +50,8 @@ Once you've created a saved personal view, you can share it with others in your Deletion of saved views is permanent. ::: +:::: {.content-visible when-format="html" unless-meta="includes.artifacts"} + 1. Click on the name of your saved view, or **{{< fa bookmark >}} Select View** if you are not currently displaying a saved view. 2. Select **My Views (#)**. @@ -54,4 +63,29 @@ Deletion of saved views is permanent. - **{{< fa pencil >}} Edit View** to edit the [view name]{.smallcaps} and [description]{.smallcaps}. Click **Save Changes** to apply your edits. - [**{{< fa trash-can >}} Remove View**]{.red} to delete the view. Click **Yes, Delete View** to confirm permanent deletion of that view. +:::: + + +:::: {.content-visible when-format="html" when-meta="includes.artifacts"} +#### Edit or remove validation issue views + +To modify a saved validation issues view: + +1. In the left sidebar, click **{{< fa triangle-exclamation >}} Validation Issues** for a list of validation issues across all records. + +{{< include /guide/validation/_remove-artifact-view.qmd >}} + +#### Edit or remove all other artifact type views + +To modify a saved view for all other artifact types: + +1. In the left sidebar, click **{{< fa border-all >}} Artifacts** for lists of other artifact types across all records, then select an artifact type^[[Manage artifact types](/guide/validation/manage-artifact-types.qmd)] for a list of that artifact type: + + - Policy Exception + - Limitation + +{{< include /guide/validation/_remove-artifact-view.qmd >}} + +:::: + ::: \ No newline at end of file diff --git a/site/guide/validation/_remove-artifact-view.qmd b/site/guide/validation/_remove-artifact-view.qmd new file mode 100644 index 000000000..6fa4ae176 --- /dev/null +++ b/site/guide/validation/_remove-artifact-view.qmd @@ -0,0 +1,14 @@ + + +2. Click on the name of your saved view, or **{{< fa bookmark >}} Select View** if you are not currently displaying a saved view. + +3. Select **My Views (#)**. + +4. Hover over the name of the view you want to edit or remove. + +5. When the **{{< fa ellipsis-vertical >}}** appears, click on it and select: + + - **{{< fa pencil >}} Edit View** to edit the [view name]{.smallcaps} and [description]{.smallcaps}. Click **Save Changes** to apply your edits. + - [**{{< fa trash-can >}} Remove View**]{.red} to delete the view. Click **Yes, Delete View** to confirm permanent deletion of that view. \ No newline at end of file diff --git a/site/guide/validation/customize-artifact-layouts.qmd b/site/guide/validation/customize-artifact-layouts.qmd index dd60c2a95..faa21838e 100644 --- a/site/guide/validation/customize-artifact-layouts.qmd +++ b/site/guide/validation/customize-artifact-layouts.qmd @@ -7,6 +7,8 @@ date: last-modified aliases: - customize-model-findings-layouts.qmd - /guide/model-validation/customize-artifact-layouts.html +includes: + artifacts: true --- Configure the information that displays by default on the list of all tracked artifacts for each artifact type. @@ -66,50 +68,15 @@ Once customized, you can save a view for later application.[^7] ## Manage custom artifact views -#### Manage personal artifact views - -### Save personal views - You can save custom artifact configurations as a view to reapply at any time for each artifact type: -1. First, customize an artifact layout.[^6] - - You can also apply filters or sorting before saving your view to include them in the view.[^8] - - - -### Edit or remove saved personal views - -::: {.callout-important} -Deletion of saved views is permanent. -::: - -::: {.panel-tabset} - -#### Edit or remove validation issue views - -To modify a saved validation issues view: - -1. In the left sidebar, click **{{< fa triangle-exclamation >}} Validation Issues** for a list of validation issues across all records. - -{{< include /guide/inventory/_remove-layout-view.qmd >}} - -#### Edit or remove all other artifact type views - -To modify a saved view for all other artifact types: - -1. In the left sidebar, click **{{< fa border-all >}} Artifacts** for lists of other artifact types across all records, then select an artifact type[^9] for a list of that artifact type: - - - Policy Exception - - Limitation - -{{< include /guide/inventory/_remove-layout-view.qmd >}} - -::: +#### Manage personal artifact views +{{< include /guide/shared/manage-views/_personal-views.qmd >}} #### Manage organization artifact views +testing 123 @@ -126,8 +93,4 @@ To modify a saved view for all other artifact types: [^6]: [Manage artifact fields](manage-artifact-fields.qmd) -[^7]: [Manage custom artifact views](#manage-custom-artifact-views) - -[^8]: [Filter and sort artifacts](view-filter-artifacts.qmd#filter-and-sort-artifacts) - -[^9]: [Manage artifact types](/guide/validation/manage-artifact-types.qmd) +[^7]: [Manage custom artifact views](#manage-custom-artifact-views) \ No newline at end of file From b9ba4ad35efa50a27a4f073d88d5e8e0992ff34c Mon Sep 17 00:00:00 2001 From: Beck <164545837+validbeck@users.noreply.github.com> Date: Tue, 19 May 2026 12:15:51 -0700 Subject: [PATCH 18/19] Save --- site/guide/shared/manage-views/_organization-views.qmd | 5 +++++ site/guide/shared/manage-views/_personal-views.qmd | 6 ++++++ 2 files changed, 11 insertions(+) diff --git a/site/guide/shared/manage-views/_organization-views.qmd b/site/guide/shared/manage-views/_organization-views.qmd index 29b42d3be..1c866adb5 100644 --- a/site/guide/shared/manage-views/_organization-views.qmd +++ b/site/guide/shared/manage-views/_organization-views.qmd @@ -20,6 +20,11 @@ To publish a saved personal view to your organization, you must have permissions :::: +:::: {.content-visible when-format="html" when-meta="includes.artifacts"} +1. Save a personal artifact view.^[[Manage personal artifact views](/guide/validation/customize-artifact-layouts.qmd#manage-personal-artifact-views)] + +:::: + 2. Select **My Views (#)**. 3. Click on the name of your saved view, or **{{< fa bookmark >}} Select View** if you are not currently displaying a saved view. diff --git a/site/guide/shared/manage-views/_personal-views.qmd b/site/guide/shared/manage-views/_personal-views.qmd index 5a5755bd5..7edd21b64 100644 --- a/site/guide/shared/manage-views/_personal-views.qmd +++ b/site/guide/shared/manage-views/_personal-views.qmd @@ -43,6 +43,12 @@ Once you've created a saved personal view, you can share it with others in your :::: +:::: {.content-visible when-format="html" when-meta="includes.artifacts"} +Once you've created a saved personal view, you can share it with others in your organization.^[[Manage organization artifact views](/guide/validation/customize-artifact-layouts.qmd#manage-organization-artifact-views)] + +:::: + + ### Edit or remove saved personal views From 36f296ff6d66975a396a6e9c1f2224d9ab11e4dc Mon Sep 17 00:00:00 2001 From: Beck <164545837+validbeck@users.noreply.github.com> Date: Tue, 19 May 2026 12:27:50 -0700 Subject: [PATCH 19/19] Proofread --- site/guide/inventory/customize-inventory-layout.qmd | 2 +- site/guide/shared/manage-views/_personal-views.qmd | 3 +-- site/guide/validation/customize-artifact-layouts.qmd | 2 +- .../organizational-oversight-reporting.qmd | 4 ++-- 4 files changed, 5 insertions(+), 6 deletions(-) diff --git a/site/guide/inventory/customize-inventory-layout.qmd b/site/guide/inventory/customize-inventory-layout.qmd index d70bc243e..250efa80e 100644 --- a/site/guide/inventory/customize-inventory-layout.qmd +++ b/site/guide/inventory/customize-inventory-layout.qmd @@ -79,7 +79,7 @@ You can save custom table configurations as a view to reapply at any time: [^2]: [Customize table view](#customize-table-view) -[^3]: [Working with the inventory](working-with-the-inventory.qmd) +[^3]: [Working with the inventory](working-with-the-inventory.qmd#search-filter-and-sort-records) [^4]: [Swap between views](#swap-between-views) diff --git a/site/guide/shared/manage-views/_personal-views.qmd b/site/guide/shared/manage-views/_personal-views.qmd index 7edd21b64..b4dc370bf 100644 --- a/site/guide/shared/manage-views/_personal-views.qmd +++ b/site/guide/shared/manage-views/_personal-views.qmd @@ -19,7 +19,7 @@ SPDX-License-Identifier: AGPL-3.0 AND ValidMind Commercial --> :::: :::: {.content-visible when-format="html" when-meta="includes.artifacts"} -1. First, customize an artifact layout.^[[Customize artifact layouts](/guide/validation/customize-artifact-layouts.qmd#customize-artifact-layouts-by-type)] +1. First, customize an artifact layout.^[[Customize artifact layouts by type](/guide/validation/customize-artifact-layouts.qmd#customize-artifact-layouts-by-type)] You can also apply filters or sorting before saving your view to include them in the view.^[[View and filter artifacts](/guide/validation/view-filter-artifacts.qmd#filter-and-sort-artifacts)] @@ -49,7 +49,6 @@ Once you've created a saved personal view, you can share it with others in your :::: - ### Edit or remove saved personal views ::: {.callout-important} diff --git a/site/guide/validation/customize-artifact-layouts.qmd b/site/guide/validation/customize-artifact-layouts.qmd index faa21838e..150fc3e61 100644 --- a/site/guide/validation/customize-artifact-layouts.qmd +++ b/site/guide/validation/customize-artifact-layouts.qmd @@ -76,7 +76,7 @@ You can save custom artifact configurations as a view to reapply at any time for #### Manage organization artifact views -testing 123 +{{< include /guide/shared/manage-views/_organization-views.qmd >}} diff --git a/site/training/administrator-fundamentals/organizational-oversight-reporting.qmd b/site/training/administrator-fundamentals/organizational-oversight-reporting.qmd index 1c7496517..ecfb3bf89 100644 --- a/site/training/administrator-fundamentals/organizational-oversight-reporting.qmd +++ b/site/training/administrator-fundamentals/organizational-oversight-reporting.qmd @@ -352,7 +352,7 @@ Organizational oversight & reporting ::: {.column width="70%" .bl .pl4 .f3} In this final module, you learned how to: -- [x] Track updates on models +- [x] Track updates on records - [x] Review workflows and workflow history - [x] Navigate the analytics dashboard - [x] Create custom report dashboards and visualizations @@ -362,7 +362,7 @@ In this final module, you learned how to: ::: {.f2}
-There is more that {{< var vm.product >}} can do to help you oversee models and unite your model risk management teams within one comprehensive tool: +There is more that {{< var vm.product >}} can do to help you oversee records and unite your risk management teams within one comprehensive tool: ::: ::: {.tc}