docs: Saved views for inventory record/artifact fields

[validbeck]

Pull Request Description

What and why?

sc-15704

You can save and share layouts for inventory record and artifact fields. Documentation updated to support this functionality.

How to test

Click on the live previews and confirm that the changes are good/accurate:

OLD	NEW	Changes
Customize record overview page	Customize record overview page	Net-new section: "Manage record field layouts"
Customize artifact overview page	Customize artifact overview page	Net-new section: "Manage artifact field layouts"

What needs special review?

n/a

Dependencies, breaking changes, and deployment notes

n/a

Release notes

Covered by:

• https://github.com/validmind/frontend/pull/2463
• https://github.com/validmind/frontend/pull/2617
• https://github.com/validmind/backend/pull/3033
• https://github.com/validmind/backend/pull/3203
• https://github.com/validmind/frontend/pull/2617
• https://github.com/validmind/backend/pull/3203

Checklist

• What and why
• Screenshots or videos (Frontend)
• How to test
• What needs special review
• Dependencies, breaking changes, and deployment notes
• Labels applied
• PR linked to Shortcut
• Unit tests added (Backend)
• Tested locally
• Documentation updated (if required)
• Environment variable additions/changes documented (if required)

[jamadriz]

One blocking typo in _personal-field-views.qmd — see inline comment.

[jamadriz]

Additional frontend alignment notes from implementation review (ManagePageLayoutViewsButton, EditPageLayoutModal, src/copy/base.en.ts).

[jamadriz]

👌🏼

[github-actions]

PR Summary

This pull request focuses on refining the textual labels and the inclusion logic within our documentation regarding user profiles, inventory, artifact layouts, and workflow views. Key changes include:

• Updating UI labels such as changing 'See my profile' to 'View my Profile'.
• Replacing generic partial includes (e.g., _personal-views.qmd and _organization-views.qmd) with more descriptive table and field view includes (e.g., _personal-table-views.qmd, _organization-table-views.qmd, _personal-field-views.qmd, and _organization-field-views.qmd).
• Introducing a new section for managing record field layouts which guides users on how to save and manage custom layouts for inventory records, complete with local session save notes.
• Enhancing sections in both inventory and artifact layout pages by renaming menu options (e.g., updating 'Change fields display' to 'Change Field Configuration') and adding context such as session storage details.
• Updating reference footnotes to correctly point to the new sections and improves consistency across the documentation.
• Supplementing new callout panels in shared view documentation to explain organizational view sharing, unpublishing, deleting, and editing workflows.

These changes aim to improve clarity and user experience by providing consistent and descriptive labels along with proper instructional flows in the documentation.

Test Suggestions

• Verify that all updated UI labels are correctly rendered in the documentation pages, especially the changes from 'See my profile' to 'View my Profile'.
• Check that the new includes (e.g., _personal-table-views.qmd, _organization-table-views.qmd) are correctly referenced and loaded in all relevant pages for inventory, artifact, and workflow views.
• Test navigation through the inventory and artifact configuration pages to ensure that all callouts, footnotes, and layout management sections correctly link to the new sections.
• Review the session storage note to confirm that instructions regarding local layout saving are clear and properly formatted.

[github-actions]

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