Customize artifact overview page

Configure what and how artifact fields appear when you pull up artifacts logged on records.

NoneChanges are automatically saved to your account and do not affect other users.

Customizations will apply to all artifacts of the same type in your inventory.

Prerequisites

• You are logged in to ValidMind.
• There are records registered in the inventory.¹
• There are artifacts logged on records.²

¹ Register records in the inventory

² Log artifacts

Organize, show, or hide artifact fields

1. Open an artifact logged on any record.³

2. On the artifact details page, click the Artifact Fields tab.

3. Click on Manage Fields:

   Show {#} Columns

   Under Show {#} Columns, click increase or to decrease the number of columns shown.

   Change Field Configuration

   1. Click Change Field Configuration to configure the artifact fields⁴ that appear:

      • To hide fields or field groups from view: Hover over an artifact field, then click .
      • To show previously hidden fields or field groups: Hover over an artifact field, then click .
      • To rearrange the order of fields and field groups: Click and hold, then drag-and-drop.
      • To pin a field to the Overview tab: Hover over the field, then click to highlight the field.⁵
      To narrow down your list of fields:

      • Click Search by group or field name to search for specific artifact fields.
      • To show only highlighted fields, click Show only highlighted in overview .

   2. Click Save Configuration to apply your changes to all overview pages for that artifact type.

      Your layout will be saved locally to your browser’s session.⁶

³ View and filter artifacts

⁴ Manage artifact fields

⁵ Highlight artifact fields

⁶ To save a named layout for reuse or sharing, refer to: Manage artifact field layouts

Highlight artifact fields

To pin artifact fields to the Overview tab for quick access:

1. Open an artifact logged on any record.⁷

2. On the artifact details page, select either the Overview or Artifact Fields tab:

   Overview tab

   • If there are no highlighted fields: Click on Highlight fields.
   • If there are already highlighted fields: Click on Manage Fields and select Change Field Configuration.

   Artifact Fields tab

   Click on Manage Fields and select Change Field Configuration.

3. Hover over an artifact field, then click and select your Highlight Tone:

   • Normal
   • Loud
   • Loudest

   To unpin a highlighted field: Hover over the field, then click and select Don’t highlight.

4. Confirm that the right artifact fields are pinned to the Overview tab with the correct highlight tone.

⁷ View and filter artifacts

Manage artifact field layouts

You can save custom artifact field layouts to reapply at any time for each artifact type:

1. Open an artifact logged on any record.⁸

2. On the artifact details page, click the Artifact Fields tab.

3. Click on Manage Fields and select Change Field Configuration to organize, show, or hide artifact fields as desired.⁹

4. Save a personal or publish a shared organization artifact field layout:

⁸ View and filter artifacts

⁹ Organize, show, or hide artifact fields

Manage personal artifact field layouts

Save personal layouts

Save your first layout

1. Click Select Layout and select My Configurations (#).

2. Click Save as New Configuration to save changes as a new layout. Enter the:

   • Layout Name
   • (Optional) Description

3. Click Save New Layout to create your new layout.

Save additional layouts

1. Click {Layout Name}* where {Layout Name} is the name of your currently active layout.

2. Click My Configurations (#).

3. Select:

   • Update Configuration to save changes to the layout you are currently editing. Select Yes, Update Layout to apply your changes.
   • Save as New Configuration to save changes as a new layout. Edit the Layout Name and (Optional) Description for your new layout. Click Save New Layout to create your new layout.

Edit or remove personal layouts

Deletion of saved layouts is permanent.

1. Click {Layout Name}* where {Layout Name} is the name of your currently active layout.

2. Click My Configurations (#).

3. Hover over the name of the layout you want to edit or remove.

4. When the menu appears, click on it and select:

   • Edit Configuration to edit the Layout Name and Description. Click Save Changes to apply your edits.
   • Remove Layout to delete the layout. Click Yes, Delete Layout to confirm permanent deletion of that layout.

Set saved personal layout as default

Setting a personal layout as default will override your organization default for only you. Only one layout can be set as your personal default.

1. Click {Layout Name}* where {Layout Name} is the name of your currently active layout.

2. Click My Configurations (#).

3. Hover over the name of the layout you want to set as your personal default.

4. When the menu appears, click on it and select Set as My Default.

Manage organization artifact field layouts

To publish a saved personal layout to your organization, you must have permissions to manage shared artifact field layouts.¹⁰

¹⁰ Manage permissions

Share layouts

1. Save a personal artifact field layout.¹¹

¹¹ Organize, show, or hide artifact fields

2. Click {Layout Name} where {Layout Name} is the name of your currently active layout.

3. Click My Configurations (#).

4. Hover over the name of the layout you want to share with your organization.

5. When the menu appears, click on it and select Publish to Organization.

6. (Optional) Edit the Layout Name and Description for your shared layout.

7. Click Publish Layout to share your layout with your organization.

Unpublish or remove shared layouts

Unpublish shared organization layouts

To unshare a saved organization layout:

1. Click {Layout Name} where {Layout Name} is the name of your currently active layout.

2. Select Organization (#).

3. Hover over the layout you want to remove from shared organization access.

4. When the menu appears, click on it and select Unpublish.

5. Click Yes, Unpublish Layout to confirm removal of the layout from shared organization access.

Remove shared organization layouts

To remove a saved organization layout:

Deletion of saved layouts is permanent.

1. Click {Layout Name} where {Layout Name} is the name of your currently active layout.

2. Select Organization (#).

3. Hover over the layout you want to remove from your organization.

4. When the menu appears, click on it and select Delete Layout.

5. Click Yes, Delete Layout to confirm permanent deletion of that layout.

Edit shared layouts

Editing while a shared layout is active updates your personal default layout instead of modifying the organization layout. To edit a shared organization layout:

1. Unpublish the shared layout from your organization.

2. Make the desired changes to your personal layout.

3. Share the edited layout with your organization.

Set shared layout as default

Only one layout can be set as the organization default.

1. Click {Layout Name} where {Layout Name} is the name of your currently active layout.

2. Click Organization (#).

3. Hover over the name of the layout you want to set as the organization default.

4. When the menu appears, click on it and select Set as Organization Default.