Global entity page

Is there a way to create a page that lists entities from multiple projects?

I have a project called Media Requests for which I have created a custom non-project entity called an “Art Request”. These come from all over our company into the Art department for every project we do and they are moslty one-offs.

Currently I have them all organized into the one project so that I can manage them all in one place, but it would be really great to be able to link them out to specific projects so that there is visibility both from within the project but also from a global dashboard page.

2 Likes

Hi @Jessica_Westbrook,

Thanks for Posting!

It’s something we could do with a non-project entity + saved page filter, and a global page.

Currently you have all Art Requests in one project, so follow the steps below:

  • Specify Art Requests to projects they are supposed to be

  • Go to the Art Request non-project entity page in each project and add the following Saved Filter

  • Go to Design Mode of the Art Request page of any project and then Save Page as, you will see the following dialog, remove the project value before you Create Page, this way you create a Global Page.

  • When it lands you on that global page, go to Design Mode of the global page, to configure it from a private global page to a shared one

  • At last, remove the Saved Filter on the Global Page to show all Art Requests from all projects, which makes the current page a global dashboard page.

Here is what you could see:

Hope I made myself understood.

2 Likes

Hello Ben,
I believe I have a similar/adjacent issue. I am trying to design a new Demo Reel Request process to manage and process artist requests to use project materials for their demo reels. A tag wouldn’t work because we hope to have multiple people interested in the same version (and make less work in terms of getting permissions from the clients for us!). The entity would need to be global as I would like to create a dashboard to view all requested versions by artist regardless of project with the EP.
Please. Help.
Thanks!

You can create a page that shows all versions, even if they are in projects. Just as Ben described. I find this better than NonProjectEntities.

This does not work!!!
If you do not set a value in the “Project” field of the “Page” object, then when you open the page where “Filter: Project - Current Project” is created, rows where “Project” is not set are displayed

The custom page does not appear in the “Project Pages” section! Displayed only in the “All pages” tab - where there is no link to the project