docs: All workflows timeline (#1335)

* Setup

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* Manage personal timeline views

* save

* Manage organization timeline views:

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* Edit

* Setup for views single-source

* Edit: Inventory views

* Edit: Artifact views

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Author: validbeck

site/guide/inventory/_remove-layout-view.qmd

@@ -62,38 +62,15 @@ 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.
-
-:::
-
-::: {.panel-tabset}
-
-#### 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]
+#### Manage personal inventory views
 
-    You can also apply filters or sorting before saving your view to include them in the view.[^8]
+{{< include /guide/shared/manage-views/_personal-views.qmd >}}
 
-{{< include _save-layout-view.qmd >}}
+#### Manage organization inventory views
 
-#### Edit or remove saved inventory views
-
-::: {.callout-important}
-Deletion of saved views is permanent.
-:::
-
-1. In the left sidebar, click **{{< fa cubes >}} Inventory**.
-
-{{< include _remove-layout-view.qmd >}}
-
-:::
+{{< include /guide/shared/manage-views/_organization-views.qmd >}}
 
 
 <!-- FOOTNOTES -->
@@ -102,14 +79,10 @@ Deletion of saved views is permanent.
 
 [^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)
 
 [^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)

site/guide/inventory/_save-layout-view.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 +55,22 @@ 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"}
+::: {.pl4 .pr3}
+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, by field group.
+:::
+
+::::
+
 :::: {.content-visible when-format="html" when-meta="includes.all"}
 :::: {.columns}
 
@@ -68,7 +79,7 @@ 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}
@@ -83,15 +94,28 @@ Value editor
 
 ::::
 
-::: {.column width="100%" .pl4 .pr3}
-[Workflow Filters]{.small-text}
+:::: {.columns}
 
-- **[workflow fields]{.smallcaps}** — Workflow properties, such as the workflow status, trigger, workflow target (type of workflow), or target type (subcategory of workflow target).
+::: {.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.
+- **[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}
+[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).
 :::
 
 ::::
 
+::::
+
 
 3. From the operator dropdown, select one of:<br>[Available operators update based on the field selector]{.small-text}
 

site/guide/inventory/customize-inventory-layout.qmd

@@ -0,0 +1,74 @@
+<!-- Copyright © 2023-2026 ValidMind Inc. All rights reserved.
+Refer to the LICENSE file in the root of this repository for details.
+SPDX-License-Identifier: AGPL-3.0 AND ValidMind Commercial -->
+
+::: {.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)]
+
+::::
+
+:::: {.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)]
+
+::::
+
+:::: {.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.
+
+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.
+
+:::

site/guide/shared/_work-with-filters.qmd

@@ -0,0 +1,96 @@
+<!-- Copyright © 2023-2026 ValidMind Inc. All rights reserved.
+Refer to the LICENSE file in the root of this repository for details.
+SPDX-License-Identifier: AGPL-3.0 AND ValidMind Commercial -->
+
+::: {.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)]
+
+::::
+
+:::: {.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)]
+
+::::
+
+:::: {.content-visible when-format="html" when-meta="includes.artifacts"}
+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)]
+
+::::
+
+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)]
+
+::::
+
+:::: {.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)]
+
+::::
+
+:::: {.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
+
+::: {.callout-important}
+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 (#)**.
+
+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.
+
+::::
+
+
+:::: {.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 >}}
+
+::::
+
+:::

site/guide/shared/manage-views/_organization-views.qmd

@@ -0,0 +1,14 @@
+<!-- Copyright © 2023-2026 ValidMind Inc. All rights reserved.
+Refer to the LICENSE file in the root of this repository for details.
+SPDX-License-Identifier: AGPL-3.0 AND ValidMind Commercial -->
+
+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.