docs: New record/artifact details/fields editing & field highlighting

site/faq/faq-validation.qmd

@@ -75,7 +75,7 @@ Custom artifact types support the same features as default types, including cust
 
 [^3]: [Assess compliance](/guide/validation/assess-compliance.qmd)
 
-[^4]: [Add and manage artifacts](/guide/validation/add-manage-artifacts.qmd)
+[^4]: [Log artifacts](/guide/validation/log-artifacts.qmd)
 
 [^5]: [View and filter artifacts](/guide/validation/view-filter-artifacts.qmd)
 

site/get-started/validator/quickstart-validator.qmd

@@ -177,5 +177,6 @@ Now that you've grasped the basics of using {{< var vm.product >}} for validatio
 
 [^5]: [Assess compliance](/guide/validation/assess-compliance.qmd#map-evidence)
 
-[^6]: [Add and manage artifacts](/guide/validation/add-manage-artifacts.qmd#add-artifacts-on-validation-reports)
+[^6]: [Log artifacts](/guide/validation/log-artifacts.qmd#add-artifacts-on-validation-reports)
+
 

site/guide/_sidebar.yaml

@@ -153,7 +153,8 @@ website:
               contents:
                 - guide/validation/view-filter-artifacts.qmd
                 - guide/validation/customize-artifact-layouts.qmd
-                - guide/validation/add-manage-artifacts.qmd
+                - guide/validation/log-artifacts.qmd
+                - guide/validation/update-artifacts.qmd
                 - guide/validation/customize-artifact-overview-page.qmd
         - text: "---"
         - section: "Reporting"

site/guide/documentation/content_blocks/_reference-field-values.qmd

@@ -10,7 +10,7 @@ SPDX-License-Identifier: AGPL-3.0 AND ValidMind Commercial -->
 
 :::: {.content-visible unless-format="revealjs" when-meta="includes.blocks"}
 - The associated record's inventory fields^[[Edit inventory fields](/guide/inventory/edit-inventory-fields.qmd)]
-- Fields from artifacts logged on the associated record^[[Add and manage artifacts](/guide/validation/add-manage-artifacts.qmd)]
+- Fields from artifacts logged on the associated record^[[Working with artifacts](/guide/validation/working-with-artifacts.qmd)]
 
 1. Click **{ } Insert Variable {{< fa angle-down >}}** in the toolbar while editing a content block.
 

site/guide/inventory/_field-types.qmd

@@ -62,7 +62,7 @@ Attachments
 
 :::: {.content-visible when-format="html" when-meta="includes.artifacts"}
 Attachments
-: Upload supporting files for your artifact.^[[Manage attachments on artifacts](/guide/validation/add-manage-artifacts.qmd#manage-attachments)] Files must be less than 50 MB each in size.
+: Upload supporting files for your artifact.^[[Manage attachments on artifacts](/guide/validation/update-artifacts.qmd#manage-attachments)] Files must be less than 50 MB each in size.
 ::::
 
 Calculation
@@ -302,7 +302,7 @@ User
 
 :::: {.content-hidden unless-format="revealjs"}
 Attachments
-: Upload supporting files for your [record](/guide/inventory/edit-inventory-fields.qmd#manage-attachments){target="_blank"} or [artifact](/guide/validation/add-manage-artifacts.qmd#manage-attachments){target="_blank"}. Files must be less than 50 MB each in size.
+: Upload supporting files for your [record](/guide/inventory/edit-inventory-fields.qmd#manage-attachments){target="_blank"} or [artifact](/guide/validation/update-artifacts.qmd#manage-attachments){target="_blank"}. Files must be less than 50 MB each in size.
 
 Calculation
 : Define a `formula(params)` function that reads field values from the `params` dictionary (`params["fieldKey"]`) and returns a read-only value. Formulas are written in Starlark and have access to a set of built-in helpers for dates, numbers, and lists.

site/guide/inventory/configure-record-interdependencies.qmd

@@ -29,15 +29,12 @@ affected by or affects other records in your inventory.
 
 3. Select a record or find your record by applying a filter or searching for it.[^5]
 
-4. Any existing record interdependencies are shown under the **Interdependencies** section.
-
-    On the interactive flowchart, the currently viewed record is highlighted:
+4. On the record details page, click the **Interdependencies** tab to view an interactive flowchart:
 
+    - The currently viewed record is highlighted with a blinking animation.
     - Click and drag to change what area is displayed on the flowchart.
     - To zoom in and out, use your mouse scroll button or zoom trackpad gesture.
 
-    ![Example record interdependencies](record-interdependencies.png){fig-alt="A screenshot showing example record interdependencies" .screenshot}
-
 ## Edit interdependencies
 
 1. In the left sidebar, click **{{< fa cubes >}} Inventory**.
@@ -46,40 +43,26 @@ affected by or affects other records in your inventory.
 
 3. Select a record or find your record by applying a filter or searching for it.[^7]
 
-4. Click **{{< fa square-plus >}} Manage Dependencies** to open up the interdependencies detail menu.
+4. On the record details page, click the **Interdependencies** tab.
 
-5. Select either the **{{< fa arrow-up >}} Upstream** or **{{< fa arrow-down >}} Downstream** tab:
+5. Click **{{< fa square-plus >}} Manage Dependencies** to open up the interdependencies detail menu.
+
+6. Select either the **{{< fa arrow-up >}} Upstream** or **{{< fa arrow-down >}} Downstream** tab:
 
     - **Upstream** — Provides input or intermediate results to another record.
     - **Downstream** — Receives input and typically performs further processing, predictions, or actions based on that input.
 
     You can swap between the **{{< fa arrow-up >}} Upstream** or **{{< fa arrow-down >}} Downstream** tabs to set both interdependency types at once.
 
-6. On your list of related records from the inventory, add or remove interdependencies as desired:
+7. On your list of related records from the inventory, add or remove interdependencies as desired:
 
-    - **Add** — Check off any records that are either upstream or downstream dependent on the current record.
-    - **Remove** — Uncheck any records previously linked as upstream or downstream dependent on the current record.
+    - **Add** — Select the checkbox for any records that are either upstream or downstream dependent on the current record.
+    - **Remove** — Unselect the checkbox for any records previously linked as upstream or downstream dependent on the current record.
 
-7. Click **Save** to apply your changes.
+8. Click **Save** to apply your changes.
 
 Once applied, interdependencies will populate on all linked records.
 
-:::: {.flex .flex-wrap .justify-around}
-
-::: {.w-40-ns}
-
-![Upstream Model linked to the downstream Current Model](upstream-record.png){fig-alt="A screenshot showing the Upstream Model linked to the downstream Current Model" .screenshot group="interdependency"}
-
-:::
-
-::: {.w-40-ns}
-
-![Downstream Model linked to the upstream Current Model](downstream-record.png){fig-alt="A screenshot showing the Downstream Model linked to the upstream Current Model" .screenshot group="interdependency"}
-
-:::
-
-::::
-
 
 <!-- FOOTNOTES -->
 

site/guide/inventory/customize-record-overview-page.qmd

@@ -8,10 +8,10 @@ aliases:
   - /guide/model-inventory/customize-model-overview-page.html
 ---
 
-Configure what and how inventory fields appear when you open a record’s details in the inventory. 
+Configure what and how inventory fields appear when you open a record’s details in the inventory.
 
 :::{.callout title="Changes are automatically saved to your account and do not affect other users."}
-Customizations will apply to all records in your inventory.
+Customizations will apply to all records of the same type in your inventory.
 
 :::
 
@@ -26,31 +26,76 @@ Customizations will apply to all records in your inventory.
 
 ## Organize, show, or hide record fields
 
-::: {.callout title="Default main column items cannot be reorganized or hidden."}
-The following fields will always appear on your record overview pages under the main column as faded cells:
+1. In the left sidebar, click **{{< fa cubes >}} Inventory**.
 
-- Record Stakeholders
-- Interdependencies
-- Artifacts
-- Recent Activity
-:::
+2. Under the [record type]{.smallcaps} drop-down, select the type of record you want to customize the overview page for.[^2]
+
+3. Select a record or find your record by applying a filter or searching for it.[^3]
+
+4. On the record details page, click the **Inventory Fields** tab.
+
+5. Click on **{{< fa pencil >}} Manage Fields**:
+
+   ::: {.panel-tabset}
+
+   #### {{< fa chart-column >}} Show {#} Columns
+
+   Under Show {#} Columns, click {{< fa chevron-up >}} increase or {{< fa chevron-down >}} to decrease the number of columns shown.
+
+   #### {{< fa chart-bar >}} Change fields display
+
+   a. Click **{{< fa chart-bar >}} Change fields display** to configure the inventory fields[^4] that appear:
+
+      - To hide fields or field groups from view: Hover over an inventory field, then click {{< fa eye >}}.
+      - To show previously hidden fields or field groups: Hover over an inventory field, then click {{< fa eye-slash >}}.
+      - 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 **{{< fa star >}}** to highlight the field.[^5]
+
+      ::: {.callout}
+      To narrow down your list of fields:
+
+      - Click **{{< fa filter >}} Search by group or field name** to search for specific inventory fields.
+      - To show only highlighted fields, click **Show only highlighted in overview**.
+      :::
+
+   b. Click **Save Configuration** to apply your changes to all overview pages for that record type.
+
+   :::
+
+### Highlight inventory record fields
+
+To pin inventory record fields to the **Overview** tab for quick access:
 
 1. In the left sidebar, click **{{< fa cubes >}} Inventory**.
 
-2. Under the [record type]{.smallcaps} drop-down, select the type of record you want to customize the overview page for.[^2]
+2. Under the [record type]{.smallcaps} drop-down, select the type of record you want to edit fields for.[^6]
+
+3. Select a record or find your record by applying a filter or searching for it.[^7]
+
+4. On the record details page, select either the **Overview** or **Inventory Fields** tab:
 
-2. Select a record or find your record by applying a filter or searching for it.[^3]
+   ::: {.panel-tabset}
 
-3. Click on **{{< fa wrench >}} Customize Layout**.
+   #### **Overview** tab
 
-4. On the Customize Layout modal that appears, configure the inventory fields[^4] that appear:
+   - If there are no highlighted fields: Click on **{{< fa star >}} Highlight fields**.
+   - If there are already highlighted fields: Click on **{{< fa pencil >}} Manage Fields** and select **{{< fa chart-bar >}} Change fields display**.
 
-   - Toggle optional inventory fields or field groups on or off to show or hide them from view.
-   - Click and hold a field or field group and drag-and-drop to rearrange the order of fields and field groups. Fields and field groups can be moved from the Side Column to the Main Column and vice versa.
+   #### **Inventory Fields** tab
 
-   To narrow down your list of fields, search via the **{{< fa filter >}} Filter** bar.
+   Click on **{{< fa pencil >}} Manage Fields** and select **{{< fa chart-bar >}} Change fields display**.
 
-5. Click **Save Layout** to apply your changes to all record overview pages for that layout scope.
+   :::
+
+5. Hover over an inventory field, then click **{{< fa star >}}** and select your Highlight Tone:
+
+    - [**{{< fa star >}} Normal**]{.grey}
+    - [**{{< fa star >}} Loud**]{.teal}
+    - [**{{< fa star >}} Loudest**]{.pink}
+
+    To unpin a highlighted field: Hover over the field, then click **{{< fa star >}}** and select **{{< fa star >}} Don't highlight**.
+
+6. Confirm that the right inventory fields are pinned to the **Overview** tab with the correct highlight tone.
 
 
 <!-- FOOTNOTES -->
@@ -63,3 +108,8 @@ The following fields will always appear on your record overview pages under the
 
 [^4]: [Manage inventory fields](manage-inventory-fields.qmd#inventory-field-types)
 
+[^5]: [Highlight inventory record fields](#highlight-inventory-record-fields)
+
+[^6]: [Manage inventory record types](manage-inventory-record-types.qmd)
+
+[^7]: [Working with the inventory](/guide/inventory/working-with-the-inventory.qmd#search-filter-and-sort-records)