To streamline the Enter pages and improve consistency with other entity pages, we’ve made several key improvements to the UI for customers using the new “File Menu” button display. Key changes, including a new page header and the relocation of some actions, are detailed below.
New Page Header
The previous light blue page header has been replaced with a header extending from the navigation bar, with most of the key functionalities in the top right corner, including:
- Use as lot
- GHS symbols
- Notebooks button
- Notes toggle
- Recipe lock
- Definition (small test tube icon)
- Products
- Tags
- Comments
- Linked entities
- Analytical methods
Users can pin the new Enter page header by clicking “…” in the top-right corner and selecting “Pin Entity Header”. This setting keeps the header visible while users scroll the Enter pages.
To pin Enter page headers for all users, navigate to Company Wide Settings → Platform Config and select “Pin Recipe Entity Header”.
“Experiment Notes” Button Updates
- Within the new page header, the Experiment Notes button can now be used to toggle the Notes feature on or off.
- When enabled, Experiment Notes open in a popup window, allowing easier access while working on on a recipe.
- Users can now expand, resize, and reposition the Notes window. These settings are saved for future sessions across all projects and recipes.
- Users can dock the Notes window by clicking the Dock icon in the top-right corner of the window. This turns the window into an adjustable Notes sidepanel.
- Notes are now also accessible in the Experiment Details sidepanel for convenient reference across the platform.
“Convert to Lot” Button Updates
- Previously, the Convert to Lot option was located within the Enter page header and only accesible if Experiment Lot Association was set to be visible.
- Now, the Convert to Lot button can now be found in the “Actions” menu.
- As an Action button, it can now be configured to remain permanently visible in the toolbar. For more information on configuring Action buttons, see the Action Buttons section in the New Enter Recipe Page Layout.
Project and Lab Request Information Relocated
- Previously, the folder and clipboard icons on Enter page headers contained important information on your project path and associated Lab Requests.
- Now, these icons have been removed from the Enter pages and this information can now be found within the Experiment Details sidepanel. To access, use the Search Action bar to search for “Experiment Details”.
- The “View in Home” button—previously represented by a 3×3 grid within Projects folder—has been relocated to recipe dropdown menu.
Right: View in Home, located within the recipe dropdown menu (Updated)
“Use in…” Relocation and Updates
- Previously, when a product relationship has been established, a button was visible on the Enter pages that allowed users to use the recipe in a new product.
- Now, “Use in…” options have been added to the File menu.
- The “Use in…” button also can now be added as an “Add Product” subcomponent in the configurable Actions menu. This is planned to be added by default to all schemas but is only visible if customers have relevant products for use.
Experiment Group Actions Relocated
- Previously, when a recipe was part of an Experiment Group and Experiment Groups were set to visible on Enter pages, the Experiment Group name displayed in the page header. Clicking the name opened a dropdown menu with available Experiment Group actions.
- Now, with this button has been removed the actions have been relocated.
- Experiment Group Name: Now visible at the top of the page, within the Experiment Group Fields row. To show this field, use the Search Action bar to search for “Experiment Groups”.
- Recipes, Measurements, Compare: Now can be converted to entity actions with page hints.
- Rename: Accessible directly on the entity page.
- Notes: Added as a core field on the entity page.
- Remove from Experiment Group: Moved to the Experiment Group header on the Enter Recipe page.
- Add to Experiment Group: Remains in the toolbar, specific to individual recipes.
- Copy Group: Added functionality to allow copying Experiment Groups with a custom modal.
- Copy Link to Group: May be removed or create a trigger action to save directly to the clipboard.
Renaming Experiments Relocated
- Previously, the pencil icon, used to rename an experiment, was located within the light blue page header.
- Now, the rename experiments icon within is located within the new page header.
- To rename an experiment, hover your mouse over the experiment name and click the pencil icon.
Right: Renaming an experiment in the updated page header (Updated)
Experiment Tags Relocated
- Previously, experiment tags were visible within the light blue page header.
- Now, experiment tags are located within the experiment actions section of the new page header.
- To add a new tag, click the tag icon and use the “Add Tag” modal.
