Entity details page

Each entity has its own page that centralizes data related to the entity, allowing developers to reduce context switching.

While viewing entities in a catalog, or from the Catalogs > All entities page, click an entity name to open that entity's details page and see an overview of important information:

  • If there are any active incidents, you will see them at the top of the page.

  • In the sidebar, configure the metadata you want to see. Pin key information for easier visibility and access. You can include data for on-call, owners, Slack or Microsoft Teams channels, groups, repository, entity relationships, docs links, project management, custom data, and code quality.

The entity overview page displays active incidents and important details about the entity.

If data is not available for a field on the entity page, it will not appear in the overview. For example, if you do not have the Slack integration configured, then the "Slack channels" field will not be displayed.

Configure the entity metadata sidebar

Configure the metadata sidebar

Expand or collapse the metadata sidebar

While viewing an entity details page, click the arrow icon in the lower right corner to expand or collapse the metadata sidebar:

Click the arrow icons to expand the metadata sidebar.

Customize the metadata sidebar

You must be an admin or have the Edit entity types permission to configure the entity sidebar.

While viewing an entity details page:

  1. Expand the metadata sidebar on the right side of an entity details page.

  2. At the bottom of the sidebar, click the two rectangles icon:

  3. Drag and drop metadata categories to reorder them. To remove a category, click the eye icon next to it.

  4. At the bottom of the sidebar, select which entity types to apply this configuration to.

  5. At the bottom of the sidebar, click Apply to workspace.

Entity unique identifiers

Under the entity's name, the Cortex tag and the Cortex ID are displayed:

The entity's unique identifiers appear under the entity name.

Entity details sidebar menu

The sidebar of an entity page contains sections with more information.

In the sidebar, click into each category for more information:

Entity overview categories

Cortex features for this entity

  • Scorecards: A list of any Scorecards that are in progress where this entity is being scored. In additional, see the average score, median score, and a graph showing the entity's scores over time.

    • Above the Scorecard section, you can choose which scores to include in calculations if the entity is in a hierarchy:

      • Domains: Click "This entity only" to view only the scores that apply to the domain you are viewing. Select "Include entity's children" to include both the parent domain and its child entities in the score calculations.

      • Entities with a custom relationship type: Click "This entity only" to view only the scores that apply to the entity you are viewing. Click "[Relationship type] only" to include both the parent and its child entities in the score calculations.

      • Teams: Click "This entity only" to view the scores that apply only to the team you are viewing. Click "Include entity's children" to include scores for the team, the team's children, entities owned by the team, and entities owned by the team's children.

  • Initiatives: A list of all active Initiatives for this entity, including the Scorecard's current level and the due date of the Initiative.

  • Workflows: A list of Workflows that include this entity. If any Workflows are pending approval and you were designated as an approver when the Workflow was created, you will see the pending approval at the top of this page. This page also includes a list of recently run Workflows and the ability to run any related Workflows.

Connections for this entity

Under the "Connections" header, integration data for the entity is contextually grouped. When you configure integrations, data will be pulled in to the following sections on the entity details page:

Plugins for this entity

Under the "Plugins" header, see any plugins in your workspace that are relevant to this entity.

More information on entities

Learn more about entities in Managing entities.

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