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docs: Inventory batch edit#1342

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validbeck merged 2 commits into
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beck/sc-16103/documentation-inventory-batch-edit
May 22, 2026
Merged

docs: Inventory batch edit#1342
validbeck merged 2 commits into
mainfrom
beck/sc-16103/documentation-inventory-batch-edit

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Pull Request Description

What and why?

sc-16103

Docs update for editing fields on records in bulk functionality.

How to test

Verify that this information is correct:

Screenshot 2026-05-21 at 6 42 24 PM

What needs special review?

n/a

Dependencies, breaking changes, and deployment notes

n/a

Release notes

Covered by https://github.com/validmind/frontend/pull/2313.

Checklist

  • What and why
  • Screenshots or videos (Frontend)
  • How to test
  • What needs special review
  • Dependencies, breaking changes, and deployment notes
  • Labels applied
  • PR linked to Shortcut
  • Unit tests added (Backend)
  • Tested locally
  • Documentation updated (if required)
  • Environment variable additions/changes documented (if required)

@validbeck validbeck self-assigned this May 22, 2026
@validbeck validbeck added the internal Not to be externalized in the release notes label May 22, 2026
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PR Summary

This PR enhances the inventory field editing guide by introducing detailed instructions for both individual and bulk editing of records. The changes include:

  • A restructured step-by-step guide that now includes a panel tabset, separating instructions for editing individual records and bulk editing for a record type.
  • Clearer instructions to select and edit records in a table view, including steps for selecting all records via the header checkbox, scrolling to view additional records, and confirming record counts before proceeding with bulk edits.
  • Updated call-to-action buttons, such as Save, Edit, Continue, and Save Changes, along with modifications to the inline icons and labels.
  • Adjusted and updated footnote references to ensure links point to the correct documentation sections.

These changes aim to improve user clarity and functionality when editing inventory fields, particularly in scenarios requiring bulk updates.

Test Suggestions

  • Verify that the documentation renders correctly with the new panel tabset for both individual and bulk editing instructions.
  • Test the navigation and interactions in the UI as described in the guide, ensuring that instructions for selecting records and applying bulk edits accurately reflect the UI behavior.
  • Review all footnote links to confirm they correctly navigate to the intended documentation sections.
  • Check that the updated button labels and icons (e.g., pencil, arrow-right) are consistently displayed across different devices and browsers.
  • Confirm that the changes in instruction numbering do not cause confusion and that the guide flows logically.

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Validate docs site

✓ INFO: A live preview of the docs site is available — Open the preview

@validbeck validbeck requested review from gtagle, nateshim and nrichers May 22, 2026 02:06
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Information is accurate 👌🏽

@validbeck validbeck merged commit 5cf1b61 into main May 22, 2026
8 of 9 checks passed
@validbeck validbeck deleted the beck/sc-16103/documentation-inventory-batch-edit branch May 22, 2026 16:12
@validbeck validbeck mentioned this pull request May 26, 2026
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2 participants