From 5cf1b61cc6ce9c4504ff2ab1f4478fd9b3917fea Mon Sep 17 00:00:00 2001 From: Beck <164545837+validbeck@users.noreply.github.com> Date: Fri, 22 May 2026 09:12:54 -0700 Subject: [PATCH] docs: Inventory batch edit (#1342) * WIP * update --- .../guide/inventory/edit-inventory-fields.qmd | 53 ++++++++++++++----- 1 file changed, 41 insertions(+), 12 deletions(-) diff --git a/site/guide/inventory/edit-inventory-fields.qmd b/site/guide/inventory/edit-inventory-fields.qmd index f9885de76..5e1b16274 100644 --- a/site/guide/inventory/edit-inventory-fields.qmd +++ b/site/guide/inventory/edit-inventory-fields.qmd @@ -30,13 +30,40 @@ Edit individual detail fields on a record to ensure that record details are accu 2. Under the [record type]{.smallcaps} drop-down, select the type of record you want to edit fields for.[^4] -2. Select a record or find your record by applying a filter or searching for it.[^5] +3. You can edit fields on individual records, or edit fields on records in bulk for a specific record type: -3. On the record details page, click on an inventory field to make your changes.[^6] +::: {.panel-tabset} + +#### Edit fields on individual records + +a. Select a record or find your record by applying a filter or searching for it.[^5] + +b. On the record details page, click on an inventory field to make your changes.[^6] + +c. Click **Save** to apply your changes. + +#### Edit fields in bulk for a specific record type + +a. First, make sure you're in table view for the record type you want to edit fields for.[^7] + +b. Select the records you want to edit fields for by: -4. Click **Save** to apply your changes. + - Clicking {{< fa square >}} in the header column to select all records shown on that page. + - Clicking {{< fa square >}} next to a specific record. -Changes you make to inventory fields are automatically logged to that record’s activity.[^7] + To view more records for selection, scroll down to the bottom of the table view and click **Next {{< fa arrow-right >}}**. + +c. At the bottom of the page, review the count of records selected to verify that the correct number of records are selected for editing, then click **{{< fa pencil >}} Edit**. + +d. Make your changes to the inventory fields for the selected records. + +e. Click **Continue {#}** where `{#}` is the number of fields to be edited. + +f. Review the changes to be applied to the inventory fields for the selected records to verify that the changes are correct, then click **Save {#} Changes**. + +::: + +Changes you make to inventory fields are automatically logged to that record’s activity.[^8]
@@ -52,7 +79,7 @@ Changes you make to inventory fields are automatically logged to that record’s ### Add or remove stakeholders -1. On the record's detail page, click on the inventory record stakeholder type[^8] you'd like to add users to. +1. On the record's detail page, click on the inventory record stakeholder type[^9] you'd like to add users to. 2. Select your desired users from the drop-down menu. @@ -70,15 +97,15 @@ Changes you make to inventory fields are automatically logged to that record’s :::: {.content-visible when-format="html" when-meta="includes.pdf-context"} ::: {.callout title="Uploaded files must be less than 50 MB each in size."} -- To work with attachments on records, first add an attachment inventory field.[^9] -- Select attachments in `.pdf` format as context documents when generating text blocks with AI within your documents.[^10] +- To work with attachments on records, first add an attachment inventory field.[^10] +- Select attachments in `.pdf` format as context documents when generating text blocks with AI within your documents.[^11] ::: :::: :::: {.content-visible when-format="html" unless-meta="includes.pdf-context"} ::: {.callout title="Uploaded files must be less than 50 MB each in size."} -To work with attachments on records, first add an attachment inventory field.[^9] +To work with attachments on records, first add an attachment inventory field.[^10] ::: :::: @@ -121,14 +148,16 @@ To work with attachments on records, first add an attachment inventory field.[^9 ::: -[^7]: [View record activity](view-record-activity.qmd) +[^7]: [Customize inventory layout](/guide/inventory/customize-inventory-layout.qmd#swap-between-views) + +[^8]: [View record activity](view-record-activity.qmd) -[^8]: [Manage record stakeholder types](/guide/configuration/manage-record-stakeholder-types.qmd) +[^9]: [Manage record stakeholder types](/guide/configuration/manage-record-stakeholder-types.qmd) -[^9]: [Manage inventory fields](manage-inventory-fields.qmd#inventory-field-types) +[^10]: [Manage inventory fields](manage-inventory-fields.qmd#inventory-field-types) :::: {.content-visible when-format="html" when-meta="includes.pdf-context"} -[^10]: [Work with content blocks](/guide/documentation/work-with-content-blocks.qmd#generate-content) +[^11]: [Work with content blocks](/guide/documentation/work-with-content-blocks.qmd#generate-content) ::::