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53 changes: 41 additions & 12 deletions site/guide/inventory/edit-inventory-fields.qmd
Original file line number Diff line number Diff line change
Expand Up @@ -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]

<br>

Expand All @@ -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.

Expand All @@ -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]
:::

::::
Expand Down Expand Up @@ -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)

::::

Expand Down