Customize inventory layout

Swap between inventory views or configure the information that displays by default on the ​ValidMind inventory.

Prerequisites

• You are logged in to ValidMind.
• There are records registered in the inventory.¹

¹ Register records in the inventory

Swap between views

Changes are automatically saved to your account and do not affect other users.

In the left sidebar, click Inventory:

Card view

• To display the inventory in card view, click Display Cards.
• By default, the record name, purpose, tier, owner, and status are displayed on each card.

Table view

• To display the inventory in table view, click Display Table.
• Columns on the table view can be customized.²
• Records on the table view can also be grouped into collapsible sections by field.³

² Customize table view

³ Working with the inventory

Customize table view

Changes are automatically saved to your account and do not affect other users.

In addition to sorting, filtering, and grouping the inventory,⁴ you can add or remove columns and customize the order the columns appear on your table view:⁵

⁴ Working with the inventory

⁵ Swap between views

1. In the left sidebar, click Inventory.

2. Click Manage Columns. To use this feature, make sure you’re in table view.

• Search for a column name in the list to narrow down results.
• Toggle visibility for each item and drag each option to change the order.
• Available columns are determined by your inventory fields.⁶

⁶ Manage inventory fields

⁷ Manage custom inventory views

Once customized, you can save views for later application for each type of record in your inventory.⁷

Manage custom inventory views

You can save custom table configurations — including your columns, filters, sorting, and grouping — as a view to reapply at any time:

Manage personal inventory views

Save personal views

1. Select the type of {Record} you want to save a view for by clicking on {Record} Inventory, then customize the table view.⁸

   You can also apply filters, sorting, or grouping before saving your view to include them in the view.⁹

⁸ Customize table view

⁹ Working with the inventory

2. Click on the name of your saved view, or Select View if you are not currently displaying a saved view.

3. Select My Views (#) and click on Save New View to create your saved view.

4. Enter the View Name and Description for your saved view.

5. Click Add New View to save your saved view.

Once you’ve created a saved personal view, you can share it with others in your organization.¹⁰

¹⁰ Manage organization inventory views

Edit or remove saved personal views

Deletion of saved views is permanent.

1. Click on the name of your saved view, or Select View if you are not currently displaying a saved view.

2. Select My Views (#).

3. Hover over the name of the view you want to edit or remove.

4. When the menu appears, click on it and select:

   • Edit View to edit the View Name and Description. Click Save Changes to apply your edits.
   • Remove View to delete the view. Click Yes, Delete View to confirm permanent deletion of that view.

Manage organization inventory views

To publish a saved personal view to your organization, you must have permissions to manage shared inventory layout views.¹¹

¹¹ Manage permissions

Share views

1. Save a personal inventory view.¹²

¹² Manage personal inventory views

2. Select My Views (#).

3. Click on the name of your saved view, or Select View if you are not currently displaying a saved view.

4. Hover over the name of the view you want to share with your organization.

5. When the menu appears, click on it and select Publish to Organization.

6. (Optional) Edit the View Name and Description for your shared view.

7. (Optional) Select one or more roles under Visible to Roles to limit which users can see the view.

8. Click Publish View to share your view with your organization.

NoneHow role visibility is applied

• Leave Visible to Roles empty to make this available to everyone in your organization. This is the default.
• Only organization roles can be selected,¹³ not record stakeholder types.¹⁴
• Customer Admin users are not affected by role restrictions — they continue to see everything shared with the organization.
• Whoever published it keeps access, even if their own role isn’t among the selected roles.
• If every role a restriction relies on is later deleted, it stays hidden rather than becoming visible to everyone. An admin can still reach it to adjust the roles or unpublish it.

¹⁴ Manage record stakeholder types

¹³ Manage roles

¹⁵ Unpublish shared organization views

Role restrictions apply to shared views only — a personal view is only ever visible to you, so there is nothing to restrict. Unpublishing a view clears its role restriction.¹⁵

Unpublish or remove shared views

Unpublish shared organization views

To unshare a saved organization view:

1. Click on the name of your saved view, or Select View if you are not currently displaying a saved view.

2. Select Organization (#).

3. Hover over the view you want to remove from shared organization access.

4. When the menu appears, click on it and select Unpublish.

5. Click Yes, Unpublish View to confirm removal of the view from shared organization access.

Remove shared organization views

Deletion of saved views is permanent.

To remove a saved organization view:

1. Click on the name of your saved view, or Select View if you are not currently displaying a saved view.

2. Select Organization (#).

3. Hover over the view you want to remove from your organization.

4. When the menu appears, click on it and select Remove View.

5. Click Yes, Remove View to confirm permanent deletion of that view.

Edit shared views

Edit what a shared view contains

Editing while a shared view is active updates your personal default view instead of modifying the organization view. To change the filters, columns, or sorting of a shared organization view:

1. Unpublish the shared view from your organization.

2. Make the desired changes to your personal view.

3. Share the edited view with your organization.

Edit a shared view’s name, description, or roles

Renaming a shared view or changing who can see it does not require unpublishing:

1. Click on the name of your saved view, or Select View if you are not currently displaying a saved view.

2. Select Organization (#).

3. Hover over the view you want to change.

4. When the menu appears, click on it and select Edit View.

5. Adjust the View Name, Description, or Visible to Roles, then click Save Changes.

NoneDisplaying a view that’s no longer available to you?

Click Exit View to return to the default listing at any time.