Customize record overview page

Configure what and how inventory fields appear when you open a record’s details in the inventory.

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

Customizations will apply to all records in your inventory.

Prerequisites

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

¹ Register records in the inventory

Organize, show, or hide record fields

NoneDefault main column items cannot be reorganized or hidden.

The following fields will always appear on your record overview pages under the main column as faded cells:

• Record Stakeholders
• Interdependencies
• Artifacts
• Recent Activity

1. In the left sidebar, click Inventory.

2. Under the record type drop-down, select the type of record you want to customize the overview page for.²

3. Select a record or find your record by applying a filter or searching for it.³

4. Click on Customize Layout.

5. On the Customize Layout modal that appears, configure the inventory fields⁴ that appear:

   • Toggle optional inventory fields or field groups on or off to show or hide them from view.
   • Click and hold a field or field group and drag-and-drop to rearrange the order of fields and field groups. Fields and field groups can be moved from the Side Column to the Main Column and vice versa.

   To narrow down your list of fields, search via the Filter bar.

6. Click Save Layout to apply your changes to all record overview pages for that layout scope.

² Manage inventory record types

³ Working with the inventory

⁴ Manage inventory fields