Edit inventory fields

Edit individual detail fields on a record to ensure that record details are accurate and up-to-date.

Prerequisites

• You are logged in to ValidMind.
• The record is registered in the inventory.¹
• You are the record owner² for the record you want to edit, a Customer Admin, or assigned another role or stakeholder type with sufficient permissions to perform the tasks in this guide.³

¹ Register records in the inventory

² Manage inventory record stakeholders

³ Manage permissions

Edit inventory record fields

1. In the left sidebar, click Inventory.

2. Under the record type drop-down, select the type of record you want to edit fields for.⁴

3. Select a record or find your record by applying a filter or searching for it.⁵

4. On the record details page, click on an inventory field to make your changes.⁶

5. Click Save to apply your changes.

⁴ Manage inventory record types

⁵ Working with the inventory

⁶ 

NoneAggregation and Calculation field types are auto-computed and read-only.

To modify how these fields are calculated, update their configuration.

Manage inventory fields

⁷ View record activity

Changes you make to inventory fields are automatically logged to that record’s activity.⁷

NoneReference record field values in your content blocks within documents and library text blocks.

Work with content blocks

Manage text block library

Manage inventory record stakeholders

Manage stakeholder types on records

NoneChanges will only apply to individual records.

• Adding an inventory record stakeholder type on one record in your inventory will not affect the stakeholder types on the other records within your inventory.
• Record stakeholder types available for selection on records is determined by the inventory record types assigned to the stakeholder type.⁸

⁸ Manage record stakeholder types

1. On the record details page, click Manage Stakeholders.

2. Toggle the stakeholder types you would like to display for that record.

3. Add at least one user to each of your desired custom stakeholder types to save the display settings for that record:

   1. Click on your inventory record stakeholder type.
   2. Select your users from the drop-down menu.
   3. Click Save to apply your changes.

Add or remove stakeholders

1. On the record’s detail page, click on the inventory record stakeholder type⁹ you’d like to add users to.

2. Select your desired users from the drop-down menu.

   To remove a user from a stakeholder type, click on the to the right of their name.

3. Click Save to apply your changes.

⁹ Manage record stakeholder types

Manage attachments on records

NoneUploaded files must be less than 50 MB each in size.

• 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

¹¹ Work with content blocks

¹⁰ Manage inventory fields

Add attachments to a record

1. On the record’s detail page, click on the header of your attachment field.

2. Click Select Files to add a file.

   • Add a note to the file by clicking on the menu, then select Add Note.
   • Update a note by making your changes in the existing text field.

3. Click Save to submit the upload.

   

   Adding attachment notes

Remove attachments from a record

1. On the record’s detail page, click on the header of your attachment field.

2. Locate the file you want to remove, and click on the menu.

   • Select Delete File to remove the file. Click Yes, Delete File to confirm permanent deletion of that file.
   • Select Remove Notes to delete any notes. Removal of notes is saved automatically.

3. Click Save to apply the deletion.

   After you save, the attachment or notes will be removed permanently.

   

   Deleting attachment notes and attachments