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

² Customize table view

Customize table view

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

In addition to sorting and filtering the inventory,³ you can add or remove columns and customize the order the columns appear on your table view:⁴

³ Working with the inventory

⁴ 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.⁵

⁵ Manage inventory fields

⁶ Manage custom inventory views

Once customized, you can save views for later application for each type of record in your inventory.⁶

Manage custom inventory views

NoneSaved views are unique to you and do not display for other users in your organization.

While customizations to table views apply across all record types, saving a view only applies to that record type.

Save inventory views

You can save custom table configurations as a view to reapply at any time:

1. Customize a table view for the record type you want to save a view for.⁷

   You can also apply filters or sorting before saving your view to include them in the view.⁸

⁷ Customize table view

⁸ Working with the inventory

2. Click Save View to save your first view.

   To add subsequent saved views, click Select View.

3. Select Save New View.

4. On the Add New View modal that appears, enter the:

   • view name
   • description (optional)

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

Edit or remove saved inventory views

Deletion of saved views is permanent.

1. In the left sidebar, click Inventory.

2. Select the record type you want to remove a view for from the drop-down menu.

3. Click Select View.

4. Hover over the view you want to modify.

5. When the appears, click on it to edit the name or description or to delete the view:

   • To edit a view, select Edit View. Make your edits then click Save Changes to apply your adjustments.
   • To remove a view, select Remove View. Click Yes, Delete View to confirm permanent deletion of that view.