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 of the same type 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

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. On the record details page, click the Inventory Fields tab.

5. Click on Manage Fields:

   Show {#} Columns

   Under Show {#} Columns, click increase or to decrease the number of columns shown.

   Change fields display

   1. Click Change fields display to configure the inventory fields⁴ that appear:

      • To hide fields or field groups from view: Hover over an inventory field, then click .
      • To show previously hidden fields or field groups: Hover over an inventory field, then click .
      • To rearrange the order of fields and field groups: Click and hold, then drag-and-drop.
      • To pin a field to the Overview tab: Hover over the field, then click to highlight the field.⁵
      To narrow down your list of fields:

      • Click Search by group or field name to search for specific inventory fields.
      • To show only highlighted fields, click Show only highlighted in overview.

   2. Click Save Configuration to apply your changes to all overview pages for that record type.

² Manage inventory record types

³ Working with the inventory

⁴ Manage inventory fields

⁵ Highlight inventory record fields

Highlight inventory record fields

To pin inventory record fields to the Overview tab for quick access:

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.⁶

3. Select a record or find your record by applying a filter or searching for it.⁷

4. On the record details page, select either the Overview or Inventory Fields tab:

   Overview tab

   • If there are no highlighted fields: Click on Highlight fields.
   • If there are already highlighted fields: Click on Manage Fields and select Change fields display.

   Inventory Fields tab

   Click on Manage Fields and select Change fields display.

5. Hover over an inventory field, then click and select your Highlight Tone:

   • Normal
   • Loud
   • Loudest

   To unpin a highlighted field: Hover over the field, then click and select Don’t highlight.

6. Confirm that the right inventory fields are pinned to the Overview tab with the correct highlight tone.

⁶ Manage inventory record types

⁷ Working with the inventory