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Update Bulk Edits Settings (minor edits) and finish adding new record types to Lists #646

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julianladisch merged 2 commits into from
Jul 13, 2026
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Update Bulk Edits Settings (minor edits) and finish adding new record types to Lists #646

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d6ae9a0
Update Settings_bulk_edit.md
lestelle1 Jul 11, 2026
024b73f
Update _index.md
lestelle1 Jul 11, 2026
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250 changes: 249 additions & 1 deletion content/en/docs/Lists/_index.md
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Expand Up @@ -1853,7 +1853,7 @@ In the Lists app, the **Fields** available for building a query and displaying a
| *User - Preferred first name* | YES | YES |
| *User - Pronouns* | YES | YES |
| *User - Proxy for* | NO | YES |
| *User - Tags tag list* | NO | YES |
| *User - Tags* | NO | YES |
| *User - Type* | YES | YES |
| *User - Updated by user UUID* | YES | YES |
| *User - Updated date* | YES | YES |
Expand All @@ -1864,6 +1864,254 @@ In the Lists app, the **Fields** available for building a query and displaying a

**Custom fields** for User records, if configured, are available for building a Users query in the Lists app. To create custom fields in User records, see [Settings \> Users \> Custom fields](../settings/settings_users/settings_users/#settings--users--custom-fields).

### Users with fees/fines, loans

| *Field name* in Lists app | Can use to build query in UI? | Option to show as column heading in UI? |
| :----- | :-----: | :-----: |
| *User - Active* | YES | YES |
| *User - Address* | NO | YES |
| *User - Barcode* | YES | YES |
| *User - Created by user UUID* | YES | YES |
| *User - Date of birth* | YES | YES |
| *User - Department names* | YES | YES |
| *User - Department UUIDs* | NO | YES |
| *User - Email* | YES | YES |
| *User - Enrollment date* | YES | YES |
| *User - Expiration date* | YES | YES |
| *User - External system ID* | YES | YES |
| *User - First name* | YES | YES |
| *User - Last name* | YES | YES |
| *User - Last name, first name* | YES | YES |
| *User - Middle name* | YES | YES |
| *User - Mobile phone* | YES | YES |
| *User - Phone* | YES | YES |
| *User - Preferred contact type* | YES | YES |
| *User - Preferred first name* | YES | YES |
| *User - Pronouns* | YES | YES |
| *User - Proxy for* | NO | YES |
| *User - Tags* | NO | YES |
| *User - Type* | YES | YES |
| *User - Updated by user UUID* | YES | YES |
| *User - Updated date* | YES | YES |
| *User - User created date* | YES | YES |
| *User - User updated date* | YES | YES |
| *User - User UUID* | YES | YES |
| *User — Patron group — Name* | YES | YES |
| *Fee/Fine account — Amount* | YES | YES |
| *Fee/Fine account — Barcode* | YES | YES |
| *Fee/Fine account — Created at* | YES | YES |
| *Fee/Fine account — Due date* | YES | YES |
| *Fee/Fine account — Fee/fine owner* | YES | YES |
| *Fee/Fine account — Fee/fine type* | YES | YES |
| *Fee/Fine account — Fee/fine UUID* | YES | YES |
| *Fee/Fine account — Location* | YES | YES |
| *Fee/Fine account — Material type* | YES | YES |
| *Fee/Fine account — Material type UUID* | YES | YES |
| *Fee/Fine account — Owner UUID* | YES | YES |
| *Fee/Fine account — Payment status name* | YES | YES |
| *Fee/Fine account — Remaining* | YES | YES |
| *Fee/Fine account — Returned date* | YES | YES |
| *Fee/Fine account — Status name* | YES | YES |
| *Fee/Fine account — Updated at* | YES | YES |
| *Fee/Fine account — User UUID* | YES | YES |
| *Fee/Fine account — UUID* | YES | YES |
| *Loan — Action* | YES | YES |
| *Loan — Checkout date* | YES | YES |
| *Loan — Claimed returned date* | YES | YES |
| *Loan — Created at* | YES | YES |
| *Loan — Created by user UUID* | YES | YES |
| *Loan — Declared lost date* | YES | YES |
| *Loan — Due date* | YES | YES |
| *Loan — Due date changed by recall* | YES | YES |
| *Loan — Renewal count* | YES | YES |
| *Loan — Return date* | YES | YES |
| *Loan — Status name* | YES | YES |
| *Loan — Updated by user UUID* | YES | YES |
| *Loan — UUID* | YES | YES |
| *Item — Accession number* | YES | YES |
| *Item — Administrative notes* | YES | YES |
| *Item — Affiliation name* | YES | YES |
| *Item — Barcode* | YES | YES |
| *Item — Check in notes* | YES | YES |
| *Item — Check in notes — Note type* | YES | YES |
| *Item — Check in notes — Staff only* | YES | YES |
| *Item — Check in notes — Note* | YES | YES |
| *Item — Check out notes* | YES | YES |
| *Item — Check out notes — Note type* | YES | YES |
| *Item — Check out notes — Staff only* | YES | YES |
| *Item — Check out notes — Note* | YES | YES |
| *Item — Chronology* | YES | YES |
| *Item — Copy number* | YES | YES |
| *Item — Created date* | YES | YES |
| *Item — Description of pieces* | YES | YES |
| *Item — Display summary* | YES | YES |
| *Item — Effective call number* | YES | YES |
| *Item — Effective shelving order* | YES | YES |
| *Item — Electronic access* | YES | YES |
| *Item — Electronic access — URI* | YES | YES |
| *Item — Electronic access — Link text* | YES | YES |
| *Item — Electronic access — Material specified* | YES | YES |
| *Item — Electronic access — URL public note* | YES | YES |
| *Item — Electronic access — URL relationship* | YES | YES |
| *Item — Enumeration* | YES | YES |
| *Item — Former identifiers* | YES | YES |
| *Item — Item additional call numbers* | NO | YES |
| *Item — Item additional call numbers — Call number* | YES | YES |
| *Item — Item additional call numbers — Prefix* | YES | YES |
| *Item — Item additional call numbers — Suffix* | YES | YES |
| *Item — Item additional call numbers — Type* | YES | YES |
| *Item — Item call number* | YES | YES |
| *Item — Item call number prefix* | YES | YES |
| *Item — Item call number suffix* | YES | YES |
| *Item — Item damaged status* | YES | YES |
| *Item — Item damaged status date* | YES | YES |
| *Item — Item HRID* | YES | YES |
| *Item — Item — Item HRID* | YES | YES |
| *Item — Missing pieces* | YES | YES |
| *Item — Missing pieces date* | YES | YES |
| *Item — Notes* | YES | YES |
| *Item — Notes — Staff only* | YES | YES |
| *Item — Notes — Note* | YES | YES |
| *Item — Notes — Note type* | YES | YES |
| *Item — Number of missing pieces* | YES | YES |
| *Item — Number of pieces* | YES | YES |
| *Item — Purchase order line identifier* | YES | YES |
| *Item — Sort order* | YES | YES |
| *Item — Statistical codes* | YES | YES |
| *Item — Status* | YES | YES |
| *Item — Status date* | YES | YES |
| *Item — Suppress from discovery* | YES | YES |
| *Item — Tags* | YES | YES |
| *Item — Tenant ID* | YES | YES |
| *Item — Updated date* | YES | YES |
| *Item — Version* | YES | YES |
| *Item — Volume* | YES | YES |
| *Item — Year, caption* | YES | YES |

### Users with manual blocks

| *Field name* in Lists app | Can use to build query in UI? | Option to show as column heading in UI? |
| :----- | :-----: | :-----: |
| *User — Active* | YES | YES |
| *User — Address* | NO | YES |
| *User — Address — Primary address* | YES | YES |
| *User — Address — City* | YES | YES |
| *User — Address — Region* | YES | YES |
| *User — Address — Postal code* | YES | YES |
| *User — Address — Line 1* | YES | YES |
| *User — Address — Line 2* | YES | YES |
| *User - Barcode* | YES | YES |
| *User - Created by user UUID* | YES | YES |
| *User - Date of birth* | YES | YES |
| *User - Department names* | YES | YES |
| *User - Department UUIDs* | NO | YES |
| *User - Email* | YES | YES |
| *User - Enrollment date* | YES | YES |
| *User - Expiration date* | YES | YES |
| *User - External system ID* | YES | YES |
| *User - First name* | YES | YES |
| *User - Last name* | YES | YES |
| *User - Last name, first name* | YES | YES |
| *User - Middle name* | YES | YES |
| *User - Mobile phone* | YES | YES |
| *User - Phone* | YES | YES |
| *User - Preferred contact type* | YES | YES |
| *User - Preferred first name* | YES | YES |
| *User - Pronouns* | YES | YES |
| *User - Proxy for* | NO | YES |
| *User - Tags* | NO | YES |
| *User - Type* | YES | YES |
| *User - Updated by user UUID* | YES | YES |
| *User - Updated date* | YES | YES |
| *User - User created date* | YES | YES |
| *User - User updated date* | YES | YES |
| *User - User UUID* | YES | YES |
| *User — Patron group — Name* | YES | YES |
| *Manual blocks — Borrowing* | YES | YES |
| *Manual blocks — Code* | YES | YES |
| *Manual blocks — Created at* | YES | YES |
| *Manual blocks — Description* | YES | YES |
| *Manual blocks — Expiration date* | YES | YES |
| *Manual blocks — Patron message* | YES | YES |
| *Manual blocks — Renewals* | YES | YES |
| *Manual blocks — Requests* | YES | YES |
| *Manual blocks — Staff information* | YES | YES |
| *Manual blocks — Updated at* | YES | YES |
| *Manual blocks — UUID* | YES | YES |
| *Manual blocks — Created by — Email* | YES | YES |
| *Manual blocks — Created by — Last name, first name* | YES | YES |
| *Manual blocks — Created by — Username* | YES | YES |
| *Manual blocks — Updated by — Email* | YES | YES |
| *Manual blocks — Updated by — Last name, first name* | YES | YES |
| *Manual blocks — Updated by — Username* | YES | YES |

### Users with open transactions

| *Field name* in Lists app | Can use to build query in UI? | Option to show as column heading in UI? |
| :----- | :-----: | :-----: |
| *User — Active* | YES | YES |
| *User — Address* | NO | YES |
| *User — Address — Primary address* | YES | YES |
| *User — Address — City* | YES | YES |
| *User — Address — Region* | YES | YES |
| *User — Address — Postal code* | YES | YES |
| *User — Address — Line 1* | YES | YES |
| *User — Address — Line 2* | YES | YES |
| *User - Barcode* | YES | YES |
| *User - Created by user UUID* | YES | YES |
| *User - Date of birth* | YES | YES |
| *User - Department names* | YES | YES |
| *User - Department UUIDs* | NO | YES |
| *User - Email* | YES | YES |
| *User - Enrollment date* | YES | YES |
| *User - Expiration date* | YES | YES |
| *User - External system ID* | YES | YES |
| *User - First name* | YES | YES |
| *User - Last name* | YES | YES |
| *User - Last name, first name* | YES | YES |
| *User - Middle name* | YES | YES |
| *User - Mobile phone* | YES | YES |
| *User - Phone* | YES | YES |
| *User - Preferred contact type* | YES | YES |
| *User - Preferred first name* | YES | YES |
| *User - Pronouns* | YES | YES |
| *User - Proxy for* | NO | YES |
| *User - Tags* | NO | YES |
| *User - Type* | YES | YES |
| *User - Updated by user UUID* | YES | YES |
| *User - Updated date* | YES | YES |
| *User - User created date* | YES | YES |
| *User - User updated date* | YES | YES |
| *User - User UUID* | YES | YES |
| *User — Patron group — Name* | YES | YES |
| *Transactions — Automated blocks* | YES | YES |
| *Transactions — Has open transactions* | YES | YES |
| *Transactions — Manual blocks* | YES | YES |
| *Transactions — Open fees/fines* | YES | YES |
| *Transactions — Open loans* | YES | YES |
| *Transactions — Open proxies* | YES | YES |
| *Transactions — Open requests* | YES | YES |
| *Transactions — User UUID* | YES | YES |
| *Transactions — UUID* | YES | YES |

### Voucher lines

| *Field name* in Lists app | Can use to build query in UI? | Option to show as column heading in UI? |
| :----- | :-----: | :-----: |
| *Amount* | YES | YES |
| *Created date* | YES | YES |
| *External account number* | YES | YES |
| *Fund distribution* | NO | YES |
| *Fund distribution — Encumbrance UUID* | YES | YES |
| *Fund distribution — Invoice line UUID* | YES | YES |
| *Fund distribution — Value* | YES | YES |
| *Fund distribution — Fund* | YES | YES |
| *Fund distribution — Expense class* | YES | YES |
| *Fund distribution — Distribution type* | YES | YES |
| *Fund distribution — Code* | YES | YES |
| *Updated date* | YES | YES |
| *UUID* | YES | YES |

### Voucher lines with fund

| *Field name* in Lists app | Can use to build query in UI? | Option to show as column heading in UI? |
Expand Down
33 changes: 17 additions & 16 deletions content/en/docs/Settings/Settings_bulk_edit/Settings_bulk_edit.md
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@@ -1,19 +1,19 @@
---
title: "Settings > Bulk Edit"
linkTitle: "Bulk-Edit"
title: "Settings > Bulk edit"
linkTitle: "Bulk edit"
date: 2026-06-10
weight: 28
tags: ["subtopic"]
---

The Bulk edit section in the Settings app provides configuration options for managing bulk edit profiles. Bulk edit Profiles are predefined templates that help librarians perform bulk edits in a consistent and controlled manner. Instead of manually configuring each bulk edit job, users can create and reuse profiles that define what data to change and how.
The Bulk edit section in the Settings app provides configuration options for managing bulk edit profiles. Bulk edit profiles are predefined templates that help librarians perform bulk edits in a consistent and controlled manner. Instead of manually configuring each bulk edit job, users can create and reuse profiles that define what data to change and how.


## Capabilities and Capability Sets

The following **Capabilities** allow for interaction in Settings > Bulk Edit.
The following **Capabilities** allow for interaction in Settings > Bulk edit.

For all Settings > Bulk Edit capabilities:
For all Settings > Bulk edit capabilities:

- **Application** is *app-bulk-edit*.
- **Type** is *settings*.
Expand All @@ -30,30 +30,31 @@ For all Settings > Bulk Edit capabilities:
## Creating a bulk edit profile

1. Navigate to **Settings → Bulk Edit**, and select a record type under **Inventory profiles** or **Other profiles**.
2. Click the **New** button to open the profile creation form.
3. In the **Summary** accordion fill out the information about the profile so that it can easily be identified during the bulk edit job execution.
4. In the **Bulk Edits** section, specify the data changes, similar to how you would configure them in the Bulk Edit form within the Bulk Edit app. Once saved, the profile is immediately available for use in bulk edit jobs within Bulk edit app.
2. Click the **New** button to open the profile creation form (for holdings, items, or users) or the **Actions** button (for Instances only, after which you will see options for new profiles).
3. In the **Summary** accordion fill out information about the profile so that it can easily be identified during the bulk edit job execution.
4. In the **Bulk Edits** section, specify the data changes, similar to how you would configure them in the Bulk edit form within the Bulk edit app.
5. Click **Save & close.** Once saved, the profile is immediately available for use within the Bulk edit app.

## Editing an existing profile

1. Navigate to **Settings → Bulk Edit**, and select a record type under **Inventory profiles** or **Other profiles**.
2. Click on the row with the profile that needs to be edited. Once the form with the profile opens, from the **Actions** menu select **Edit**.
3. Make required changes and save your updates. Once saved, the changes made in the profile are immediately available for use in bulk edit jobs within Bulk edit app.
1. Navigate to **Settings → Bulk edit**, and select a record type under **Inventory profiles** or **Other profiles**.
2. Click the row with the profile that needs to be edited. Once the form with the profile opens, from the **Actions** menu select **Edit**.
3. Make required changes, then click **Save & close.**

## Duplicating a profile

1. Navigate to **Settings → Bulk Edit**, and select a record type under **Inventory profiles** or **Other profiles**.
2. Click on the row with the profile that needs to be edited. Once the form with the profile opens, from the **Actions** menu select **Duplicate**. That opens a new profile creation form, prepopulated with the data from the original profile. The name of the profile is prefixed with “Copy of”.
3. Make necessary changes and save your updates. Once saved, the new profile is immediately available for use in bulk edit jobs within Bulk edit app.
2. Click the row with the profile that needs to be edited. Once the form with the profile opens, from the **Actions** menu select **Duplicate**. That opens a new profile creation form, prepopulated with the data from the original profile. The name of the profile is prefixed with “Copy of”.
3. Make required changes, then click **Save & close.**

## Locking and unlocking a profile

1. Navigate to **Settings → Bulk Edit**, and select a record type under **Inventory profiles** or **Other profiles**.
2. Click on the row with the profile that needs to be edited. Once the form with the profile opens, from the **Actions** menu select **Edit**.
3. Click **Lock**. The selected value will lock the profile and the unselected value will make the profile unlocked.
2. Click the row with the profile that needs to be edited. Once the form with the profile opens, from the **Actions** menu select **Edit**.
3. Click **Lock profile**. The selected value will lock the profile and the unselected value will make the profile unlocked.
4. Locking the profile makes it read-only and prevents deletion. Locked profiles can only be duplicated.

## Deleting a profile
1. Navigate to **Settings → Bulk Edit**, and select a record type under **Inventory profiles** or **Other profiles**.
2. Click on the row with the profile that needs to be edited. Once the form with the profile opens, from the **Actions** menu select **Delete**.
2. Click the row with the profile that needs to be edited. Once the form with the profile opens, from the **Actions** menu select **Delete**.
3. Confirm deletion of the profile. The profile is removed and not available any longer for use in bulk edit jobs within Bulk edit app. **Note**: Deleted profiles cannot be restored.