Edit Locations

Background

You can quickly edit locations or sub locations inline in the List or Tree view table. You can also update them in the Location Details View pane.

Things to Consider

  • Required User Permissions

  • Limitations:
    Important! Editing a location updates it everywhere it is used across the project. If you split a single-tier location into multiple tiers (by renaming and adding sub locations), existing items remain assigned to the first tier — they will not move to the new second-tier location.
    Example: Your project has a single-tier location named “East Wing Men’s Bathroom.” You rename the first tier to “East Wing” and add a second tier named “Men’s Bathroom.” Any items that were tied to “East Wing Men’s Bathroom” are automatically reassigned to “East Wing.” They are not moved to “East Wing > Men’s Bathroom.” See What are multi-tiered locations? for more information.

Steps

  1. Navigate to the project's Locations tool.
    The Locations page appears with the List View by default.
    Note: You can configure which table view and table column names you want to see in the Locations table.

  2. To quickly edit a location in the List or Tree view table, do the following:

    1. Hover over a location in the List or Tree view table.

    2. Click theVertical Ellipsisicon in the corresponding row under the Actions column.

    3. Select Edit.
      You can directly edit the following fields inline: Location Name, Code, and Type.

    4. Click theIcon Save Cnvsicon in the corresponding row to save the changes.

  3. To edit a location in the Location Details View pane, do the following:

    1. Click the desired location in the List or Tree view table.
      The Location Details View pane appears on the right side of the Locations page.

    2. Click the Icon Edit2icon in the Location Details View pane.
      The Edit Location screen appears. You can edit the following fields:

      • Parent

      • Location Name

      • Code

      • Type

      • Description
        Note: You can also view the edit history (created or updated date and time) of the location.

    3. After editing the required fields, click Save.

See Also

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