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Reorder Item Records via Inventory UI

Reorder Item Records via Inventory UI

As of Trillium release, FOLIO Inventory now supports the ability to reorder items within a holdings.

This page documents the specific details around reordering item records via the Inventory user interface:

Preconditions

FOLIO users will need the following permission/capability in order to invoke the ‘Move items within an instance' action:

  • Permission: Inventory: Move items

  • Capability: ui-inventory_item.execute

 

Item Order Display

Items under a holdings will now include an ‘Order’ column in the Inventory 3rd pane view which displays a numeric value for each item. This Item Order Field value determines the order display of the items.

By default, item lists will now sort by Order ascending (e.g. 1, 2, 3, etc…). Users can still dynamically sort by other fields as they would like.

 

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Reordering Items

To edit the order of items within a holdings in Inventory, a user must do the following:

  1. Navigate to an instance which contains holdings with multiple items

  2. At top-right of the 3rd pane instance view, click ‘Actions’ and select ‘Move items within an instance’

Once the ‘Move items within an instance’ action has been invoked, the user will see the page view change slightly to allow for edits to the item order. There are two methods for changing the order of items within a holdings: Drag & Drop, and Manual Value Adjustment.

Image shows how access the item reorder view by invoking the 'Move items with an instance' action

Drag & Drop

  1. On the left side of the items list, after invoking the ‘Move items within an instance’ action, you will see a column on the left of the items list with a 6-dotted Drag & Drop icon for each item row.

 

  1. When you click and hold one of the 6-dotted icons, you can drag the selected item from its current position to a new one.

    • See the example in the screenshot below, where we move Item #6 to the first position.

 

  1. When you release your click, the item will be dropped to its new location in the list and the item order values are automatically adjusted.

    • See the example in the screenshot below, where we’ve moved item #6 to the first position.

      • Note that values in the ‘Order’ column have been automatically reorganized: The former item #6 is now item #1, the former item #1 is now item #2, the former item #2 is now item #3 and so on…

 

  1. When you’re ready to save your changes, click ‘Actions’ at the top right of the 3rd pane and click ‘Stop items movement within an instance’.

 

At this point, a success toast will show at the bottom right of the screen and you will be returned to the normal 3rd pane view with the items now reordered based on your changes.

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1. Drag & Drop icons display at left of items list
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2. Click and hold a Drag & Drop icon to move an item within the list
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3. Release click to drop an item in the desired location
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4. Use ‘Stop items movement within an instance’ action to save changes

Manual Value Adjustment

  1. After invoking the ‘Move items within an instance’ action, you will find that item order can also be adjusted by manually entering in a specific value into the ‘Order’ field for a given item.

 

  1. To change the Order value of an item, click into the editable text box under the ‘Order’ column for a given item and enter in your desired order value

    • See in the below screenshot example that item #6 has been updated with the value of 1 in order to move it to the first position in the order list.

 

  1. When you’re ready to save your changes, click ‘Actions’ at the top right of the 3rd pane and click ‘Stop items movement within an instance’.

 

At this point, a success toast will show at the bottom right of the screen and you will be returned to the normal 3rd pane view with the items now reordered based on your changes.

image-20251202-204123.png
1. Item order values display under ‘Order’ column
image-20251202-204649.png
2. Order field can be manually adjusted via editable text box
image-20251202-204918.png
3. Use ‘Stop items movement within an instance’ action to save changes

Additional Information