From b69bb745f5d301bfb6fc4d3b3f9e781a969bab02 Mon Sep 17 00:00:00 2001 From: Steven Chand Date: Mon, 28 Sep 2026 15:10:34 -0700 Subject: [PATCH 1/2] [SC-18573] Document renaming artifact types Admins can now edit the Name, Description and Slug of every artifact type, built-in ones included, from the Artifact Type pop-up. The edit steps only listed Name and Description as fields, with no way to save them. - Edit artifact types: Name, Description and Slug with Save Details, the name and slug rules, and a callout that a slug change keeps role permissions and leaves artifacts and their links alone - Slide version of the same include: Save Details for the three fields - Default artifact types: note that the defaults can be renamed too Co-Authored-By: Claude Opus 5.5 --- site/guide/validation/_add-edit-artifact-types.qmd | 13 +++++++++++-- site/guide/validation/manage-artifact-types.qmd | 2 ++ 2 files changed, 13 insertions(+), 2 deletions(-) diff --git a/site/guide/validation/_add-edit-artifact-types.qmd b/site/guide/validation/_add-edit-artifact-types.qmd index 82be0f5cf1..10bf7f8a61 100644 --- a/site/guide/validation/_add-edit-artifact-types.qmd +++ b/site/guide/validation/_add-edit-artifact-types.qmd @@ -38,8 +38,9 @@ SPDX-License-Identifier: AGPL-3.0 AND ValidMind Commercial --> 4. Make your desired changes to the artifact type's details: - - **Name** - - **Description** + - **Name**, **Description**, and **Slug** — Edit the artifact type's details and click **Save Details** to apply your changes. You can rename any artifact type, including the default ones.[^edit-details] + - The name is shown everywhere the artifact type appears, such as the sidebar, artifact lists and filters, and workflows. Names must be unique within your organization and 255 characters or fewer. + - The slug identifies the artifact type in permissions and in links to its settings. Slugs must be unique within your organization and use only lowercase letters, numbers, and dashes. - **Fields** — Select the default artifact fields that should appear on this type of artifact and click **Save Fields** to apply your changes.[^edit-fields-callout] - **Record Fields Display**[^edit-record-fields-config] — Select which upstream record fields^[[Edit inventory fields](/guide/inventory/edit-inventory-fields.qmd)] to display as read-only under the Inventory Record Information section on artifacts of this type and click **Save Record Fields Configuration** to apply your changes. - **Artifact Statuses** — Configure the statuses available to this artifact type.^[[Manage artifact type statuses](#manage-artifact-type-statuses)] @@ -70,6 +71,13 @@ SPDX-License-Identifier: AGPL-3.0 AND ValidMind Commercial --> - [Manage record stakeholder types](/guide/configuration/manage-record-stakeholder-types.qmd) - [Manage roles](/guide/configuration/manage-roles.qmd) +[^edit-details]: + + ::: {.callout title="Changing a slug keeps the artifact type's permissions."} + Roles keep the same permissions to create, update, and view artifacts of the type, and existing artifacts and links to them are not affected. Bookmarked links to the artifact type's settings that include the old slug no longer open it. + + ::: + [^edit-fields-callout]: ::: {.callout title="Only default fields are available to be selected in this view."} @@ -114,6 +122,7 @@ b. Make your desired changes to the artifact type's details and permissions. Most changes are saved automatically. + - For **Name**, **Description**, and **Slug**, click **Save Details** to apply changes. - For **Fields** configuration, click **Save Fields** to apply changes. - For **Record Fields Display** configuration, click **Save Record Fields Configuration** to apply changes. diff --git a/site/guide/validation/manage-artifact-types.qmd b/site/guide/validation/manage-artifact-types.qmd index ca670618a8..adc3b6d1a5 100644 --- a/site/guide/validation/manage-artifact-types.qmd +++ b/site/guide/validation/manage-artifact-types.qmd @@ -25,6 +25,8 @@ Policy Exception Limitation : Inherent weaknesses or constraints of the record itself that cannot be fully resolved; definitions under which the record's results should be interpreted with caution. +You can rename any artifact type, including these defaults, so that it matches the terminology your organization uses.^[[Edit artifact types](#edit-artifact-types)] +
::: {.callout-button .pl4 .nt4} From 127e6a7f81b447219da96ecbfb00997e4467ad46 Mon Sep 17 00:00:00 2001 From: Steven Chand Date: Mon, 5 Oct 2026 11:50:42 -0700 Subject: [PATCH 2/2] [SC-18573] Note that dashboard charts follow an artifact type rename Co-Authored-By: Claude Opus 5.5 --- site/guide/validation/_add-edit-artifact-types.qmd | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/site/guide/validation/_add-edit-artifact-types.qmd b/site/guide/validation/_add-edit-artifact-types.qmd index 10bf7f8a61..56ed901384 100644 --- a/site/guide/validation/_add-edit-artifact-types.qmd +++ b/site/guide/validation/_add-edit-artifact-types.qmd @@ -39,7 +39,7 @@ SPDX-License-Identifier: AGPL-3.0 AND ValidMind Commercial --> 4. Make your desired changes to the artifact type's details: - **Name**, **Description**, and **Slug** — Edit the artifact type's details and click **Save Details** to apply your changes. You can rename any artifact type, including the default ones.[^edit-details] - - The name is shown everywhere the artifact type appears, such as the sidebar, artifact lists and filters, and workflows. Names must be unique within your organization and 255 characters or fewer. + - The name is shown everywhere the artifact type appears, such as the sidebar, artifact lists and filters, and workflows. Dashboard charts filtered to the artifact type by name are updated to the new name. Names must be unique within your organization and 255 characters or fewer. - The slug identifies the artifact type in permissions and in links to its settings. Slugs must be unique within your organization and use only lowercase letters, numbers, and dashes. - **Fields** — Select the default artifact fields that should appear on this type of artifact and click **Save Fields** to apply your changes.[^edit-fields-callout] - **Record Fields Display**[^edit-record-fields-config] — Select which upstream record fields^[[Edit inventory fields](/guide/inventory/edit-inventory-fields.qmd)] to display as read-only under the Inventory Record Information section on artifacts of this type and click **Save Record Fields Configuration** to apply your changes.