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content: Set custom field on many assets at once, record arrows in the advanced index guide (shelf.nu #3260) - #463

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carlosvirreira merged 2 commits into
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content-update/pr-3260-bulk-set-custom-field
Nov 2, 2026
Merged

carlosvirreira merged 2 commits into
mainfrom
content-update/pr-3260-bulk-set-custom-field

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Triggered by

  • shelf.nu PR #3260: feat(assets): bulk "Set custom field" action on the asset index: View PR
  • Analyzer follow-up advanced-index-kb-record-arrows (from shelf.nu #3212, blocked on website-v2#441, now merged)

Product change summary

On the asset index, Actions → Set custom field gives selected assets one value for one custom field. Default mode fills only assets with no value; Replace their value overwrites. Category-limited fields skip other categories (the dialog says so), identical values are no-ops, bad values are refused naming the field, archived assets are refused. Each changed asset gets the single-edit activity line. Route needs asset: update = Owner and Admin only (Manager has read and custody only in packages/permissions/src/matrix.ts). Deployed 2026-10-30 08:25Z (Deploy run on 71535d597).

Content changes

Content enhancements

  • content/knowledge-base/using-batch-actions-in-shelf.mdx: menu list entry plus a new "Setting a Custom Field on Many Assets" section with steps, rules, the toast wording and a fresh screenshot from ACME (dialog only, nothing submitted).
  • content/knowledge-base/advanced-asset-index-complete-guide.mdx: "Custom Fields" under Batch Actions, and a short "Stepping Through Results" section on the previous/next arrows (the open follow-up from the 10-29 run).
  • content/knowledge-base/bulk-updating-assets-via-csv.mdx: points to the no-file option for one field.
  • content/knowledge-base/custom-field-types-in-shelf.mdx: "Filling a Field on Many Assets".

New content

  • content/updates/set-a-custom-field-on-many-assets-at-once.mdx: inApp: true, appRoles: ["ADMIN", "OWNER"].

Review notes

  • Two entries are flagged inApp this run: this one and booking PDF documents (website-v2#460). Unflag one if that is too many for the week.
  • Alternatives not touched: bulk custom field editing is common in the category (Snipe-IT, Sortly and others have it), so it is not a differentiator.

Impact scope

  • End users affected: Owners and Administrators maintaining asset data
  • Prospects affected: teams migrating from spreadsheets who need to backfill fields
  • Pages modified: 4
  • Pages created: 1
  • Pages flagged for review: 0

Generated by Shelf Content Intelligence: PR→Website Sync

…index guide

Triggered by: Shelf-nu/shelf.nu#3260
Assets can now get one custom field value in bulk from the asset index Actions menu.
Also closes the analyzer follow-up to mention the previous/next arrows (shelf.nu #3212) in the advanced index guide.
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Reviewing files that changed from the base of the PR and between 29a92a1 and f4914d2.

Files selected for processing: 5
  • content/knowledge-base/advanced-asset-index-complete-guide.mdx
  • content/knowledge-base/bulk-updating-assets-via-csv.mdx
  • content/knowledge-base/custom-field-types-in-shelf.mdx
  • content/knowledge-base/using-batch-actions-in-shelf.mdx
  • content/updates/set-a-custom-field-on-many-assets-at-once.mdx
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https://04b8da27.shelf-nu.pages.dev

@carlosvirreira
carlosvirreira merged commit 2f7b410 into main Nov 2, 2026
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