We're excited to share upcoming improvements to how you manage Physical Records metadata in RecordPoint: a redesigned editor for Physical List of Values, plus updates that keep value and profile renames consistent across your existing records.
Today, managing a Physical List of Values is limited — values can be reordered, but not renamed or removed, and obsolete entries linger in dropdowns long after a department name has changed. These updates give records administrators full management of List of Values and keep renames flowing through to the records that already reference them.
Here's what's new:
Full List of Values management in one place
- Ability to add, rename, remove, reorder, and bulk-import values for any Physical List of Values field — all in a single view.
- Duplicate values are caught automatically before they can be saved.
Note: To import, the file needs to be in CSV format and have only one value per line. The first row needs to have a heading called "Title".
Renames flow through; removals stay safe
- Renaming a value updates the field across every existing record that references it.
- Removing a value keeps it visible on records that already use it, so historical data stays intact.
- Removed values sit in a “Removed values” grid below the main editor, where you can restore them.
Bulk-rename Physical Profiles
- Update a Physical field name once and have the change flow through every record using that profile, not just newly created ones.
- Every rename is captured in the audit log so changes stand up to review.
Together, these updates give records administrators direct control over Physical Records metadata as their organization changes — fewer manual workarounds, cleaner dropdowns, and a single source of truth across new and existing records.
This feature will be available to all customers by the end of June 2026.
Want to learn more or join early access? Reach out to your Customer Success Manager.