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.
Want to learn more or join early access? Reach out to your Customer Success Manager.