# \#Members-only **URL:** https://speciforum.org/tag/members-only/14.md [Latest](https://speciforum.org/latest.md) · [Categories](https://speciforum.org/categories.md) · [Tags](https://speciforum.org/tags.md) --- ## [The Specify 7 WorkBench](https://speciforum.org/t/the-specify-7-workbench/540)
**Author:** [@Grant](https://speciforum.org/u/Grant)\ **Replies:** 0\ **Last updated:** [February 7, 2025, 6:00am UTC](https://speciforum.org/t/the-specify-7-workbench/540 "2025-02-07T06:00:00Z")
:open\_book: This guide explains how to create a WorkBench Data Set, map its columns to Specify fields, validate the data, review the expected results, and upload records into a collection. It also covers grid editing,… --- ## [Batch Attachment Uploader](https://speciforum.org/t/batch-attachment-uploader/1374)
**Author:** [@Grant](https://speciforum.org/u/Grant)\ **Replies:** 9\ **Last updated:** [April 9, 2025, 6:32pm UTC](https://speciforum.org/t/batch-attachment-uploader/1374 "2025-04-09T18:32:56Z")
:book: This guide explains how to use the Batch Attachment Uploader to bulk upload attachments (files) to existing records. It covers the two available matching modes, Match by Filename and Match by Mapping File, the pe… --- ## [Accession scoped Institution level](https://speciforum.org/t/accession-scoped-institution-level/4285)
**Author:** [@Anna](https://speciforum.org/u/Anna)\ **Replies:** 2\ **Last updated:** [October 8, 2026, 10:16am UTC](https://speciforum.org/t/accession-scoped-institution-level/4285 "2026-10-08T10:16:31Z")
Specify 7 Version: v7.12.1.1 Hi, Could you please let me know how to configure the Accession table so that it is scoped at the Institution level rather than at the Discipline level? Thank you! Anna --- ## [Using Forms in Specify 7](https://speciforum.org/t/using-forms-in-specify-7/959)
**Author:** [@Grant](https://speciforum.org/u/Grant)\ **Replies:** 0\ **Last updated:** [December 29, 2022, 1:16pm UTC](https://speciforum.org/t/using-forms-in-specify-7/959 "2022-12-29T13:16:46Z")
:open\_book: This guide explains using and modifying of forms. It covers navigating records, using query combo boxes, managing subviews for one-to-many relationships, and utilizing the carry-forward and auto-numbering. T… --- ## [User Tools Menu](https://speciforum.org/t/user-tools-menu/536)
**Author:** [@Grant](https://speciforum.org/u/Grant)\ **Replies:** 0\ **Last updated:** [July 12, 2022, 3:31am UTC](https://speciforum.org/t/user-tools-menu/536 "2022-07-12T03:31:39Z")
:book: This guide introduces the User Tools menu. It explains how to open the menu and breaks down the available options into key categories: User Account, Customization, Administrative Tools (Security, App Resources, a… --- ## [Exporting & Publishing Data using Darwin Core (DwC-A) (GBIF, iDigBio, etc.)](https://speciforum.org/t/exporting-publishing-data-using-darwin-core-dwc-a-gbif-idigbio-etc/568)
**Author:** [@Grant](https://speciforum.org/u/Grant)\ **Replies:** 0\ **Last updated:** [February 5, 2025, 6:00am UTC](https://speciforum.org/t/exporting-publishing-data-using-darwin-core-dwc-a-gbif-idigbio-etc/568 "2025-02-05T06:00:00Z")
:book: This guide explains how to export Specify data to the Darwin Core Archive (DwC-A) format and how to set up an RSS feed for regular data retrieval by aggregators. :open\_book: Introduction to Data Publishing Publ… --- ## [Using the Query Builder](https://speciforum.org/t/using-the-query-builder/289)
**Author:** [@Grant](https://speciforum.org/u/Grant)\ **Replies:** 3\ **Last updated:** [May 14, 2024, 10:36am UTC](https://speciforum.org/t/using-the-query-builder/289 "2024-05-14T10:36:30Z")
:open\_book: This guide details the Query Builder, a tool for searching and retrieving data across the database. It walks users through the process of creating a new query, adding fields from related tables, and applyin… --- ## [Create a Web Portal Mapping in Specify 7](https://speciforum.org/t/create-a-web-portal-mapping-in-specify-7/4097)
**Author:** [@lexiclevenger6](https://speciforum.org/u/lexiclevenger6)\ **Replies:** 0\ **Last updated:** [August 26, 2026, 6:17pm UTC](https://speciforum.org/t/create-a-web-portal-mapping-in-specify-7/4097 "2026-08-26T18:17:40Z")
:open\_book: This guide explains how to create a query compatible with a Specify Web Portal before using the Web Portal export feature. To learn how to use the export feature, see the article Export to Web Portal. Crea… --- ## [Security and Accounts](https://speciforum.org/t/security-and-accounts/539)
**Author:** [@Grant](https://speciforum.org/u/Grant)\ **Replies:** 0\ **Last updated:** [July 12, 2022, 9:22pm UTC](https://speciforum.org/t/security-and-accounts/539 "2022-07-12T21:22:28Z")
:open\_book: This guide covers the Security and Accounts system and explains how to define user roles and assign them. \[!caution\] Before You Begin It is highly advised that you read and understand Specify Institution… --- ## [Editing Tree Definitions / Ranks](https://speciforum.org/t/editing-tree-definitions-ranks/1783)
**Author:** [@Elizabeth](https://speciforum.org/u/Elizabeth)\ **Replies:** 0\ **Last updated:** [June 3, 2024, 4:22pm UTC](https://speciforum.org/t/editing-tree-definitions-ranks/1783 "2024-06-03T16:22:36Z")
:book: This guide explains how to edit, add, and delete tree ranks. A Tree Definition defines the available levels or ranks in a tree, as well as how these ranks are enforced during data entry and used in aggregating … --- ## [Importing Blank Determination Records: Prevention and Cleanup](https://speciforum.org/t/importing-blank-determination-records-prevention-and-cleanup/4015)
**Author:** [@bronwyn](https://speciforum.org/u/bronwyn)\ **Replies:** 0\ **Last updated:** [August 12, 2026, 4:04pm UTC](https://speciforum.org/t/importing-blank-determination-records-prevention-and-cleanup/4015 "2026-08-12T16:04:03Z")
:open\_book: This article covers how to avoid uploading blank determinations with Collection Object imports in the WorkBench. It also guides on how to remove those records using Batch Edit if created. Preventing Blank… --- ## [Collection Relationship Subviews: Linking Objects Within the Same Collection](https://speciforum.org/t/collection-relationship-subviews-linking-objects-within-the-same-collection/3793)
**Author:** [@bronwyn](https://speciforum.org/u/bronwyn)\ **Replies:** 0\ **Last updated:** [June 24, 2026, 6:56pm UTC](https://speciforum.org/t/collection-relationship-subviews-linking-objects-within-the-same-collection/3793 "2026-06-24T18:56:10Z")
:open\_book: This guide explains how to configure a subview-based layout for Collection Relationships that link Collection Objects within the same collection. What Are Collection Relationships? Collection relationships… --- ## [Collection Object Groups](https://speciforum.org/t/collection-object-groups/2226)
**Author:** [@Grant](https://speciforum.org/u/Grant)\ **Replies:** 0\ **Last updated:** [March 10, 2025, 5:00am UTC](https://speciforum.org/t/collection-object-groups/2226 "2025-03-10T05:00:00Z")
:open\_book: This documentation explains Collection Object Groups, its types, usage and workflow. Introduction When research specimens and samples are itemized in a Specify database, they are represented as Specify “Co… --- ## [Collection Object Types](https://speciforum.org/t/collection-object-types/2227)
**Author:** [@Grant](https://speciforum.org/u/Grant)\ **Replies:** 0\ **Last updated:** [March 10, 2025, 5:00am UTC](https://speciforum.org/t/collection-object-types/2227 "2025-03-10T05:00:00Z")
:open\_book: This guide explains Collection Object Types (COT), a feature designed to manage diverse materials within a single Collection. It details different key features and its setup and usage. Overview The introd… --- ## [How to Update Your RSS Feed](https://speciforum.org/t/how-to-update-your-rss-feed/567)
**Author:** [@Grant](https://speciforum.org/u/Grant)\ **Replies:** 0\ **Last updated:** [July 25, 2022, 3:14pm UTC](https://speciforum.org/t/how-to-update-your-rss-feed/567 "2022-07-25T15:14:32Z")
:open\_book: This guide shows how to update your RSS feed from within Specify 7. Read First To do this successfully, you first must have the following app resources configured: ExportFeed DwCA export mapping DwCA exp… --- ## [Catalog Number Regular Expression Formatter Set Up](https://speciforum.org/t/catalog-number-regular-expression-formatter-set-up/766)
**Author:** [@Grant](https://speciforum.org/u/Grant)\ **Replies:** 0\ **Last updated:** [March 27, 2025, 5:00am UTC](https://speciforum.org/t/catalog-number-regular-expression-formatter-set-up/766 "2025-03-27T05:00:00Z")
:book: This guide explains how to set up a Regular Expression for a Catalog Number format and provides an example of a Regular Expression for the Accession Number. Regular Expressions in Field Formats UI Formatters ca… --- ## [Configuring Uniqueness Rules](https://speciforum.org/t/configuring-uniqueness-rules/1487)
**Author:** [@bronwyn](https://speciforum.org/u/bronwyn)\ **Replies:** 0\ **Last updated:** [January 8, 2024, 8:32pm UTC](https://speciforum.org/t/configuring-uniqueness-rules/1487 "2024-01-08T20:32:00Z")
:open\_book: This documentation explains Uniqueness rules, its functions, and configuration settings. What Are Uniqueness Rules? Uniqueness Rules. Established on a per table basis in the Schema Config tool in Specify 7… --- ## [Migrate Determiners to the 'Determiner' table](https://speciforum.org/t/migrate-determiners-to-the-determiner-table/843)
**Author:** [@Grant](https://speciforum.org/u/Grant)\ **Replies:** 0\ **Last updated:** [November 2, 2022, 9:49pm UTC](https://speciforum.org/t/migrate-determiners-to-the-determiner-table/843 "2022-11-02T21:49:08Z")
:book: This guide provides the commands to move all determiners from the determination table into the determiner table for all records in the database. \[!Important\] These steps can and should only be performed by IT… --- ## [Add Determiners to the form](https://speciforum.org/t/add-determiners-to-the-form/857)
**Author:** [@Grant](https://speciforum.org/u/Grant)\ **Replies:** 3\ **Last updated:** [April 14, 2026, 5:18pm UTC](https://speciforum.org/t/add-determiners-to-the-form/857 "2026-04-14T17:18:18Z")
:book: This guide explains how to add determiners to the determination form. \[!Important\] Please watch our videos on form modification before proceeding! You can see all of the fields available in this table on th… --- ## [Printing Reports or Labels](https://speciforum.org/t/printing-reports-or-labels/2551)
**Author:** [@Grant](https://speciforum.org/u/Grant)\ **Replies:** 0\ **Last updated:** [May 12, 2025, 3:58pm UTC](https://speciforum.org/t/printing-reports-or-labels/2551 "2025-05-12T15:58:50Z")
:book: This guide describes how to print reports or labels in Specify. If you do not yet have a report or label in your database, please read Creating Reports & Labels in Specify 7. If you would like the Specify team t… --- ## [Enable Debug Mode in Specify 7](https://speciforum.org/t/enable-debug-mode-in-specify-7/950)
**Author:** [@Grant](https://speciforum.org/u/Grant)\ **Replies:** 0\ **Last updated:** [December 23, 2022, 8:57pm UTC](https://speciforum.org/t/enable-debug-mode-in-specify-7/950 "2022-12-23T20:57:31Z")
:book: This guide explains how to setup a dev version of Specify 7 with Docker– Docker Workflow for Development · specify/specify7 Wiki · GitHub for debugging and development purposes. If you are using a traditional d… --- ## [Batch Edit](https://speciforum.org/t/batch-edit/2248)
**Author:** [@Elizabeth](https://speciforum.org/u/Elizabeth)\ **Replies:** 5\ **Last updated:** [October 13, 2025, 12:42pm UTC](https://speciforum.org/t/batch-edit/2248 "2025-10-13T12:42:46Z")
:open\_book: This guide is for users to understand the Batch Edit functionality in Specify. Batch Edit allows users to modify, augment, or correct thousands of records simultaneously. The documentation also explains per… --- ## [App Resources](https://speciforum.org/t/app-resources/582)
**Author:** [@Grant](https://speciforum.org/u/Grant)\ **Replies:** 0\ **Last updated:** [August 1, 2022, 8:49pm UTC](https://speciforum.org/t/app-resources/582 "2022-08-01T20:49:27Z")
:book: This guide details how to manage App Resources, which are the configuration files stored within the Specify database that control various behaviors of the application. It helps with the different types of resourc… --- ## [Form Meta Menu](https://speciforum.org/t/form-meta-menu/844)
**Author:** [@Grant](https://speciforum.org/u/Grant)\ **Replies:** 0\ **Last updated:** [December 12, 2022, 6:00am UTC](https://speciforum.org/t/form-meta-menu/844 "2022-12-12T06:00:00Z")
:open\_book: This guide introduces the Form Meta Menu, accessed via the gear icon (:gear\_:) in the top-right corner of any data entry form. It covers how users can modify form views, enable or disable auto-numbering, an… --- ## [Record Merging](https://speciforum.org/t/record-merging/1324)
**Author:** [@Grant](https://speciforum.org/u/Grant)\ **Replies:** 0\ **Last updated:** [January 13, 2025, 6:00am UTC](https://speciforum.org/t/record-merging/1324 "2025-01-13T06:00:00Z")
:open\_book: This guide covers how to merge records from two or more agents. It also explains the tables supported by this feature and their workflow. Record Merging allows users to combine two or more ag… --- ## [Creating & Using Pick Lists](https://speciforum.org/t/creating-using-pick-lists/1161)
**Author:** [@Grant](https://speciforum.org/u/Grant)\ **Replies:** 0\ **Last updated:** [May 9, 2023, 1:40am UTC](https://speciforum.org/t/creating-using-pick-lists/1161 "2023-05-09T01:40:37Z")
:book: This guide explains what pick lists are, how to create one, and how to assign one to a field. What are Pick Lists? Any field in which data is limited to a controlled vocabulary is called a Pick List. For exampl… --- ## [Report & Label Examples](https://speciforum.org/t/report-label-examples/378)
**Author:** [@Grant](https://speciforum.org/u/Grant)\ **Replies:** 1\ **Last updated:** [May 28, 2026, 6:53am UTC](https://speciforum.org/t/report-label-examples/378 "2026-05-28T06:53:04Z")
:book: This document illustrates the range of possible design features for specimen labels and collection reports created with Specify Software. Although not exhaustive of all features, these samples provide a starting … --- ## [Edit the Query Combo Box Simple Search Form](https://speciforum.org/t/edit-the-query-combo-box-simple-search-form/1312)
**Author:** [@Grant](https://speciforum.org/u/Grant)\ **Replies:** 0\ **Last updated:** [September 16, 2023, 2:36am UTC](https://speciforum.org/t/edit-the-query-combo-box-simple-search-form/1312 "2023-09-16T02:36:04Z")
:book: This guide explains how to edit and add additional fields to the Query Combobox search form. It uses an example of adding the latitude1 and longitude1 fields to the Locality search form. Download a copy of th… --- ## [How to Duplicate a Report or Label](https://speciforum.org/t/how-to-duplicate-a-report-or-label/799)
**Author:** [@Grant](https://speciforum.org/u/Grant)\ **Replies:** 0\ **Last updated:** [October 6, 2022, 1:37pm UTC](https://speciforum.org/t/how-to-duplicate-a-report-or-label/799 "2022-10-06T13:37:25Z")
:book: This guide provides a step-by-step walk through on how to duplicate a report or label. Being able to duplicate a single report or label is useful for testing purposes and allows you to make modifications to an … --- ## [Search Specify in your browser's search bar](https://speciforum.org/t/search-specify-in-your-browsers-search-bar/1087)
**Author:** [@Grant](https://speciforum.org/u/Grant)\ **Replies:** 4\ **Last updated:** [January 9, 2024, 9:25pm UTC](https://speciforum.org/t/search-specify-in-your-browsers-search-bar/1087 "2024-01-09T21:25:45Z")
:book: This guide shows how you can search your Specify 7 instance from your URL bar. This tutorial is using Firefox, so the instructions may differ based on your browser. Click on the URL bar when you are anywher… [Next page](https://speciforum.org/tag/members-only/14.md?match_all_tags=true&page=1&tags%5B%5D=Members-only)