Optimizely Product Information Management (PIM) provides several ways for you to maintain your data and make sure your products are complete and able to be published. You can use the Product List page to view products, edit product records, or assign assets, categories, and related products.
If you often work on specific types of products, you can save filters as collections and pin these to easily filter the list these products. Likewise, if you often need to see a specific set of columns on the product list, you can save columns as a view and switch between views to see the relevant data for the products you are currently reviewing.
Carrie would like to review the completeness of her imported products. First she clicks the Column selector icon and adds the Created On column. She clicks the Filter icon and then clicks the magnifying glass under Created On and selects Greater than for the operator. Carrie selects the previous day which filters the list for any products created in the last day.
Several products still show as Incomplete within this range. Carrie clicks the first one to edit it. She selects the Show Required option and sets the Show only fields with missing data toggle to On. Carrie fills-in the required information, then selects Show Recommended to review what else she could add. She fills in the two missing fields that appear and clicks Save, which updates the product's completion percentage to 100% and sets the status to Ready for Approval.
Carrie selects the Images tab and sees that no images have been assigned yet. She clicks the Assign icon to open the Asset Drawer. Carrie clicks the folder icon to open the Select Asset Folder panel, then opens the the folders to find images she already uploaded. She hovers over each image and selects its radio button to assign it, then clicks Save in the Asset Drawer.
Carrie selects the Documents tab to add specification documentation. Carrie clicks the Assign icon to open the Asset Drawer again and clicks the folder icon to open the Select Asset Folder panel. She enters the folder name in the filter field. Carrie clicks the folder and hovers over the specification document in it to select its radio button. She clicks Save in the Asset Drawer.
Because Carrie already set up her categories, she selects the Categories tab and clicks the Assign icon to open the Select Categories panel. Once she adds her categories, Carrie clicks Save.
Carrie selects the Related Products tab and selects the Related radio button. Carrie clicks the Assign icon to open the Assign Products window, then clicks the Filter icon in the window to filter the list to find related products. She hovers over the area to the left of the table to view and select the products' radio buttons. Carrie clicks Assign in the Assign Products window. She then clicks Save on the product record to save all her changes and clicks Submit for Approval for the product.
Product List page
Use the Product list page to search for, filter, and select product records for editing, archiving, or deleting in either a list or grid format.
List navigation and editing
You can select the columns to display, sort data by clicking column headers and filter records by properties. Visual indicators show a product's status and percentage of completeness based on what fields are required for the product in the template. You can edit individual product records from the list. If a product belongs to a product template that does not include a property on the list, the cell appears empty.
Access Product Details – Click an individual product number to view and edit its details.
Search by product # – Enter a partial or full product number to narrow the results.
Filter by Category – Click the Filter by Category icon to enable or disable category filters. More than one parent or child category can be selected. Applied category filters display above the grid.
Filters – Click the Filter icon to enable or disable column filters. This adds a row below the column headers with options for filtering each property. Filtering also updates the count of records and paging options. Applied filters appear above the grid by property name, filter option, and value. You can clear filters individually or all at once. Depending on the column's property control type, you may see the following options:
- Search operator of Contains, Does not contain, Starts with, Ends with, Equals, Does not equal or Reset
Property value of Yes, No, Is Empty or Is Not Empty
Columns – Click the Column Selector to add or remove properties as columns to the product list, except for the required Image and Product Number. Selected properties display at the top, while System Properties and other available properties display below in their own sections. You can use the search bar to filter for a specific property. Click Clear All to deselect all optional properties.
Pagination – The list displays 25 products by default, with options to view 50 or 100 per page.
In Grid Editing – Click the Edit button on the Product list page to enter edit mode. You can then make in-line edits directly in the cells. Click Save to save your edits or Cancel to clear them. You cannot edit some properties, which display as plain text (status, updated by, updated on, created by, created on).
Editing functionality is based on a property's control type. You can view and edit text fields, text areas, drop-downs and decimals in the grid. Boolean toggles appear as check boxes within the grid. When you click cells with radio buttons, multi-select, date and time pickers or date pickers, their respective controls open for editing.
Validation – The system highlights any invalid edits in red. Click a highlighted cell to view the validation message.
Bulk Edit – Select multiple records in the product list and click Bulk Edit. Bulk editing automatically lists all properties that are shared by all templates of the selected products and are valid for bulk editing. Make changes or enter any new values, and click Apply.
Multi-Edit – Select all or multiple records to multi-edit. Multi-editing lets you update the records of all selected products by navigating between the product detail pages of the selected products.
Export Products – Select all or multiple records, and click Export to export the products in your current list view.
Submit for Approval, Approve Products and Reject Products - Select all or multiple records and click Submit for Approval, Approve Products or Reject Products to manage the approval of products in bulk.
Users with the Administrator role can click the Gear icon in the header to approve all products that are in Ready for Approval or Submitted for Approval status. For more information on roles, see Understand roles and permissions in Optimizely Product Information Management.