Assets management
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      2. 2 - Product management in Bluestone PIM
      3. Assets management

      Assets overview

      You must be given explicit permission to view/manage assets.
      Managed roles having access: System admin, PIM admin, PIM write, DAM write and DAM read.
        

      Overview

      The Assets module provides a comprehensive overview of assets and is a powerful tool for efficient asset management.

      Open the module by selecting Assets from the main navigation bar. The page is divided into 3 main parts; the Filters/Views panel to the left, the assets grid, and when an asset is selected, the Details panel to the right.

      Please see the following sections for details.

      Tip! Please see Add and manage assets for information on how to add and work with assets.

       

      Asset filters

      When working with large amounts of assets, using Filters is an efficient way of finding the asset(s) you are looking for.

      Specify criteria

      Do the following to add filter criteria:

      1. Go to the Filters section.
        The different filter options are grouped. In the following example, no filter criteria are applied:

      2. Expand the relevant group(s) and specify your criteria. Example:



        Note: For text filters, a minimum of 2 characters must be specified. 

      3. Click Apply filters at the bottom of the panel.
        The assets matching the criteria are presented in the grid. The applied filter criteria are presented above the grid, and the number of assets matching the criteria is presented in the header:

      Tip! When you have set up a filter that will be useful at a later stage, you can save it as a View. Please see Asset views for details.

      Remove criteria

      You can remove a filter criterion either by removing the criterion 'pill' above the grid, or by hovering it in the Filters panel and clicking Clear:

      You can remove all filter criteria in one go by clicking Clear all in the Filters panel:

       
       

      Asset views

      When working with large amounts of assets, using Views is an efficient way of locating assets fulfilling a set of criteria.

      You might have access to public views and/or views shared with you by other users. When a view is selected, the connected filter criteria are presented above the grid:

       

      Create an asset view

      Do the following:

      1. Specify relevant filter criteria in the Filters panel.
      2. Click Apply filters.
      3. Click the Save view button in the upper left corner of the Filters/Views panel.
        The following window is presented:



      4. Specify a Name.
      5. In the Sharing field; select whether the view should be private, shared with selected users or made public.
      6. If you selected to share it with other users, select relevant Users.
      7. Select Set as my default view if you want this view to open by default when accessing the Assets module.
      8. Click Save.

      Your new view is now presented in the Views list. When selected, the assets matching the connected filter criteria are presented in the grid.

      Rename an asset view

      Do the following to rename a view you have created:

      1. Hover over the relevant view and click the 3-dots menu.
      2. Select Rename.
      3. Specify the new name in the pop-up.
      4. Click Save.

      Update an asset view

      If the filter criteria connected to a view are no longer correct for some reason, the view needs to be updated. 

      Note: You are not allowed to update views created by other users. 

      Do the following:

      1. Optionally load the relevant view.
      2. Update the filter criteria in the Filters panel.
      3. Click Apply filters.
      4. Click the Save view button in the upper left corner of the Filters/Views panel.
        The following window is presented:



      5. Select Update existing.
      6. Select the relevant View to be updated.
      7. In the Sharing field; select whether the view should be private, shared with selected users or made public.
      8. If you selected to share it with other users, select relevant Users.
      9. Select Set as my default view if you want this view to open by default when accessing the Assets module.
      10. Click Save.
         

      Your view has now been updated. 

      Change sharing settings for an asset view

      Do the following to share an existing private view or make a shared view private:

      1. Hover over the relevant view and click the 3-dots menu.
      2. Select Share.
      3. In the Sharing settings window; select whether the view should be private, shared with selected users or made public.
      4. If you selected to share it with other users, select relevant Users.
      5. Click Save.

      Delete an asset view

      Do the following to delete a view you have created:

      1. Hover over the relevant view and click the 3-dots menu.
      2. Select Delete.
      3. Confirm removal by clicking Delete in the pop-up.
       

      Assets grid

      When opening the Assets module, the assets matching the current filter criteria are presented in the grid. By default, assets updated during the last 7 days are presented:
      When one/more filter criteria are applied, you can click View all above the grid to expand the section to view the filtering details. When expanded, click Hide to collapse the section.

      Tip! Please see Asset filters for information on how to specify filter criteria. Please see Asset views for information on how to create a view containing filter criteria.


      Sorting grid contents

      By default, there is no sorting applied. The grid contents can be sorted in different ways. Click the Sort by dropdown to select how to sort your assets: 

       

      Asset actions

      You can utilize the 3-dots menu on an asset tile for quick access to several actions:
      Please see Add and manage assets for details about these actions.

      Asset bulk operations

      You can select one/more assets by ticking the checkbox on the asset tiles for performing bulk operations:
      Please see Add and manage assets for details about these operations.
       

      Asset details panel

      When clicking an asset from the grid, the details panel is opened on the right-hand side. See the following sections for details about each tab.

      Details tab

      The Details tab presents main information about the asset. Most of this information is not editable: 

      • Asset name: The given name of the asset.
      • Description: A text describing the asset.
      • Asset labels: Labels added to the asset.
        Assign/unassign labels to/from the asset by clicking the field and selecting/deselecting labels in the dropdown. 
      • Availability: The state of the asset:
        • Public: Available for publishing in channels.
        • Automatic: This is the default state when an asset is added to the DAM. The asset will be available for publishing in channels when linked product is published.
        • Internal: Only for internal use. Will never be published.
      • File name: The original file name of the asset.
      • File type: The type of asset. The different types supported are 'Image', 'Audio', 'Video', 'Document', 'Text' and 'Other'.
      • File size: The size of this asset.
      • Dimensions: The width and height of this asset in pixels.
      • Added date: The date when the asset was uploaded to the DAM.
      • Added by: The user who added the asset.

      Products tab

      The Products tab presents any products currently linked to this asset.

      Do the following to link the asset to a product:

      1. Click the plus icon (Add to product):

      2. The Select products page is presented. Assign and/or unassign products by selecting/deselecting. To find relevant products more easily, you can utilize Categories, Filters, Views and the search function:

        Assets-Panel_Assets-Panel_Products_2-SelectProduct

      3. Optionally click Review to get an overview of your selections before moving on with the operation.

      4. Click Save to assign and/or unassign products.

        Categories tab

        The Categories tab presents any catalogs/categories currently linked to this asset.

        Do the following to link the asset to a catalog/category:

        1. Click the pencil icon (Edit categories).

        2. The Add asset to categories page is presented. Link and/or unlink catalogs/categories by selecting/deselecting:

        3. Click Save changes when you are done.

          Versions tab

          All versions of the asset are listed in this tab.

          Do the following to add a new version:

          1. Click the plus icon (Add new version).


          2. The Add new version of asset window is presented. You can add a file in two ways:
            1. Click Select file to browse file locations to find the relevant asset.
            2. Drag-n-drop the relevant file into the marked area.

              Note: The maximum file size is 128 MB.

          3. Click Ok when you are done.
          The newly uploaded asset will be added as the Current version, and the former current version will be available in the versions list.
           
           

          Download asset version

          To download an asset version, hover the relevant asset and click the arrow button:

          Restore asset version

          To roll back a previous asset version to make it the current one, hover the relevant asset and click the restore bin button:

          The restored version will be copied so that the historic version is kept as is, and the copy becomes the current version.