You can use the basic filter to find relevant products. Filtering can be done based on specific product information like; Name, Number, Product Type, Attributes, and/or Labels. Multiple criteria can be added to reduce the number of products found.
- Click Products in the left main navigation bar.
- Click Filters in the left panel.
- The default filter setup includes Name, Description, Number, Last update, Product Type, and Status.
- If you are given access you can configure the Filters setup. See Filters setup on how to do this.
- Add relevant filtering criteria by, e.g., adding text in the Name field and selecting two Product types.
- Filter criteria that you select will be applied immediately, and matching products are presented in the grid.
Tip: If you have applied a filter that can be useful at a later stage, you can save it as a View by clicking Save view and giving it a name. Saved views are available from Views.
- Also, allow a minimum of two characters for general product information or text attribute values search to find a relevant product. E.g., the Manufacturer's name contains the word "GU" or "LG"
Note: You can configure your own Filters setup if given the System Admin, PIM Admin, or PIM Write role.
If given the System Admin role, you can also configure the Filters setup for another user or the default for all users in the organization.
- Click the Configuration icon and select Filters setup.
- In the Set up filters pop-up, select whom to set up a filter for:
Configured filter setup will be available for you only.
- Another user
Click the User dropdown to select which user to configure the filter setup for.
Configured filter setup will be available as default for all users in your organization. If a user has created his personal setup, the personal setup is used.
- Click Set up to continue. The following page is presented:
- Add columns to the filter setup by clicking relevant fields/columns. You can also search for columns.
- Click Next to continue. The following page is presented:
- For some of the filter options, there are advanced filtering operators available.
Select whether to use the Basic or Advanced filter type where this is available. Hover the question mark to see which operators will be available for the two types.
- Click Save to save changes and close the page.
- The filter panel is now updated with the new setup.
Please note: The default filter is presented if the user or organization does not have any specific filter setup configured.
Filtering using the query builder
You can create a hierarchy where you build an advanced query using single conditions "and" or "or" groups of conditions.
- Open Products from the main navigation bar and click the Filters tab.
- Click Query builder to create a new query.
Create new query
- Open create new query page, and click on Add condition.
- First, select the element type for each condition. There are different fields available for each element type.
- Element types you can choose from the query are Asset labels, assigned asset, attribute, category, completeness requirement, completeness score, created, description, errors, name, number, product labels, product type, relations, status, and updated.
Please note: In this example, the element type is Attribute.
- Option - Select which attribute to filter by, e.g., Size.
- 'Value is defined' means that the attribute value is not empty. 'Is' allows you to search for a specific attribute value.
- 'Is assigned to product' means the attribute is assigned to the product. 'Is not assigned to product' means the opposite.
- 'Is not' looks up products with an attribute value different than the provided input.
- Value - Specify value according to what you want to include/not include, depending on your previous selections. E.g., 'Size contains 40' will give you products where "40" is part of the attribute value.
Also, allow a minimum of 2 characters for the query builders to perform a text attribute (text, multiline, and formatted text) to find a relevant product.
- Context - Specify which context to search within, e.g., 'in English.'
You can add several conditions in one query.
- Add group - you can group conditions and use 'All' or 'Any' inside each group and between the groups.
- For each level of conditions, you can select 'All' or 'Any'.
- 'All' means that all conditions must be met to retrieve relevant products.
- 'Any' means that at least one condition needs to be met to retrieve relevant products.
- Click apply the query to view all matching products.
- The current query conditions are presented at the top.
Please note: If you apply a basic filter, this will replace the current query results.
The overview of the whole query as you selected with this option, you can preview the query in a textual way.
- Once you create a new query or edit an existing query (sometimes a very long query), make it easy to view the complete query.
- Click on the Preview toggle at the top right of the page.
- You can view the query in a detailed textual way.
You cannot edit the query when all the query conditions are viewed in a detailed textual way.
Query Builder Tiles View
The preview product function to browse through products matching a query.
- When you create a new or edit an existing query and want to see the matching product query, click on the Preview products button.
- All matching products will list on the Products preview page.
Save the query as a view
After creating or editing an existing query, you can save the query as a view for later use, to work with large numbers of products.
- Click on the Save view button to save the query as a view.
- Once it is saved, you can find it later in the Views tab.
A query view can also be set as your default view. Click the menu for the view and select Set as default to do so.