Find relevant products

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Basic filter

Filtering using the query builder

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Basic Filter

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. 

1. Click Filters in the left panel. 
2. The default filter setup includes Name, Description, Number, Creation date, Last update, Product type and Status.
   
   If you are given access you can configure available fields/attributes. See Filters setup on how to do this.
3. Add relevant filtering criteria by e.g. adding text in the Name field and selecting two Product types.
   
   Note that a minimum of two characters must be specified for text attribute values.
4. Filter criteria that you select will be applied immediately, and matching products are presented in the grid.

 

 

 

Filters setup

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You need to be given explicit permission to configure your own Filters setup.
Managed roles having this permission: System Admin, PIM Admin and PIM Write.

If you have the System Admin role, you can also configure the Filters setup for other users and the default setup for all users in your organization.

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Do the following to change which fields/attributes to be available in the Filters by default:

1. Click the cogwheel icon and select Filters setup:
   
   
   
   The following window is presented:
   
   
   
   
2. Select whom to set up the filter for:
   • Myself: Will be available for you only.
   • Another user: Click the User dropdown to select which user to configure the filter setup for.
   • Organization: Will be available as default for all users in your organization. If a user already has a personal setup, the personal setup is used.
3. If you want to reset an already configured filter to the default used by the organization, select Reset to default.
4. Click Set up to continue. The following page is presented. The currently selected fields/attributes are presented in the right column:
   
   
   
   
5. You can use the search field and/or select the relevant attribute group to find the fields/attributes you want to include. Filtered fields/attributes are listed in the middle column.
   
6. Add a field/attribute to the filter setup by clicking it. Now it's added to the Selected columns section to the right.
   
   

   Tip 1: Add the Unpublished changes field to easily identify published products having unpublished changes.

   
   

   Tip 2: Add the Errors field to easily identify products that will be omitted in sync due to validation errors.
7. Remove a currently included field/attribute from the filter setup by hovering and clicking the [x] button.
8. Change the order of the selected fields/attributes by using drag-n-drop.
9. When you are happy with the setup, click Next. The following page is presented:
   
   
   
   
10. 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 are available for the two types.
11. Click Save when you are happy with the setup.

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Filtering using the query builder

You can find relevant products by specifying advanced filters using the Query builder. Do the following:

The Query builder is found in the Filters tab:

The following is presented:

Create new query

A query can contain several conditions. 

Create a query with single conditions

Follow these steps to build a query consisting of one or more single conditions.

1. Open the Query builder and click Add condition. The following is presented:
   

   

2. Select which entity type to create a condition for. The different entity types available are:
   Asset labels
   Assigned asset
   Attribute
   Category
   Completeness requirement
   Completeness score
   Created
   Description
   Errors
   Name
   Number
   Product labels
   Product type
   Relation
   Status
   Updated
   
   In the following, Attribute is used as an example.
   
3. Select which attribute to filter by. To make it easier to find the relevant attribute, start typing to filter the list:
   
   
   
   
4. Select the operator to be used in your condition. There are different operators available depending on the selected entity. In addition, for Attributes, operators available depend on the type of attribute selected.
   
   
   
   
   

   Operator	Returns products
   is	where the specified value matches
   is not	where the specified value does not match
   contains	where the specified string is found
   not contains	where the specified string is not found
   starts with	where the value begins with the specified string
   ends with	where the value ends with the specified string
   value is defined	having any value
   value is not defined	not having a value (will also include products where attribute is not assigned)
   is assigned to product	having the attribute assigned
   is not assigned to product	not having the attribute assigned
   some of these	having one/more of the specified values
   none of these	not having any of the specified values
   all of these	having all of the specified values
   not all of these	not having all of the specified values

5. Specify the value according to what you want to include/exclude, depending on your previous selections:
   
   
   
   For text attributes, a minimum of 2 characters must be specified.
   
   
6. Select in which context the condition should apply:
   
   
   
   
7. If you need to add more conditions to your query, click Add condition and repeat the above steps.
8. If you have added more conditions, select whether All or Any (at least one) of the conditions must be fulfilled. In the following example, both conditions must be fulfilled for a product to be returned from the query:
   
   
   
   
9. If your query contains many conditions, you can view it in a textual way by using the Preview toggle. Please see View query for details.
10. If you want to preview the products matching the query, click Preview products. Please see Preview the query result for details.
11. When you are happy with the query, click Apply.

The products matching the query are presented in the products grid. The query conditions are presented at the top. Example:

Create a query including a group

Follow these steps to build a query consisting of one or more groups of conditions. A group can be located anywhere in your query hierarchy:

1. Click Add group to create a group of conditions.
2. Select whether All or Any (at least one) of the conditions within the group must be fulfilled.
3. If you add more groups, also select whether All or Any of the groups of conditions must be fulfilled. In the following example, one of the condition groups must be fulfilled for a product to be returned from the query:
   
   
   
   
4. If your query contains many conditions, you can view it in a textual way by using the Preview toggle. Please see View query for details.
5. If you want to preview the products matching the query, click Preview products. Please see Preview the query result for details.
6. When you are happy with the query, click Apply.

The products matching the query are presented in the products grid. The query conditions are presented at the top.

View the query

When you are building or editing a query containing many conditions it might be hard to get an overview. Use the Preview toggle to view your query in a textual way.

Example of a query in edit mode:

Example of a query in preview mode:

Preview the query result

In the process of building or editing a query, it might be useful to preview/browse through the matching products. 

Example of a query in edit mode:

1. Click the Preview products button to open a separate page listing the matching products as tiles. The product name and number are presented for each product.
   
   Example of products presented in the preview page:
   
   
   
   
2. Optionally click the magnifying glass in the upper right corner to search for specific products.
3. Click Close to return to the query builder page.

Save the query as a view

When you have applied a query that can be useful at a later stage, you should save it as a Saved view. This way you don't have to build the query several times.

Do the following:

1. Click Save view in the upper left corner:
   
   
   
   
2. In the presented window, specify Name etc. for the Saved view. See Create and manage views for details.
   
   
   
   
3. Once the view is saved, it can later be found and loaded from the Views tab:
   
   

 

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