Assign multiple records

2 min

Within list pages, Optimizely Configured Commerce allows you to select multiple records. To accomplish this, each record in a list is preceded with a checkbox. When multiple records are selected and then edited, they are grouped together allowing users to click through the selected records to assign content.

To perform a multi-select and assign, use the following steps:

For this example, the focus will be on the Products list assuming this scenario: A user needs to assign a series of new products to their respective categories.

Go to Admin Console > Catalog > Products.

Using the check boxes, select all the Products that need to be assigned to new or different categories.

Select the Show Selected filter to verify the correct Products are selected.

In the Primary Header, click the Edit button. Do not click one of the Edit buttons adjacent to a list item.

Click the Categories tab, which displays the currently assigned categories.

Select the Website from the List Header menu

If necessary, click the Expand or Collapse buttons to expose or hide the category hierarchy which provides more or less detail about the displayed categories.

Click the Assign Categories button.

Again, if desired, click the Expand or Collapse button to provide more details about the category hierarchy.

Using the check boxes, select the desired Category or Categories.

Click Assign.

Click Done.

All assigned categories are now displayed.

Click the Next record button to repeat this process for the next item.

When finished, click Done in the Primary Header.