Product list page
Optimizely Product Information Management (PIM) provides ways to maintain your data and ensure your products are complete and able to be published. Using the Product List page, you can view products, edit product records, or assign assets, categories, and related products.
Use the Product list page to search for, filter, and select product records for editing, archiving, or deleting in a list or grid format.
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. The cell displays empty if a product belongs to a product template that does not include a property on the list.
- 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 Filter by Category to turn category filters on or offers. More than one parent or child category can be selected. Applied category filters display above the grid. See also Filter products.
- Filters – Click Filter to turn column filters on or off. This adds a row below the column headers with options for filtering each property.
- 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 sections. You can use the search bar to filter for a specific property. Click Clear All to deselect optional properties.
- Pagination – The list displays 25 products by default, with options to view 50 or 100 per page.
- In Grid Editing – Click Edit 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 that display as plain text (status, updated by, updated on, created by, created on).
- Editing functionality is based on a property's control type. In the grid, you can view and edit text fields, text areas, drop-downs, and decimals. Boolean toggles display as checkboxes 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 properties shared by selected product templates and is valid for bulk editing. Make changes or enter any values, and click Apply.
- Multi-Edit – Select some or all records to edit records of selected products by navigating between the product detail pages of the selected products.
- Export Products – Select some or all records, and click Export to export the products in your current list view. See Export products from PIM.
- Submit for Approval, Approve Products, and Reject Products – Select some or all records and click Submit for Approval, Approve Products, or Reject Products to manage the approval of products in bulk. The Status column displays the status of the product.
Users with the Administrator role can click the Gear icon in the header to approve products in Ready for Approval or Submitted for Approval status. See PIM roles and permissions.
Example: review the completeness of imported products
Suppose you want to review the completeness of imported products.
- Click the Column selector and add the Created On column.
- Click Filter, click the magnifying glass under Created On, and select Greater than for the operator.
- Select the previous day, which filters the list of products created on the last day. Several products still show as Incomplete within this range.
- Click the first one to edit it.
- Select the Show Required option and set the Show only fields with missing data toggle to On.
- Fill in the required information, then select Show Recommended to review what else you might add.
- Fill in the two missing fields that display and click Save, which updates the product's completion percentage to 100% and sets the status to Ready for Approval.
- Select the Images tab and see that no images are assigned yet.
- Click the Assign icon to open the Asset Drawer.
- Click the folder icon to open the Select Asset Folder panel, then open the folders to find images.
- Hover over each image, select its radio button to assign it, and then click Save in the Asset Drawer.
- Select the Documents tab to add specification documentation.
- Click Assign to open the Asset Drawer again, and click the folder icon to open the Select Asset Folder panel.
- Enter the folder name in the filter field.
- Click the folder and hover over the specification document to select its radio button.
- Click Save in the Asset Drawer.
- After setting up your categories, select the Categories tab and click Assign to open the Select Categories panel.
- Add categories and click Save.
- Select the Related Products tab and select Related.
- Click Assign to open the Assign Products window.
- Click Filter in the window to filter the list to find related products.
- Hover over the area to the left of the table to view and select the products' radio buttons.
- Click Assign in the Assign Products window.
- Clicks Save on the product record to save changes.
- Click Submit for Approval for the product.