Create attribute profiles

Using an attribute profile you can group a selection of attributes. The attribute profile can be called up in numerous apps of the “iPIM Portal”. This offers the advantage that a user doesn’t have to compile an attribute selection that is required for recurring workflows again and again.

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Detailed information about how to set up attribute profiles you can find here. And a list of the required rights you can find here.

This chapter explains how to set up attribute profiles using the example of a profile that contains a selection of category attributes from the primary taxonomy category “Egg cooker”. Additionally, the profile is related to the workbox role “Userrole-24” so that the attribute profile can only be used by users this user role is assigned to.

Step 1: Create the attribute profile

In this step, the attribute profile is created:

  1. Go to the “Profiles” area in the “Attributes” section in iPIM CC.
  2. Click on the CREATE button in the upper card to call up the corresponding dialog box.
  1. Enter an identifier for the attribute profile in the input field “Identifier” (in this example “Profil-24”).
  2. Activate the radio button “User role”.
  3. From the menu, select a user role (in this example “Userrole-24”).
  4. Click on thebutton to proceed to the next slider.
  1. Activate the radio button “Category attributes”.
  2. Click on thebutton to proceed to the next slider.
  1. From the upper menu, select the primary taxonomy (in this example “Purchasing category version”). Following this, the category directory of the taxonomy is shown below the menu.
  2. Choose the category from the category directory (in this example “Egg cooker”). Possibly use the text search to filter the list of categories by a search term.
  3. Click on the category to select it.
  4. Click on thebutton to proceed to the next slider.
  1. Select the first attribute:
    1. Choose the attribute from the list of available attributes. Possibly use the text search above the left column to filter the list of attributes by a search term.
    2. Transfer the attribute from the left column to the right column to select it. To do so, click on the attribute.
  2. Select the remaining attributes as described above.
  3. Click on the ACCEPT button to finalise the creation of the attribute profile. If the process was successful, a corresponding message will appear.

The attribute profile is now created.

Step 2: Call up the attribute profile in the iPIM Portal

This section shows an example of calling up the attribute profile in the “Excel” tab of the “Product data update” app in the iPIM Portal, whereby the products from the worklist “Worklist 24” are called up:

  1. Call up the iPIM Portal.
  2. Go to the “Product data update” app and call up the “Excel” tab.
  1. From the menu in the left card, select the option “Worklist”. Following this, the worklist directory is shown below the menu.
  2. Choose the worklist from the directory. Possibly use the text search to filter the list of worklists by a search term.
  3. Click on the worklist to select it. Following this, the products from the worklist are shown in the “Product list” table.
  1. Click on theDropdownbutton on the right side of the Attributes button to expand the menu for selecting attribute profiles.
  2. Choose the attribute profile from the list of profiles. Possibly use the text search to filter the list of attributes by a search term.
  3. Click on the attribute profile to select it. Following this, the attributes from the attribute profile are shown in the “Product list” table and can be edited for all the called up products parallely.