Mapping overview

In the “Mapping overview” section you can call up a tabular summary of the exsiting category mappings. Using the search functions you can define which mappings are called up. Learn more

Use the standard search fields

In order to carry out a search using the standard search fields, proceed as follows:

  1. Set the appropriate search parameters:
    • Possibly select a source taxonomy. To do so, click on the upper “Taxonomy” field and select a taxonomy from the menu.
    • Possibly select a source category. To do so, click on the upper “iPIM classification” field. Then appears a fold-out menu that shows the category directory of the selected taxonomy. Choose a source category from the category directory and click on the category to select it.
    • If you want to include the subcategories of the selected source category, tick the upper “Include subcategories” checkbox.
    • Possibly select a target taxonomy. To do so, click on the lower “Taxonomy” field and select a taxonomy from the menu.
    • Possibly select a target category. To do so, click on the lower “iPIM classification” field. Then appears a fold-out menu that shows the category directory of the selected taxonomy. Choose a target category from the category directory and click on the category to select it.
    • If you want to include the subcategories of the selected target category, tick the lower “Include subcategories” checkbox.
  1. Click on the SEARCH button to carry out the search. Once the search was carried out, all the mappings which were captured by the search are shown in the table on the right side.
Note
In order to reset the search, click on the “RESET” button.
INFO
Using the column header tools you can filter table entries or adjust their sequence. In order to filter table entries you can also use the free-text search.

Use the advanced search

Using the advanced search you can specify additional search parameters in order to search for mappings for which particular filters and filter parameters are maintained. To do so, proceed as follows:

  1. In the standard search field, define the appropriate parameters as descibed above.
  2. Tick the checkbox “Advanced search” to show the corresponding interface elements.
  3. Click on the add button to call up the corresponding dialog box. Here, you can select the attributes that are maintained as filters for the mappings you are looking for.
  1. Select the desired attributes:
    • In order to select an attribute, transfer it from the left column to the right column. To do this, click on the attribute.
    • In order to deselect an attribute, transfer it from the right column back to the left column. To do this, click on the attribute.
  2. Click on the ACCEPT button to include the selected attributes in the advanced search. Following this, the dialog box closes and the corresponding input fields are shown in the “Search” card.
  1. Enter the filter parameters to be searched for in the input fields respectively select them from the corresponding menus.
  2. In order to further specify a particular parameter, click on the speech bubble with magnifying glass button in the respective input field to call up the corresponding dialog. Make the appropriate settings and click on the ACCEPT button. Possibly repeat the process for additional input fields. Further information about this matter you can find here.
  • In order to execute the search, click on the SEARCH button. arrow to the right Once the search was executed, all the mappings which were captured by the search are shown in the "" table.
  • In order to reset the search, click on the RESET button.

Use the action menu

Via the action menu in the footer you can apply different actions on the listed mappings. To do so, proceed as follows:

  • To call up the action menu, click on the "Action menu" icon (Aktionsmenü) in the footer.
  • To invert the selection of ticked table cells, click on the "Invert selection" option of the action menu.
  • To export selected mappings as a .xlsx or .csv file, use the "Export" action. Further information you can find here.
  • To copy selected mappings to the clipboard, use one of the "Clipboard" actions. Further information you can find here.
INFO
You can place frequently used actions on the Favorites button. Then you can call them up without having to go via the action menu. To do so, drag the respective actions over the Favorites button and drop them there. Afterwards you can access these actions via the drop-down menu of the Favorites button.