Mapping

Using category mappings you can set that products are automatically mapped to certain secondary or sales taxonomies respectively their categories. As soon as a category mapping for a certain category was defined, all the newly created products of this category are automatically mapped to the related taxonomies respectively their categories. Learn more Products which were created before a category mapping was defined can be mapped subsequently by initiating a category mapping via the corresponding button. This also allows you to update category allocations if there have been changings to the parameters of a category mapping definition. Apart from that, you have the option to further specify category mappings using filters. For example, using filters you can set that only products with a particular attribute value are mapped to a certain target category. Less information

Category mappings

Define category mappings

When creating a category mapping, you can start from the source category or from the target category. In order to define a category mapping starting from the source category, proceed as follows:

1. In the “Category/Mapping” card, move the toggle switch in the “Source tree” position.
2. Select a source taxonomy from the menu. Following this, the corresponding category directory is shown below the menu.
3. Choose a source category from the category directory:
   • In order to search for a particular category, enter a search term in the input field and press the “Enter” key of your keyboard. If the search was successful, the category name of the the corresponding category is bolded.
   • In order to ensure that only the category found and its superordinate categories are displayed after a search has been carried out, move the toggle switch “ Only show matches” to the corresponding position.
4. Click on the category to select it.

5. Click on the   button in the footer of the “Category/Relation” card to show the action menu.
6. Click on the option “Create” to call up the corresponding dialog box.

7. Select a target taxonomy from the “Versions” menu. Following this, the corresponding category directory is shown below menu.
8. Choose a target category from the category directory and tick the checkbox to select it.

• In order to finalise the creation of the category mapping, click on the SAVE button. If the process was successful, corresponding message is shown.
• In order to cancel the process, click on the CANCEL button.

When selecting the target categories, you can select multiple categories. Then multiple category mappings will be created.

Modify category mappings

You can subsequently modify the type of relation of a category mapping. In order to modify the relation type of a category mapping, proceed as follows:

3. In the respective table row, doubleclick in the table cell of the “Relation” column.
4. Select an operator from the menu:
   • and: If multiple filters are specified, the conditions of all the filters need to be met*.
   • or: If multiple filters are specified, the condition of at least one filter needs to be met.

• In order to save your changes, click on the SAVE button.
  A success message is shown.
• In order to dismiss your changes, click on the RESET button.

* If multiple filters with the same underlying attribute are defined for a category mapping with an “and relation, these filters are treated like an “or relation. In the example shown on the right side, any product is captured that possesses the value “Coffee maker” for the attribute “Type of device” and the value “150” for the attribute “Wattage”, but has either the value “TEAG” or the value “Feiliao” for the attribute “Brand”.

Delete category mappings

Delete single category mappings

In order to delete a single category mapping, proceed as follows:

4. Click on the category mapping you want to delete.
5. Click on the REMOVE button in the lower part of the “Category/Relation” card. Then the  CLICK TO CONFIRM button appears.
6. Click on the  CLICK TO CONFIRM button to confirm the deleting of the selected category mapping. If the process was successful, a corresponding message will appear and the deleted category mapping will vanish from the list of category mappings.

4. Click on the DELETE MULTIPLE button, to call up the corresponding dialog box.

5. Transfer the category mappings you want to delete from the left column to the right column. To do so, click on each of the category mappings.

• In order to finalise the deleting of the category mappings, click on the ACCEPT button. If the process was successful, corresponding message is shown.
• In order to cancel the process, click on the CANCEL button.

Filter

Using filters you can further specify category mappings. For example, you can define that only products with a particular attribute value are mapped to a certain target category (E.g.: Products from the category “T-shirts” which possess the colour value “Red” are mapped to the category “Red clothes”).

First introduced in version 5.6.1: The property ipim.admin.categories.mapping.attributes-data-level can be used to specify to specify the attribute levels from which attributes are selectable for category mapping filters. The property can possess the values inheritable, product, variant, item.

Create filters

In order to create a filter for a particular category mapping, proceed as follows:

6. Optional Enter a search term in the search field to filter the list of attributes by a search term.
7. Select an attribute. You can also select multiple attributes:
   • To select an attribute, transfer it from the left column to the right column . To do so, click on the attribute .
   • To deselect an attribute, transfer it from the right column back to the left column. To do this, click on the attribute.
8. Click on the ACCEPT button to finalise the attribute selection.
   the dialog box closes and the selected attributes are shown.

9. Configure the filter
   • In the table cell of the “Value” column, enter a filter expression (i.e. the attribute value to be filtered by). Or, if the filter parameter is, for example, a multiple list of values, select an attribute value from the menu.
   • In the table cell of the “Locale” column, possibly select a data language.
   • In the table cell of the “Condition” column, select an operator from the menu. The operator determines, for example, wether the filter filters by equal or non-equal character strings or by greater or lesser numeric values.

When choosing attributes as filter parameters, you can also select multiple attributes. Then multiple filters are created.

The following table provides an overview of the available operators:

• equals: If the value of the respective attribute equals the entered resp. selected filter value, a product is assigned to the corresponding category.*
• not: If the value of the respective attribute does not equal the entered resp. selected filter value, a product is assigned to the corresponding category.
• contains: If the value of the respective attribute contains the entered filter value, a product is assigned to the corresponding category.** 
• does not contain: If the value of the respective attribute does not contain the entered filter value, a product is assigned to the corresponding category.
• greater than: This operator is for number attributes. If the value of the respective attribute is greater than the entered value, a product is assigned to the corresponding category.
• less than: This operator is for number attributes. If the value of the respective attribute is smaller than the entered value, a product is assigned to the corresponding category.
• exists: If the respective value exists for a product, the product is assigned to the corresponding category.
• not exists: If the respective value does not exist for a product, the product is assigned to the corresponding category. This might be the case if the attribute is a category attribute that does not exist in the category of the product.
• empty: If the respective attribute does not possess a value for a product, the product is assigned to the corresponding category. 
• not empty: If the respective attribute possesses a given value for a product, the product is assigned to the corresponding category. 
• starts with: If the value that the respective attribute possesses for a product starts with the entered filter value, the product is assigned to the corresponding category. 
• ends with: If the value that the respective attribute possesses for a product ends with the entered filter value, the product is assigned to the corresponding category.

• *If the underlying attribute is an attribute with a multiple set of values and multiple values are specified as filter values, the filter takes effect if the attributes possesses one of the specified filter values.
• **If the underlying attribute is an attribute with a multiple set of values and multiple values are specified as filter values, the filter takes effect if the attributes possesses all of the specified filter values.

Modify filters

In order to modify an existing filter, proceed as follows:

1. Select the appropriate taxonomy from the menu. Following this, the corresponding category directory is shown below the menu.
2. Choose the appropriate category from the category directory. Possibly use the text search to do so.
3. Click on the category to select it. Following this, all the existing category mappings for that particular category are shown in the table of the “Category/Relation” card.
4. Click on the appropriate category mapping. Then all the filters existing for the selected category mapping will be listed in table of the “Filters” card.
5. In the respective table row, make the desired changes.
   • In order to change the value in the table cell of the “Value” column, double-click in the table cell. Then enter a new value in the table cell respectively select another value from the menu.
   • In order to change the data language, double-click in the table cell of the “Locale” column and select another language from the menu.
   • In order to change the operator, double-click in the table cell of the “Condition” column and select another operator from the menu.

• In order to save your changes, click on the SAVE button. A success message is shown.
• In order to cancel the process, click on the CANCEL button.

Delete filters

In order to delete an existing filter, proceed as follows:

1. Select the appropriate taxonomy from the menu. Following this, the corresponding category directory is shown below the menu.
2. Choose the appropriate category from the category directory. Possibly use the text search to do so.
3. Click on the category to select it. Following this, all the existing category mappings for that particular category are shown in the table of the “Category/Relation” card.
4. Click on the appropriate category mapping. Then all the filters existing for the selected category mapping will be listed in table of the “Filters” card.
5. In the “Filters” card, click on the filter you want to delete.
6. Click on the REMOVE button in the footer of the card. Then the  CLICK TO CONFIRM button appears.
7. Click on the  CLICK TO CONFIRM button to confirm the deleting of the filter. If the process was successful, a corresponding message will appear and the deleted filter will vanish from the list of filters.

Global filters

Using the “Define global filters” function you can create filters on the root level of a taxonomie. Global filters are inherited by all the categories of the respective taxonomy. By this, you don’t have to create them for each category individually. A global filter overrules possibly existing category mappings. For example, for a sales taxonomy you can define a global filter that effects that products that possess a certain attribute value aren’t mapped to the sales taxonomy though there are category mappings in place which determine that all the products from particular categories of a source taxonomy are mapped to corresponding categories of that particular sales taxonomy.

In order to create a global filter, proceed as follows:

1. In the “Category/Mapping” card, move the toggle switch to the “Target tree” position.
2. Select the appropriate target taxonomy from the menu. Following this, the corresponding category directory is shown below the menu.
3. In the category directory, click on the taxonomy to the select it.
4. In the lower area of the “Category/Mapping” card, click on the DEFINE GLOBAL FILTER button. Then a new entry will appear in the table of the “Category/Relation” card. The selected taxonomy is listed as the target node.
5. Click on the newly created entry to select it.
6. In the “Filters” card, click on the CREATE button to call up the corresponding dialog box. Here you can select the attribute which shall serve as the filter parameter.
7. Select an attribute:
   • 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.
8. Click on the APPLY button to assume the selected attribute as the filter parameter. Following this, the dialog box closes and the selected attribute appears in the table of the “Filters” card.
9. Configure the filter:
   • In the table cell of the “Value” column, enter a filter expression (i.e. the attribute value to be filtered by). Or, if the filter parameter is, for example, a multiple list of values, select an attribute value from the menu.
   • In the table cell of the “Locale” column, possibly select a data language.
   • In the table cell of the “Condition” column, select an operator from the menu. The operator determines, for example, wether the filter filters by equal or non-equal character strings or by greater or lesser numeric values.
10. Click on the SAVE button to finish the process and to create the filter. If the process was successful, a corresponding message will appear. The global filter is now created and will be executed whenever a corresponding category mapping is initiated.

• Global filters can only be created on the root level of a taxonomy.
• The “DEFINE GLOBAL FILTER” button is only active if the toggle switch is in the “Target tree” position.

Action menu

Using the different buttons of the action menu you can initiate category mappings or apply different actions to category mappings.

Run category mappings

Via thebutton you can carry out the categery mappings which exists for a particular category. By this, you can subsequently map products which were created before a category mapping was established. Futhermore you can update existing category allocations, in case the parameters of a category mappings have changed. To do so, proceed as follows:

1. Move the mouse cursor over the category whose category mappings you want to execute. This makes the corresponding menu bar appear.
2. Click on thebutton. Following this, the corresponding prompt dialog box will appear.

• In order to execute the existing category mappings and to overwrite existing category allocations in this process, click on the YES button. If the process was successful, a corresponding message will appear and the products of the respective category will be mapped to the corresponding target category.
• In order to execute the existing category mappings without overwriting the existing category allocations, click on the NO button. If the process was successful, a corresponding message will appear and the products of the respective category will be mapped to the corresponding target category with the existing category allocations still in place.
• In order to cancel the process, click on the CANCEL button.

Cut and paste category mappings

Using the  button you can cut the existing category mappings of a category and assign them to another category using the  button. To do so, proceed as follows:

1. Move the mouse cursor over the category whose category mappings you want to cut. This makes the corresponding menu bar appear.
2. Click on the button to cut the categories.
3. Move the mouse cursor over the category you want to assign the cut category mappings to. This makes the corresponding menu bar appear.
4. In order assign the cut category mappings to the new category, click on the  button. If the process was successful, a corresponding message will appear and the cut category mappings are assigned to the new category.

Via the “Cut category mappings” action the category mappings are revoked from the original categories.

Copy and paste category mappings

Via the  button you can copy the category mappings of a particular category and assign them to another category using the  button. To do so, proceed as follows:

1. Move the mouse cursor over the category whose category mappings you want to copy. This makes the corresponding menu bar appear.
2. Click on the button to copy the categories.
3. Move the mouse cursor over the category you want to assign the copied category mappings to. This makes the corresponding menu bar appear.
4. In order to assign the copied category mappings to the new category, click on the  button. If the process was successful, a corresponding message will appear and the copied category mappings are also assigned to the new category.

FAQ

What is the difference between the operators available for combining multiple filters of a category mapping?

With the AND operator, the conditions of all the filters need to be met for a product to be assigned to the corresponding category. With the OR operator, it is sufficient if the condition of at least one filter is met.

What is the purpose of filters within a category mapping?

Using filters you can further specify a category mapping, for example by defining that only products with a particular attribute value are mapped to a target category, such as products from the category “T-shirts” which possess the colour value “Red” being automatically mapped to the category “Red clothes”.

What do global filters do and what are they used for?

Using global filters you can create a filter on the root level of a taxonomy that is inherited by all the categories of the respective taxonomy, so that the filter doesn’t have to be created for each category individually. Global filters overrule possibly existing category mappings.

Why can a global filter override existing category mappings?

A global filter overrules possibly existing category mappings. For example, for a sales taxonomy you can define a global filter that effects that products that possess a certain attribute value aren’t mapped to the sales taxonomy though there are category mappings in place which determine that all the products from particular categories of a source taxonomy are mapped to corresponding categories of that particular sales taxonomy.

At which level of a taxonomy can global filters be created?

Global filters can only be created on the root level of a taxonomy.

When is the DEFINE GLOBAL FILTER button active?

The DEFINE GLOBAL FILTER button is only active if the toggle switch in the “Category/Mapping” card is in the “Target tree” position.