Types

In the iPIM system, types are used to configurate different types of product data such as digital assets, texts, prices or product relations. Via type values, the different variants of product data types can be defined almost arbitrarily. Possible type values are, just to name a few:

• Main image, front view, rear view, video, all-round view for digital assets;
• Long description, short description, plaintext, HTML-formatted text for texttypes;
• Purchase price, list price, sales price or wholesale price for pricetypes;
• Up-selling item, cross-selling item, accessory item or master item for product relation types.

3. Enter names for the different locales.
   1. Click on the   button in the “Name” field. Then you will be directed to another slider that features individual input fields for the different locales.
   2. Enter the localized names in the respective input fields.
   3. Click on the  BACK button to get back to the previous slider.

4. Possibly specify a user right:
   1. Click on the button in the “User right” field.A slider showing the user right directory is shown.
   2. Choose the right from the rights directory. Possibly use the text search to filter the list of rights by a search term.
   3. Click on the right to select it.The previous slider is shown again.

• In order to save your settings, click on the SAVE button. If the process was successful, a corresponding message will appear.
• In order to cancel the process, click on the CANCEL button.

Types are configurated when the iPIM system is set up. Users cannot create new types or delete existing ones. Users can only edit certain properties of a type.

The table in this card shows the type values for a selected type. 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. And you can customize the selection of attributes that are shown in the table.

3. Enter an ID in the input field “ID”.
4. Enter names for the different locales.
   1. Click on the   button in the “Name” field. Then you will be directed to another slider that features individual input fields for the different locales.
   2. Enter the localized names in the respective input fields.
   3. Click on the  BACK button to get back to the previous slider.

Standard type properties

Type properties divide into standard type properties and optional type properties. The standard type properties are shown in the table by default. Among them are the name, edit rights, view rights, client/context rights and category relations.

Edit names

In order to edit a name of a type value, proceed as follows:

1. As described above, select the type the respective type value belongs to.
2. Expand the individual language levels. To do so, click on thebutton in the table row of the respective type value.
3. In the “Name” column, double-click in the table cell you want to edit.
4. Make the desired changes and leave the table cell.
5. Possibly make further changes to other table cells.

• In order to save your changes, click on the SAVE button. If the process was successful, a corresponding message will appear.
• In order to dismiss your changes, click on the CANCEL button.

Modify edit rights

Assign edit rights

You can relate a right to a type value in order to define it as an edit right. Users, to whom the respective right is assigned, are then allowed to create and edit datasets of this specific type value. In order to relate a right to a type value, proceed as follows:

1. As described above, select the type the respective type value belongs to.
2. In the table row of the type value, double-click in the cell of the “Edit right” column to call up the dialog box that shows the user right directory.
3. Choose the right from the user right directory. Possibly use the text search to filter the list of rights by a search term.
4. In the user right directory, click on the right to select it.
5. Click on the ACCEPT button to confirm your selection.

• In order to save your changes, click on the SAVE button. If the process was successful, a corresponding message will appear. The selected right is now the edit right for the type value.
• In order to dismiss your changes, click on the CANCEL button.

If a user does possess edit rights for a type value, the user cannot create datasets of this type. If not edit rights are related to a type value, any user can create datasets of this type.

Remove edit rights

In order to resolve a relation between a type value and an edit right, proceed as follows:

1. As described above, select the type the respective type value belongs to.
2. In the table row of the type value, double-click in the cell of the “Edit right” column to call up the corresponding dialog box.
3. Click on the CLEAR SELECTION button.
4. Click on the ACCEPT button. Then the dialog box closes.

• In order to save your settings, click on the SAVE button. The relation between the type value and the edit right is now resolved.
• In order to cancel the process, click on the RESET button.

If no edit right is allocated to a type value, any user can edit datasets of this particular type value.

Modify view rights

Assign view rights

You can relate a right to a type value to define it as a view right. Users, to whom the respective right is assigned, are then allowed to view datasets of this specific type. In order to relate a right to a type value, proceed as follows:

1. As described above, select the type the respective type value belongs to.
2. In the table row of the type value, double-click in the cell of the “View right” column to call up the dialog box that shows the user right directory.
3. Choose the right from the user right directory. Possibly use the text search to filter the list of rights by a search term.
4. In the user right directory, click on the right to select it.
5. Click on the ACCEPT button to confirm your selection.

• In order to save your changes, click on the SAVE button. If the process was successful, a corresponding message will appear. The select right is now the view right for the type value.
• In order to dismiss your changes, click on the CANCEL button.

If a user does not possess view rights for a type value, the user cannot view datasets of this type.

Remove view rights

In order to resolve a relation between a type value and a view right, proceed as follows:

1. As described above, select the type the respective type value belongs to.
2. In the table row of the type value, double-click in the cell of the “View right” column to call up the the corresponding dialog box.
3. Click on the CLEAR SELECTION button.
4. Click on the ACCEPT button. Then the dialog box closes.

• In order to save your settings, click on the SAVE button. The relation between the type value and the view right is now resolved.
• In order to cancel the process, click on the RESET button.

If no view right is related to a type value, any user can see datasets of this particular type value.

Edit client rights

Add client rights

You can define  edit and view rights for datasets of certain type values on particular client or context levels. To do so, proceed as follows:

1. As described above, select the type the respective type value belongs to.
2. In the table row of the type value, double-click in the cell of the “Client right” column to call up the corresponding dialog box.
3. Click on the ADD button. Then you will directed to another slider.
4. From the “Context” menu, select a client respectively a context.
5. Via the “User right type” menu, specify wether you want to specify an edit right or a view right.
6. Select the right:
   1. Click on the “User right” field. Then you will be directed to another slider that shows the user right directory.
   2. Choose the right from the user right directory. Possibly use the text search to filter the list of rights by a search term.
   3. Click on the right to select it. Afterwards you get back to the previous slider.
7. Click on the ADD button. Then you will be get back to the first slider where the pairing of context, user right type and right is shown in the table.

• In order to finish the process, click on the SAVE button. A success message is shown. For the respective type value, edit respectively view rights are now defined for datasets on the selected client or context level. The current number of defined rights pairings is shown in the table cell of the “Client right“ column.
• In order to cancel the process, click on the CANCEL button.

Even if a user does not have edit rights for e.g. a text type on a particular context level, this text type is shown to the user in the dialog box for creating texts. However, the user cannot save the entered text.

For a type value, you can create any given number of pairings of context, user right type and right.

Revoke client rights

In order to revoke edit or view rights for datasets of a type value on certain client or context levels, proceed as follows:

1. As described above, select the type the respective type value belongs to.
2. In the table row of the type value, double-click in the cell of the “Client right” column to call up the corresponding dialog box.
3. In the table, tick the rights pairing you want ro remove. You can also tick multiple rights pairings.
4. Click on the DELETE button. Then appears the  CLICK TO CONFIRM button.
5. Click on the  CLICK TO CONFIRM button to confirm the removal of the rights pairing. If the process was successful, a corresponding message appears and the rights pairing vanishes from the table.
6. Either click on the SAVE or CANCEL button to close the dialog box.

Modify category relations

Add category relations

You can relate a type value to certain categories to specify it as a mandatory type for these categories. In these categories, product data of this particular type value has to be maintained. Otherwise the corresponding products cannot be validated and the respective workflow step cannot be completed. In order to relate a type value to a particular category, proceed as follows:

1. As described above, select the type the respective type value belongs to.
2. In the table row of the type value, double-click in the cell of the “Categories” column to call up the corresponding dialog box.

1. Click on the ADD button. Then you will be directed to another slider.

1. Select the superordinate taxonomy of the category from the “Version” menu. Following this, the category directory of the selected taxonomy is shown below the menu.
2. Choose the category from the category directory. Possibly use the text search to filter the list of categories by a search term.
3. Tick the category to select it. You can also tick multiple categories.
4. Click on the ADD button. Then you will get back to the previous slider. Here, the newly added category is listed in the table.
5. Possibly add further categories from other taxonomies.
6. To finish the process, click on the “CLOSE” button. Then the dialog box closes. In the selected categories, the respective type value is now a mandatory type. Products in this category cannot be validated, unless datasets of this type value a maintained. The current number of related categories is shown in the “Categories” column.

• The general.types.classification.dependent property needs to be set to “true”. Otherwise the limitation of types to certain categories does will not be effective.
• There is the option to specify a type value as mandatory for certain categories but optional for others. This can be done by editing the value in the “Mandatory type” column accordingly.

Resolve category relations

In order to resolve the relation between a type value and a category, proceed as follows:

1. As described above, select the type the respective type value belongs to.
2. In the table row of the type value, double-click in the cell of the “Categories” column to call up the corresponding dialog box.
3. Tick the category whose relation to the seleted type value you want to resolve. You can also tick multiple categories.
4. Click on the DELETE button. Then appears the  CLICK TO CONFIRM button.
5. Click on the  CLICK TO CONFIRM button to confirm the resolving of the relation. If the process was successful, a corresponding message appears and the formerly related category vanishes from the table.
6. Click on the CLOSE button to close the dialog box. The number of related categories in the “Categories” column has now changed accordingly.

Not very type property can be applied to any type. For example, some type properties are only relevant for text types.

2. Select the desired type properties:
   • In order to select a type property, transfer it from the left column to the right column. To do this, click on the type property.
   • In order to deselect a type property, transfer it from the right column back to the left column. To do this, click on the type property.

Using the button and the button you can transfer all the type properties from one column to the other at once.

Edit type properties

In order to edit a type property, proceed as follows:

1. As described above, select the type the respective type value belongs to.
2. Double-click in the table cell you want to edit.
3. Make the desired changes.
4. Leave the table cell.
5. Possibly make further changes to other table cells.

• 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 RESET button.

Delete type values

In order to delete a type value, proceed as follows:

1. As described above, select the type the respective type value belongs to.
2. In the table, tick the type value you want to delete. You can also tick multiple type values.
3. Click on the DELETE button in the footer.
   The CLICK TO CONFIRM button is shown.
4. Click on the CLICK TO CONFIRM button to confirm the deleting.
   A success message is shown.

Instead of using the DELETE button, you can also use the "Delete" icon () icon in the respective table row to delete resp. remove individual entries.

Edit content types

The property ipim.admin.show-edit-content-type-config-action needs to be set to “true”. Otherwise content types can not be edited.

Content types can be edited. For each content type, it can be specified if and which content attributes, content text types, content digital assets and content relation types can be used. In order to edit a content type, proceed as follows:

Use cases

3. Choose the type property “Maximum length (texts)” from the list of type properties. Possibly use the text search to filter the list of type properties by a search term.
4. Transfer the type property from the left column to the right column to select it. To do so, click on the type property .
5. Click on the ACCEPT button to the selection of the type property.
   The dialog box closes and the selected type property is shown in the table.

FAQ

What are types in the iPIM system?

Types are used to configure different product data types, such as text, prices, product relationships or digital assets. Type values can be used to define the various variants of these data types (e.g. “Selling price” as a type value for price types or “Short description” for text types).

Can new types be created or existing types deleted?

No. Types are implemented during the configuration of the iPIM system. Users cannot create new types or delete existing ones; they can only edit certain type properties.

How do I select an existing type?

1. Click on the “Select type” field to open the dropdown menu.
2. Find the desired type (using the text search or the column header tools if necessary).
3. Click on the type to confirm your selection. The identifier and name will then be displayed in the field, and the subordinate type values will be listed in the “Type values” card.

How do I create a new type value?

1. First, select the relevant type.
2. Click CREATE in the footer.
3. Enter an ID and the names for the various locales.
4. Optionally, define an edit right, a view right and a numerical value for the order.
5. Click SAVE.

What is the difference between edit and view rights for type values?

Edit rights: Users with these rights can edit records for the relevant type value and create new records. If no edit rights are specified, all users can perform these actions. View rights: Users with these rights can view records for the relevant type value. If no view rights are specified, all users can view the records.

What are standard type properties and optional type properties?

Standard type properties (such as name, edit and view rights, client/context rights and category relations) are displayed by default. Optional type properties must be shown or hidden manually via the relevant dialog box. Note that not every property is applicable to every type (e.g. some are only relevant for text types).

How can I make a type value a mandatory type for a specific category?

This is done via a category relation:

1. Select the type and double-click the cell in the “Categories” column in the type value’s table row.
2. Click ADD, select the parent taxonomy, select the desired category and confirm this by clicking ADD again.
3. Click CLOSE.

For this to take effect, the property ipim.core.general.types.classification.dependent must be set to “true”.

How do I set a maximum text length for a text type?

1. In the “Select type” menu, select the option “Text type [TEXT_TYPE]”.
2. Ensure that the “Maximum length (texts)” type property is shown in the table.
3. Click in the relevant cell in the text type’s row and enter the numerical value for the maximum length.
4. Click SAVE. Texts that exceed the specified length can then no longer be saved.

Can content types be edited?

Yes, provided that the property ipim.admin.show-edit-content-type-config-action is set to “true”. For content types, you can configure which content attributes, content text types, content digital asset types and content link types (All, Selection or None) may be used.

Rights

The identifier of rights are not shown correctly here as hyphens are shown as half square dashs. In order to search for a particular right in iPIM CC, copy the key to the clipboard and search for the key.