Taxonomy search

Via the taxonomy search you can call up existing taxonomies as well as their categories. You can select the desired taxonomy from the corresponding drop-down menu. A particular category you can either search from the category directory by yourself or you can use the text search or the advanced search.

The text search and the advanced seach allow you to narrow down the selection of categories displayed. They can not be used to search for products etc.

“Pin” (/): Button to pin resp. unpin the “Taxonomy search” card.

“Taxonomy”: Menu for selecting a taxonomy.

“Search term” (): Search field that is used to filter the list of shown categories by a search term. The search can either be triggered by pressing the “Enter” key of the keyboard or by clicking on the SEARCH button.

“Display & search locale”: Menu for selecting the language in which the names of the categories in the category directory are shown and on which language level the search is carried out.

“Advanced search” (): Checkbox to activate the advanced search. Using the advanced search you can narrow the search results further down by using attributes and the corresponding attribute values as search parameters. Click here to learn more.

“Add” (): Button for calling up the dialog box where you can select the attributes whose attribute values are to be used as search parameters for the advanced search.

“Advanced search fields”: Interface with customized search fields for the advanced search.

“Show only matches” (): Toggle switch that can be used to set whether only the categories captured by a search as well as their superordinate categories are shown once a search was carried out or whether the complete category directory is shown with the categories captured by the search being shown in bold letters.   

Category search

Find categories in the category directory

1. Select the superordinate taxonomy from the corresponding menu. Following this, the category directory of the selected taxonomy is shown below the search mask.
2. Click on the category to select it.

Using the buttons and you can toggle between a view that only shows the root level and the first child level and a view that shows all levels.

Find categories using the text search

1. Select the superordinate taxonomy from the corresponding menu. Following this, the category directory of the selected taxonomy is shown below the search mask.
2. Enter a search term in the input field “Search term”. You can also enter partial terms or category IDs.
3. Click on the SEARCH button to carry out the search. Once the search was carried out, the categories which were captured by the search will be highlighted.
4. Click on the category to select it.

If you prefer 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.

Find categories using the advanced search

The advanced search allows you to precise the category search using attributes and their respective attribute values as search parameters. In order to use the advanced search, proceed as follows:

1. Select the superordinate taxonomy from the corresponding menu. Following this, the category directory of the selected taxonomy is shown below the search mask.
2. Tick the “Advanced search” checkbox to show the interface of the advanced search.
3. Click on the button to call up the corresponding dialog box.
4. 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.
5. Click on the ADD button to include the selected attributes in the advanced search. The dialog box then closes and the respective input fields and menus are shown.
6. Enter the respective search parameters in the input fields of the individual attributes respectively select them from the menus.
7. Click on the SEARCH button to carry out the search. Once the search was carried out, all the categories captured by the search are highlighted.

Change the display & search locale

Via the corresponding menu you can select the language in which the category names are shown in the category directory and on which language level the search is carried out:

• In order to set a particular language, select the corresponding locale from the “Display & search locale” menu.
• In order to clear the menu, press the “x”. Following this, the category identifiers are show instead of category names.

The setting in this menu neither affects the interface language nor the data language.

Reset the category search

• In order to reset the search, click on the “RESET” button.

Add categories

In order to add a new category to the selected taxonomy, proceed as follows:

2. Click on thebutton to call up the corresponding dialog box.
3. Determine a category ID. You can either use the category ID which was determined by the iPIM system or you can enter your own category ID in the input box “Category ID”.

4. Specify the category name(s):
   1. Click in the field “Category name” Then you will be directed to another slider which contains input fields for entering multilingual category names.
   2. Enter the category names for the various languages. You don’t have to fill every input field.

• In order to finish the process, click on the ACCEPT button. If the process was successful, a corresponding message will appear. The new category is now created.
• In order to get back to the preceding slider, click on the BACK button.
• In order to cancel the process, click on the CANCEL button.

Rights

The following right is required to add a new category:

Edit categories

You can edit the category ID as well as the category name for the different languages. To do so, proceed as follows:

1. Hover over the category to which you want to edit. Then a menu bar is shown.
2. Click on the button to call up the corresponding dialog box.
3. Make the desired changes.
   • In order to edit the category ID, enter a new category ID in the input field “category ID”.
   • In order to edit the category name, click in the field “Category name”. Then you will be directed to another slider which contains input fields with the multilingual category names. Make the desired changes.

• In order to save your changes, click on the ACCEPT button. If the process was successful, a corresponding message will appear.
• In order to get back to the preceding slider, click on the BACK button.
• In order to cancel the process, click on the CANCEL button.

Rights

The following right is required to edit categories

Delete categories

In order to delete a category, proceed as follows:

1. Hover over the category to which you want to edit. Then a menu bar is shown.
2. Click on thebutton. Then the  button will appear.
3. Click on the  button to confirm the deletion of the category. If the process was successful, a corresponding message will appear and the category disappears from the category directory of the selected taxonomy.

Rights

The following right is required to delete categories:

You can only delete categories which don’t contain products. To delete categories which contain products you have to delete or move all the products before you can delete the category. Also categories that contain subcategories can not be deleted. For categories that possess subcategories, the button is not shown.

Move categories via a dialog box

You can move a category using the corresponding dialog box. Via this dialog box you can either move a category directly into another catogory or you can place it as a neighbour of another category. To do so, proceed as follows:

2. Click on the  button to call up the corresponding dialog box.
3. In order to specify wether the selected category is moved into another category as a subcategory or wether it is moved next to another category as its neighbour, move the toggle switch  into the corresponding position.
4. Choose the target category from the category directory. Possible use the text search to filter the category list by a search term.
5. Tick the target category.

• In order to finish the process, click on the ACCEPT button. A success message is shown. The category is now moved to its new position.
• In order to cancel the process, click on the CANCEL button.

Move categories via drag and drop

You can also move a categorie via drag and drop. You can either move it directly into another catogory or you can place it as a neighbor of another category.

Move directly into another catogory

In order to move a category directly into another catogory, proceed as follows:

1. Left-click on the category you want to move an keep the mouse button pressed.
2. Drag the category over its new parent category and release the mouse button. If the process was successful, a corresponding message will appear and the category is now in its new place. 

Place as a neighbor of another category

In order to place a category as a neighbor of another category, proceed as follows:

1. Left-click on the category you want to move an keep the mouse button pressed.
2. Drag the category over its new neighbor category. Below this category appears the “Drop as sibling field. Drag the category over the “Drop as sibling” field and release the mouse button. If the process was successful, a corresponding message will appear and the category is now in its new place.

Rights

The following right is required to move categories:

3. From the corresponding menu, select a target taxonomy. Following this, the associated category directory is shown below.
4. In the directory structure, click on the target category to select it.

5. Possibly specify additional parameters for the copying process:
   • In order to generate a new identifier for the copied category, move the appropriate toggle switch to the position.
   • In order to copy the products of the selected category, move the appropriate toggle switch to the position.
   • In order to copy the category mappings of the selected category, move the appropriate toggle switch to the position.
   • In order to copy the category mappings of the selected category, move the appropriate toggle switch to the position*.
   • In order to copy the subcategories of the selected category, move the appropriate toggle switch to the position.

Rights

The following right is required to copy categories:

• The copied categories will not be visible before a master data synchronisation was carried out. This can be done in the “Administration” section.
• *Copying mappings can only be applied to categories whose category ID is assigned to the ipim.core.copy.nodenoderelation.enabled.version property as a value.

Products

You can create a new product and add it to a category. You can either create a completely new product, you can copy an existing product or you can item of a particular product into a new product.

Create a new product

In order to create a new product, proceed as follows:

3. Select the option “New product” from the “Creation mode” menu .
4. Enter a product name in the “Product name” field .
5. Select a product type from the “Product type” menu :
   • If you want to create a single product, select the option “Product”.
   • If you want to create a set product, select the option “Set”. In the tab “Relations” of the “Product details” app you can later assign the products which are contained in the set.

• To finalise the product creation, click on the ACCEPT button .
  The dialog box closes and a success message is shown. The new product is now created.
• To cancel the product creation, click on the CANCEL button .

Since version 5.6.3, there is the option to specify own product numbers for new products. In order to activate this option and to show the corresponding input field, the property ipim.web.apps.categories.create.show.product.number needs to be set to „true”.

Copy an existing product

You can create a new product by copying an existing product. To do so, proceed as follows:

3. Choose the option “New product as copy” from the “Creation mode” menu.
4. If desired, enter a product name in the input field “Product name”.
5. Select a product type from the “Product type” menu.
   • If you want to create a single product, select the option “Product”.
   • If you want to create a set product, select the option “Set”. In the “Relations” tab of the “Product details” app you can later assign the products which are contained in the set.

• In order to finish the process, click on the ACCEPT button. A success message is shown. The new product is now created.
• In order to cancel the process, click on the CANCEL button.

Copying products only works within a category, as a product most likely has certain attributes which depend on the category it belongs to. Those attributes might not apply to other categories.

Turn an existing item into a product

You can release an item from its parent product and turn it into an independant product. To do so, proceed as follows:

3. Choose the option “New product as copy” from the “Creation mode” menu.
4. If desired, enter a product name in the input field “Product name”.
5. Select a product type from the “Product type” menu:
   • If you want to create a single product, select the option “Product”.
   • If you want to create a set product, select the option “Set”. In the tab “Relations” of the “Product details” app you can later assign the products which are contained in the set.

• In order to finish the process, click on the ACCEPT button. A success message is shown. The new product is now created.
• In order to cancel the process, click on the CANCEL button.

Rights

The following right is required to create new products:

Export categories

This function can be used to export selected categories. In order to export a category, proceed as follows:

1. In the category directory, click on the category to select it.
2. Click on the button in the lower left corner of the card to call up the action menu behind it.
3. Click on the option “Export” to trigger the export. If the process was successful, a corresponding message will appear.

• You may not select more than a single category. What is more, an export channel needs to be specified for the superordinate taxonomy.
• The export format and the export target are depending on the export channel that was set for a taxonomy and the target system that was configured for the export channel.

FAQ

Can I also use the taxonomy search to search for products?

No, the text search and the advanced search allow you to narrow down the selection of categories displayed. They can not be used to search for products etc.

Why can a category sometimes not be deleted?

You can only delete categories which don’t contain products. To delete categories which contain products you have to delete or move all the products before you can delete the category. Also categories that contain subcategories can not be deleted; for categories that possess subcategories, the delete button is not shown.

How do I change the display and search locale, and does this affect the interface language?

Via the “Display & search locale” menu you can select the language in which the category names are shown in the category directory and on which language level the search is carried out. However, the setting in this menu neither affects the interface language nor the data language. If the menu is cleared via the “x”, the category identifiers are shown instead of category names.

Why is a copied category not visible right away?

The copied categories will not be visible before a master data synchronisation was carried out. This can be done in the “Administration” section.

Why does copying an existing product only work within the same category?

A product most likely has certain attributes which depend on the category it belongs to. Those attributes might not apply to other categories, which is why copying products only works within a category.

How do I export a category, and what are the prerequisites for this?

After selecting the category in the category directory, the option “Export” is chosen from the action menu of the card. You may not select more than a single category, and an export channel needs to be specified for the superordinate taxonomy. The export format and the export target are depending on the export channel that was set for a taxonomy and the target system that was configured for the export channel.

Why aren’t the mappings of a category transferred when copying?

Copying mappings can only be applied to categories whose category ID is assigned to the ipim.core.copy.nodenoderelation.enabled.version property as a value.

Why can’t I enter my own product numbers when creating new products?

The option to specify own product numbers for new products has only been available since version 5.6.3. In order to activate this option and to show the corresponding input field, the property ipim.web.apps.categories.create.show.product.number needs to be set to “true”.