General user interface – novomind iPIM Documentation

The iPIM Portal offers a series of general interface elements which are displayed constantly, no matter where you are.

Toolbox menu bar

Via the Toolbox menu bar you gain access to the different apps as well as the documenation, the administration and the page “Info & Legal”. The Toolbox menu bar can be customized. The elements which are displayed depend on the user rights of the user. The user rights can be configurated for te different users and user roles.

To open a Toolbox menu bar item, hover over the corresponding parent category item to expand the corresponding submenu. Then click on the desired item in the submenu bar to open it.

The submenu bars of the toolbox menu bar fold up as soon as you leave the area with the mouse cursor. But you can set that the bar with the submenus stays expanded all the time.

To set the submenu bar to be expanded constantly, click on the button.
To reset the submenu bar to fold up automatically, click on thebutton.

Breadcrumb navigation path

The breadcrumb navigation shows the navigation path to the currently active page. Any level shown in the navigation path can be accessed by clicking on the respective element.

In order to access a parent level in the navigation path, click on the respective element of the navigation path.

Search field

The search field offers a free-text search which allows you to search directly for products, variants or items.

For example, to search for a product, enter the product number or a search term in the search field and press the “Enter” key of your keyboard.

The iPIM plugin “WebSearch plugin” has to be activated. Otherwise the free-text search is not available.

Via language menu you can set the language of the user interface. The respective setting only affects the language of the user interface, e.g. the language in which the different buttons are localized. The data language is independant of this. The data language is the language in which the attribute values are localized.

In order to select the language of the user interface, choose the desired language from the menu.

User information

The foldout menu “User information” displays informations about the user who is currently logged in as well as different setting options. Additionally the is a logout button which allows you to log out of the system. And there is an option to change your password.

Access the “User information”

In order to open the foldout menu “User information”, click on the button.

User settings

Via the different toggle switches in the user settings submenu you can make different user-specific settings.

In order to access the user settings submenu, move the mouse cursor over the menu item “User settings”.

Global

Synchronize context selection

Via this toggle switch you can set wether the selected context is automatically synchronized across all the toolbox apps.

In order to activate the synchronization of the context selection, move the toggle switch to the position.
In order to deactivate the synchronization of the context selection, move the toggle switch to the position.

Synchronize locale selection

Via this toggle switch you can set wether the selected locale is automatically synchronized across all the toolbox apps.

In order to activate the synchronization of the locale selection, move the toggle switch to the position.
In order to deactivate the synchronization of the locale selection, move the toggle switch to the position.

Transfer product number

Via this toggle switch you can set wether a product number, that was searched for via the search function of a particular app, is transfered to the search function of other apps when switching to these apps.

In order to activate the transfer of product numbers, move the toggle switch to the position.
In order to deactivate the transfer of product numbers, move the toggle switch to the position.

Pin/unpin search mask

First introduced in version 5.5.1: Via this toggle switch you can set whether the left card with the search mask is pinned by default.

In order to set that the left card is expanded by default, move the toggle switch to the position.
In order to set that the left card is collapsed by default, move the toggle switch to the position.

Adjust digital asset size

First introduced in version 5.5.3: Via this toggle switch you can set whether the size of images in the digital asset column of a table is adjusted according to the column width.

In order to set that the size of images is adjusted to the column width, move the toggle switch to the position.
In order to set that the size of images is not adjusted to the column width, move the toggle switch to the position.

Customizations

Order the tabs of the tabs of the “Product details” app

First introduced in version 5.5.1: At this point you can set a customized order for the various tabs of the “Product details” app.

Click on the button to call up the corresponding dialog box.
Ajust the order of the tabs:
- In order to move a tab to a particular position in the order of tabs, click on the button in the respective table row, hold the mouse button down, drag the tab to the desired position and release the mouse button.
- In order to move a tab all the way to the right, move the mouse cursor over the respective table cell and click on the button of the mouseover menu bar.
- In order to move a tab one place to the right, move the mouse cursor over the respective table cell and click on the button of the mouseover menu bar.
- In order to move a tab all the way to the left, move the mouse cursor over the respective table cell and click on the button of the mouseover menu bar.
- In order to move a tab one place to the left, move the mouse cursor over the respective table cell and click on the button of the mouseover menu bar.
Click on the ACCEPT button to save your settings.

The settings will turn active after reloading the page.

Default article selection

First introduced in version 5.6.2: Via this menu, it can be specified which product structure levels of a product are preselected when calling up a product in the “Product details” app:

In the “Default article selection” line, click on thebutton to expand the corresponding menu.
Click on the appropriate action wo select it:
- All: The called-up product and its variants and items are preselected.
- None: Nothing is preselected.
- Product: Only the product is preselected.
- Items: The items of the called-up product are preselected.
- Variants: The variants of the called-up product are preselected.

Up to version 5.6.1, the property ipim.web.toolbox-select.default-selection is used to specify which product structure levels are preselected. In order to learn more, click here.

Restore target item for product relations

First introduced in version 5.5.2: Via this toggle switch you can set whether the most recently used target item is preselected when calling up the dialog box for creating a product relation.

In order to activate the restoring of the target item used most recently, move the toggle switch to the position.
In order to deactivate the restoring of the target item used most recently, move the toggle switch to the position.

If a product relationship has not yet been set up for a called product, the product itself is preselected when the dialog box opens.

Worklists

Synchronize worklist

Via this toggle switch you can set wether table settings such as column filters as well the attribute selection are synchronized across all worklists.

In order to activate the synchronization across all worklists, move the toggle switch to the position.
In order to deactivate the synchronization across all worklists, move the toggle switch to the position.

Synchronize worklist across apps

First introduced in version 5.5.0: Via this toggle switch you can set wether table settings such as column filters as well the attribute selection that were made for a particular worklist are synchronized across all apps.

In order to activate the synchronization across all apps, move the toggle switch to the position.
In order to deactivate the synchronization across all apps, move the toggle switch to the position.

Synchronize data views

Via this toggle switch you can set wether in worklists table settings suc as column filters as well the attribute selection are synchronized across all data views (product, variant, item).

In order to activate the synchronization across all data views, move the toggle switch to the position.
In order to deactivate the synchronization across all data views, move the toggle switch to the position.

Apply selected worklists

Since 5.4.1: Via this toggle switch you can set you can set whether the selection of products in the sequential editing of the “Product details” app is automatically adjusted when you select another worklist in the “Worklists” app.

In order to activate the applying of worklists, move the toggle switch to the position.
In order to deactivate the applying of worklists, move the toggle switch to the position.

Data

Restore table filters

Via this toggle switch you can set wether column filters of tables are restored after a reload (e. g. by saving).

In order to activate the restoring of column filters, move the toggle switch to the position.
In order to deactivate the restoring of column filters, move the toggle switch to the position.

Apply row selection

Via this toggle switch you can set whether selected table rows are to be selected across the board.

In order to activate the selection of table rows across the board, move the toggle switch to the position.
In order to deactivate the application of column filters across the board, move the toggle switch to the position.

In order to transfer the selection of table rows from one worklist to another, you additionally have to activate the toggle switch in the “Synchronize worklist” row.

Meta-definitions

Via this toggle switch you can set wether in the “Attributes” tab of the “Product details” app, meta attributes definitions are displayed instead of the corresponding meta attributes when the “Attributes” data view is active.

In order to activate that meta attributes definitions are displayed instead of the meta attributes, move the toggle switch to the position.
In order to deactivate that meta attributes definitions are displayed instead of the meta attributes, move the toggle switch to the position.

Automatic search

Via this toggle switch you can set wether a search operation with the search parameters used most recently is triggered automatically when accessing the “Search” app or the “Product reviews” app.

In order to activate the automatic triggering of a search operation, move the toggle switch to the position.
In order to deactivate the automatic triggering of a search operation, move the toggle switch to the position.

Attribute Identifier

Via this toggle switch you can set wether in a table header the attribute IDs are displayed next to the attribute names.

In order to activate that the attribute IDs are displayed, move the toggle switch to the position.
In order to deactivate that the attribute IDs are displayed, move the toggle switch to the position.

Date format

Via this menu you can set the date format. You can choose between the following options:

Short (12/05/2021, 15:36)
Medium (12 May 2021, 15:37:00)
Long (12 May 2021 at 15:38:00 CEST)
Full (Wednesday, 12 May 2021 at 15:39:00 Central European Summer Time)

Show list of values identifiers

First introduced in version 5.6: Via this toggle switch you can set whether in menus for selecting values of list of values attributes, the value IDs of values are shown next to the values.

In order to activate that the value IDs are displayed, move the toggle switch to the position.
In order to deactivate that the value IDs are displayed, move the toggle switch to the position.

Select cell content automatically

Via this toggle switch you can set whether the cell content of ordinary table cells is automatically selected when the table cell is selected.

In order to activate the automatic selection of cell content, move the toggle switch to the position.
In order to deactivate the automatic selection of cell content, move the toggle switch to the position.

Use datepicker

Via this toggle switch you can set whether a datepicker menu is used to enter values for date attributes.

In order to activate the use of the datepicker menu, move the toggle swich to the position.
In order to deactivate the use of the datepicker menu, move the toggle swich to the position.

Texts

Locale/text type priorization

When a product, a variant or an item is selected in the text creation dialog box, the dialog box restores the most recent settings regarding the context, the text type and the locale. Depending on the user configuration settings, the locale is prioritized over the text type or vice versa.

In order to set that the locale is prioritized over the text type, move the toggle switch in the “Locale > Text type” row to the position.
In order to set that the text type is prioritized over the locale, move the toggle switch in the “Text type > Locale” row to the position.

Log out

In order to log out, open the fold-out menu “User information” and click on the “LOGOUT” button.

Change password

To change the password, proceed as follows:

Click on the link “Change password”.
Enter the new password in the field “Password”.
Enter the new password again in the field “Confirm password”.

In order to finish the process, click on the SAVE button. A success message is shown. The password is now changed.
In order to cancel the process, click on the CANCEL button.

The property ipim.web.allow-change-user-password needs to be set to “true”. Otherwise the password cannot be changed.

Tasks

The fold-out menu “Tasks” shows informations which tasks are currently running and which tasks were completed most recently. From version 5.4.2 on, there is also a third tab that shows the messages which were thrown most recently. And you can directly access the “Tasks” app from here.

Users need the “right ipim.apps.toolbox.tasks” (702031) to see the

button and to use the fold-out menu.

First introduced in version 5.6.1: Using the property ipim.tasks.bell-icon.refresh-interval you can specify the refreshing interval for the “Tasks” menu.

In order to call up the fold-out menu “Tasks”, click on the button.

In order to show the currently running tasks, click on the “Current” tab.

In order to show the tasks which were completed recently, click on the “History” tab.
Possibly download an export file. To do so, click on the button in the entry of the respective task.

In order to show the notifications which were thrown most recently, click on the “Notifications” button.

To access the “Tasks” app, click on the “Show more” link.

System indicator

The system indicator shows an abbreviation of the system name in which you are currently logged in. This indication is helpful to avoid mixing up systems in case several systems were created. Furthermore, the current version of your iPIM system is displayed.

In order to see the current version of your iPIM system, hover over the abbreviation of the system name with your mouse cursor.

Widgets

On the right side the collapsible menu with the widgets “Selection”, “Upload” and “Active Product” is located.

In order to access the desired widgets, click on the respective tab. Then the corresponding window will appear.
In order to fold up the active widget, click on the button .

Click here for further information about widgets.

FAQ

Why aren’t the same elements displayed in the Toolbox menu bar for all users?

The elements which are displayed depend on the user rights of the user. The user rights can be configurated for the different users and user roles.

Why does the search via the search field sometimes not work?