Enriching an entry

In a single-edit page of the collaboration area, depending upon your role, you can edit an item, category, or a digital asset (henceforth all referred to as an entry).

Navigation

Home > {collaboration step} > {multi-edit page} > {entry name} > {single-edit page}

Adding an entry

Before you begin, ensure that you have a catalog with entries.

You can create an item, category, or a digital asset (henceforth referred to as entry). You can create an entry to store information about the entities that are managed in your implementation.

Only the Full Admin role, Content Editor role, and Category Manager role can add or edit an entry.

If you have Category Manager role and access to a collaboration area that has items, or are an administrator of such collaboration area, you can edit items too.

To add an entry, proceed as follows.

Browse to Home > <collaboration step> > Add. A new entry is created in the multi-edit page.
Select the new entry and click Open.
In the single-edit page, define the entry details, and click Save.

Table 1. Tasks of the single-edit page
Save	Click to save the edits.
Revert	Click to undo the edits.
Refresh	Click to refresh the page.
Reserve*	Click to reserve an available entry for editing. This disables the Save. Product Family feature You can use this feature for all the Product Family items (Base, Variant, and Simple).
Release*	Click to release a reserved entry. Product Family feature You can use this feature for all the Product Family items (Base, Variant, and Simple).
Add	Click to add an entry. Product Family feature You can use this feature for Base and Simple type of the Product Family items.
Clone	Click to clone an entry. Product Family feature You can use this feature for Base and Simple type of the Product Family items.
Create Variant	Product Family feature Select a Base item and click to create a Variant item.
Search attributes	On the upper-right corner of the page, click to open a list of attribute types, select a type, and click to search. Using the attrsearchtype property in the config.json file, the attribute type list can display either attribute name or attribute path. Important: For normal or grouping multi-occurrence, this feature works only for the first occurrence of the searched attribute.
Configure tabs	Click to open the Configure tabs pop-up window. To reorder a tab, click . You can also drag a tab in the interface. To remove a tab, clear the checkbox for the tab.
Error pane	Click to see the following in the error pane. Attribute name - Displays the name of the attribute that has an input error. Click to redirect and highlight to the attribute. Error type - Displays the type of the error. Messages - Displays the guidelines to resolve the error. Restriction: If you have the same attribute on the different attribute tabs, and you enter a wrong value in the attribute field, you get a validation error. If you toggle between such tabs, the validation error disappears.
Views	Select a view from the Views list on the right. These views are catalog-specific, and once selected, the search results display only the attributes that are part of the view. Views provide a more efficient or task-specific view of items, create groups of attributes that are related to a specific data entry or data maintenance process. This feature supports state maintenance. Also, after you select a view, you see the same view across the Data Explorer page, Multi-edit page, Single-edit page (Opened through Data Explorer), and Search page. By default, the selected view is [System Default]. If you set a view for a catalog, the catalog then becomes the default selected catalog.
Relationship visualization	Fix Pack 11Click to see the Relationship visualization. The Relationship diagram pop-up window opens. This diagram illustrates the relationship between this entry and all the other entries that it is related to. You can enter a value in the fields to specify the horizontal and vertical spacing between nodes in pixels. Following is the permissible range for these fields. Horizontal spacing - Minimum value=200, Maximum value=5 Vertical spacing - Minimum value=100, Maximum value=50 Click any entry in the Relationship diagram to directly open the entry in the single-edit page. Click to print the Relationship diagram in PDF format. Collaboration area Important: In a Relationship diagram pop-up window, if you click Back to items, After you have clicked any node, you are redirected to the home page instead of the single-edit page of the last accessed node. This is a known limitation and will be fixed with a future release. Without clicking on any node, you are redirected to the multi-edit page of the collaboration area.
Manage Attributes	Fix Pack 12Using the Manage Attributes feature, you can choose and view only the required attributes in the Attributes and the user-defined tabs of the single-edit page in the Persona-based UI. Click on the lower left side of a single-edit page for an entry. The Manage Attributes pop-up window opens. Important: If you select and clear any attribute that is present in more than a tab, this action gets replicated for this attribute across all such tabs. Left pane The left pane contains all the tabs. You can select all the tabs, if required. The Attributes tab and all the user-defined tabs in the Left pane show the total count of attributes. Click the count of attributes to see the details on the right pane. You can drag any tab, and click Save to see the change in the single-edit page. You can search a specific tab using the Search field. Right pane The right pane contains all the spec-wise attributes. By default, all the attributes are selected. You can clear attributes, if required. You can drag any attribute, except a child node. You can see the total count of the selected attributes. You can search a specific attribute across the spec using the Search field. Click to toggle between the Card view and the Grid view. Mandatory attribute An attribute that has an Asterisk (*) is a mandatory attribute. This attribute can be dragged. Parent attribute - Card view An attribute with icon is a parent of a grouping node. This attribute can be dragged. You cannot though drag and add an attribute after this attribute. Parent attribute - Grid view The parent attribute row has type as Grouping. Gray background attributes The attributes that cannot be dragged have a Gray color background. When you edit anything on the Attributes tab, the (Manage Attributes) icon is disabled. To apply the updates done, click Apply. To reset all the updates that are done on the Manage Attributes pop-up window, click Reset.

Filtering Collaboration areas through custom filters on a catalog

This content is applicable to both Checkout and Checkout family tasks.

The filtering is based on a custom logic and is over and above the security mechanism in place to list collaboration areas for Checkout. You can enable the feature by adding a custom Collab-Area Filter parameter on the catalog attributes that is a fully qualified class name. The class must be present in the class path of the Product Master application server as a JAR file.

Example

Collab-Area Filter > com.psl.CustomCollabAreaFilter

The custom class implements the public Collection <ItemCollaborationArea> getFilteredCollaborationAreas(Item item) method. The method displays a list of filtered collaboration areas on the single-edit page. If the method returns an empty list, then Checkout is displayed, but in a disabled state on the single-edit page. If an error occurs while running the method, or if the Collab-Area Filter parameter is not set, all collaboration areas on the catalog are displayed based on your role and ACGs.

* - An entry checked that out by other user to the step can be released, reserved, or checked in the following scenarios:

If the Admin (Admin, Full admin, or Solution developer) user is a performer on step,
If the Admin user is an Administrator on a collaboration area,
If any user is Administrator on a collaboration area.

** - If you enable Reserve, the Save option gets disabled.