Products tab tasks

You can perform the following tasks on the search results of the Products tab.

From the right, select an appropriate pagination size (50, 100, 200, or 500) to specify the number of search results to be displayed. By default, the pagination size is 50.
Open Select entries and click to open entry details page.
Refresh Click to refresh the page.
Checkout Click to check out the selected item. The single-edit page opens to display the item details in an editable mode. The icon signifies that the entry is checked-out.
Important: Select Checkout and Edit checkbox while you are creating a collaboration area to enable the Checkout functionality.
Import Click to import the updated Microsoft Excel workbook. For more information, see Export and Import feature.

 Product Family feature 

You can use this feature for all the Product Family items (Base, Variant, and Simple).
Export Click icon to export all the entries to a Microsoft Excel workbook. For more information, see Export and Import feature.

 Product Family feature 

You can use this feature for all the Product Family items (Base, Variant, and Simple).

 Checked out entries 

To allow checked out entries to be exported to the Microsoft Excel workbook, select Enable export of checked out entries on the Left pane > Settings > Application settings tab.

GA

The checked out entries are displayed with Amber color in the exported Microsoft Excel workbook.

Save as list Click to open Save as list pop-up window. Enter an appropriate name in the List name field, and click Apply. You can access this saved list anytime through the Saved List option on the Search page.
Generate report  Catalog   Categories   Subcategories 

Click to export search results to a Microsoft Excel format. In the Generate report pop-up window, select the appropriate script, and click OK. All the records get downloaded in the generated report irrespective of the selection in the multi-edit page.

You can either choose Default Rich Search Results Report Script (Excel 2007 - xlsx format) or Default Rich Search Results Report Script (2021).

You can specify the value for maximum number of entries that a report can have through the following. You can also specify the value as No limit.
  • Admin UI - Home > My Settings > Specific Screen Settings > Maximum number of entries to be written to a report on Generate Report in Multi Edit
  • Persona-based UI - Settings > Personal settings > Generate maximum entries report
Note: The generated report contains the PRIMARY_SPEC details only.
Click Run as background in the Generate report pop-up window to run the generate report in the background. You can download this report from the Home page > Show notifications > click Generate report job > Job details > Download report. You can also download this report from the Job manager > Job console > Generate report jobs page. Click Result for this report to download the report. For more information, see Generate report jobs.
Important: Generate reports are shown for catalogs that have catalog_list permission of USER ACG and hierarchies that have hierarchy_list permission of USER ACG.
Actions  Catalog 
Select an item, and click to perform a preconfigured entry preview script.
Note: The Actions icon is only displayed if the entry preview script is configured for the selected catalog or container.
Publish Click to publish any of the following from the IBM® Product Master.
Checkout family

 Product Family feature 

Select an item and click to check out all the Product Family items (Base, Variant, and Simple) to a specific Product Family collaboration area.

Filter Click and in the pop-up window,
  • Enter a filter search criteria in the Search field, and click Apply.
  •  Data explorer, Collaboration area, and Search pages GA
    You can use Pipe (|) to add multiple filter keywords.
    • Following is the behavior for the supported attribute types.
      • Currency - Exact match
      • Integer - Exact match
      • Lookup - Contains match
      • Number - Exact match
      • Number enumeration - Exact match
      • Sequence - Exact match
      • String - Contains match
      • String enumeration - Contains match
      Attention: Do not use only Pipe (|) in the Filter field, else the application will throw an error message.
    •  Lookup type of attribute 
      Collaboration area and Data explorer pages
      You can search based on primary key, display attribute, or both depending on the set display format (Search what you can view).
      Search page
      Every keyword that is separated by Pipe (|) should have minimum of 3 characters.

  • You can also filter Localized String attribute and String attribute in Grouping by using this.

  • Sort the values depending upon your requirement click (Ascending or Descending). The default value is ascending order.
  • Click a column header to sort the values.
  • Drag column headers to group the details.
Convert to Simple

 Product Family feature 

Click to convert a Base item to a Simple item. The icon is in an enabled state, only if the item to be converted is,
  • Of type "Base",
  • Does not have any child items (linked items).
Export to PDF Click to download the entry details in a PDF format. The PDF report contains the following details for an entry.
  • Catalog name on the right top corner.
  • The header contains,
    • Display the image (if available) on the left corner.
    • Primary key and display attribute name in the middle.
    • Product description (if available) below the display attribute.
  • Attribute and value data are displayed as Key-Value pairs.
  • Total count of attributes in the footer.
This PDF is a read-only report meant only as a reference to view all the data for an item.
To export only a set of attributes from a catalog to this PDF output. Proceed as follows to do so for a catalog,
  • Go to the Design manager > Catalogs > <catalog name> link. The Catalog console <catalog name> page opens.
  • In the Custom attributes section, add the following details, and click .
    • Name - Attribute Collection for PDF export
    • Value - <attribute collection name>
      If there are multiple comma-separated values, the first <attribute collection name> is given preference.
  • The <attribute collection name> specified in the Custom attributes section is given preference over the one specified in the Details > User defined core attribute collection section.
Now when you click , PDF report contains only the list of attributes that are defined in the <attribute collection name>.
Important: GADisplay image of the WebP or GIF formats are not supported. The generated PDF will not display any image.
Pop-up menu for column Right-click any column to view a pop-up menu with following the additional features.
  • Column sort - You can sort a column by Ascending or Descending order or select Clear sorting to clear the current sort pattern.
  • Column pin - Click Pin to make a column to make it static. Click Unpin to clear.
    Note: When you change the tab, this column pin is lost.
  • Column size - You can specify column size by dragging the column border. You can also select Autosize to format the column size to a standard proportion. Click Reset column size, or Reset all columns size to undo.
Clear all filters Click to clear all the existing filters from the columns.
Note: This icon is disabled until you apply a filter.
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.
Manage Attributes Using the Manage Attributes feature, you can choose and view only the required attributes in the Multi-edit, Data explorer, Search, Free text search, and Audit History dashboard pages. Click on the right side to open the Manage Attributes pop-up window opens.
  • You can see a list of all the attributes.
  • You can select all the attributes, if required.
  • You can drag any attribute.
  • You can see the total count of columns.
  • You can search a specific attribute using the Search field.
  • Click to toggle between a Card view and a Grid view. By default, the view that is displayed is the Card view.
  • Attributes that cannot be dragged have a Gray color background.
  • When you edit anything on the Attributes tab, the (Manage Attributes) icon gets disabled.
  • Select an attribute to view it on this page. You can also clear the checkbox to ensure that the attribute is not displayed (hide) on this page.
  • To apply the updates done, click Apply.
  • To reset all the updates that are done on the Manage Attributes pop-up window, click Reset.
    Following updates, if done get through the Manage Attributes pop-up window get reset.
    • Hide or show attributes
    • Rearrangement of rid columns either through the grid or the Manage Attributes pop-up window
    • Changes to the column width
    • Filter and sort
    • Selection
State maintenance
  • On navigation to some other page, last state of the screen (including grid state) is retained.
  • If you make any update in the Attribute collection of the mapped view (like add new attribute, delete attribute, or hide any attribute) and then navigates to the Search page, the grid state gets reset.
  • If you change the view, the grid state gets reset to its original default settings.
Click an entry to open the entry details in the single-edit page. For more information on the single-edit page tasks and tabs see,