# Ergonode Manual

Step-by-step instructions on how to use Ergonode.

{% hint style="info" %}
If you have an issue opening our main support portal address <http://issues.ergonode.com> you can try the alternative one at <https://ergonode.atlassian.net/servicedesk/customer/portal/2>
{% endhint %}

{% hint style="success" %}
Please be advised that Ergonode officially only supports the Google Chrome browser.
{% endhint %}

{% hint style="info" %}
Please note that certain features and functions described in this manual may not be available across all pricing tiers.
{% endhint %}

Welcome to the Ergonode User Manual page. As you are surely aware, we live in an age of digital transformation where every retailer, distributor, or manufacturer shares the same problem: discovering the best way to manage their product catalog effectively to manage their product catalog effectively.\
\
Therefore, we created the Ergonode platform - when it comes to digital sales channels, product management empowers your team with efficient catalog management, increases the productivity and quality of their day-to-day work, and provides data enrichment.

**Ergonode is a PIM platform for teams that enrich product information together. Smart product management allows for a better team spirit and increased productivity.**<br>

<figure><img src="/files/gSZCSgP8ZOy8Dp3isBgF" alt=""><figcaption></figcaption></figure>

## With Ergonode you can:

* Design outstanding product data by creating beautiful templates for product families.

<figure><img src="/files/rXQA0nV8Plhe10vj9MPd" alt=""><figcaption><p>Product Catalog - Product Card Example</p></figcaption></figure>

* Streamline your workflow with automation features such as bulk editing and scheduled updates.

<figure><img src="/files/QUWfkXgCZL0sy3SAHxyO" alt=""><figcaption><p>Automations list</p></figcaption></figure>

* Collaborate with your team in real-time by sharing product information and updates instantly.
* Ensure data consistency across all channels to maintain brand integrity.
* Customize data models to suit specific industry needs, improving data organization and retrieval.
* Use AI to create the descriptions and translations for you.

<figure><img src="/files/o68csxQeVMyIkskhH2W6" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/XkZtIggQ6F9VGIl8rxEf" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/pq1trK1xWvcR1UegSeWY" alt=""><figcaption></figcaption></figure>

* Set powerful workflows for your team.

<figure><img src="/files/0m8A7HSd2AHc9sl2fkiG" alt=""><figcaption><p>Workflow designer</p></figcaption></figure>

* Easily manage multiple languages.

<figure><img src="/files/aR3MnUgteUhYbqGKUMCK" alt=""><figcaption></figcaption></figure>

* Create and execute import and distribution processes.

<figure><img src="/files/s6pMOVkoKgQRRmkHkTAg" alt=""><figcaption></figcaption></figure>

* Easily manage your assets (simple DAM):

<figure><img src="/files/qJveYzLke7XiBPexJssO" alt=""><figcaption></figcaption></figure>

* Create your apps or use the built-in ones to extend the functionality of our System.

<figure><img src="/files/zeWXmRROXQCJjvT8medP" alt=""><figcaption></figcaption></figure>

## You can find other great resources here:

* [Ergonode Community Slack Channel](https://ergonode-community.slack.com)
* [Ergonode Facebook Profile](https://www.facebook.com/ergonode)
* [Ergonode Linkedin Profile](https://www.linkedin.com/company/14812512/)
* [Ergonode Twitter Account](https://twitter.com/ergonode)
* [Ergonode YouTube Profile](https://www.youtube.com/@ergonode)
* [Ergonode Instagram Profile](https://www.instagram.com/ergonodepim/)


# Dashboard

The dashboard is divided into three sections: Products, Completeness, and Statuses (with language switch). Its purpose is to deliver basic overview about your products.&#x20;

## **Products**

This section provides an overview of your product inventory, detailing the quantities of simple, grouped, and variant products.

<figure><img src="/files/Yog8V5PIOlhJ3hk77dSu" alt=""><figcaption></figcaption></figure>

## **Completeness**

Completeness shows % of products fulfilled at 100% (number of products fulfilled at 100% divided by the total number of all products in the system, divided by language).

<figure><img src="/files/JNlCTPjT4A9sXSncjUCJ" alt=""><figcaption></figcaption></figure>

## **Statuses**

Statuses will inform you about the number of products in all available workflow statuses, categorized by language as well.

<figure><img src="/files/x5argfW9kyQ1FUboVjBk" alt=""><figcaption></figcaption></figure>


# User menu and Action center

**User menu**

The user menu is available in the upper right corner. You will find three options there: [My profile](/dashboard/dashboard/user-menu-and-action-center/my-profile), [Settings](/system/settings), and Log Out.

<figure><img src="/files/lRP3zAPOQOZJJguFIeyz" alt=""><figcaption></figcaption></figure>

**Action center**

[The action center](/dashboard/dashboard/user-menu-and-action-center/action-center) (bell icon) is a place with system notifications.&#x20;

<figure><img src="/files/ggiOeLRnfeXbJHcJOZe2" alt=""><figcaption></figcaption></figure>


# My profile

In this menu, you may check your [Activity log](/dashboard/dashboard/user-menu-and-action-center/my-profile/activity-log) and [Privileges](/dashboard/dashboard/user-menu-and-action-center/my-profile/privileges).&#x20;


# Activity log

This is a place where you can see what action in the system was made by your account. It's similar to [Activity logs in the System](/system/activities), but there you view the activity of all accounts (also made by system or intergations you have implemented ) in one place.

<figure><img src="/files/toBQ55exZudJHIFNWwcR" alt=""><figcaption></figcaption></figure>


# Privileges

Here you can see what privileges your profile has. To change them, you must go to[ User roles in System settings](/system/user-roles/privileges).&#x20;

<figure><img src="/files/QPtpJVh90CHjrVe9BnC1" alt=""><figcaption></figcaption></figure>


# Settings

This option is just a shortcut to [System settings](/system/settings).&#x20;

<figure><img src="/files/dso32BQ88czXcJRHrCeC" alt=""><figcaption><p>System Settings - Languages</p></figcaption></figure>


# Action center

Every new notification will show up as a red icon with number of unread notifications.&#x20;

<figure><img src="/files/sK4sL25krBkRcMgffCuU" alt=""><figcaption></figcaption></figure>

To mark them as read click on the three dots (*kebab) menu* and choose *Mark all as read*.

<figure><img src="/files/isJcEUeNtMcKJJ9bZwmX" alt=""><figcaption></figcaption></figure>

Some notifications will have an extra option when you hover over them.

<figure><img src="/files/4PIZA6pzSsT4Gb0IAZEc" alt=""><figcaption></figcaption></figure>

In the details of the notification, you will see an error message if anything goes wrong.

<figure><img src="/files/vFDjCq6Kb95eJYfBvUSD" alt=""><figcaption></figcaption></figure>

You can cancel the action using the Stop action in the menu.

<figure><img src="/files/az4JdUzu1jH4ur1TNWiC" alt=""><figcaption></figcaption></figure>


# Catalog

{% hint style="info" %}
Demo instances are limited to a maximum of 5k products.
{% endhint %}

{% hint style="info" %}
Grid \[4] is limited to a maximum of 100 columns.
{% endhint %}

{% hint style="warning" %}
To delete a product, you first need to remove all its relations. Read more about how to do it [HERE](/products/catalog/batch-actions/delete-products/identification-of-related-products).
{% endhint %}

<figure><img src="/files/uCvPo7rlgoG1HbDgm2F7" alt=""><figcaption></figcaption></figure>

The product catalog is divided into four sections:

## \[1] Top bar

The top bar allows you to perform catalog-wide actions, including creating[ a new product](/products/catalog/creating-new-product).

## \[2] Actions / Filters / View bar

This area enables you to perform [Batch actions](/products/catalog/batch-actions), use [Advanced filters](/products/catalog/filters-advanced), and switch [System views](/products/catalog/system-views).

## \[3] Attributes bar&#x20;

Here, you can search for existing attributes by clicking on the magnifying glass icon and use them in the grid or [Advanced filters](/products/catalog/filters-advanced).&#x20;

You can also [create a new attribute](/product-design/attributes/create-a-new-attribute) by clicking on the ***green plus*** icon at the bottom.

## \[4] The products section

The grid displays products available in our PIM environment and allows for simple searches, quick Excel-like changes, and editing or deleting products.

It's also possible to add new rows - as shown in the [Custom view](/products/catalog/system-views/custom-views) section.

You can pin a column on the left of the grid

<figure><img src="/files/5buJanHqQPColtKXHpqx" alt=""><figcaption></figcaption></figure>

or remove it.

<figure><img src="/files/uR31hgDZ7yiULdP2gp7U" alt=""><figcaption></figcaption></figure>

The simple search within the grid is performed by double-clicking on the first row of a column, typing your query, and then pressing enter.

{% hint style="info" %}
Unlike [Advanced filters](/products/catalog/filters-advanced), the product list filtered by simple filters does not remain filtered when refreshing the page or navigating away and back.
{% endhint %}

<figure><img src="/files/YRXn4KrREqlwPTtAMFMF" alt=""><figcaption></figcaption></figure>

You can sort data in the grid by clicking on the sort icon that appears when you hover over a title row.

<figure><img src="/files/mfc6JDiXTiSvcgQqKnmY" alt=""><figcaption></figcaption></figure>

To edit a product, find it in the grid and click on the edit (pen) icon. You will be taken to a page with tabs: [General](/products/catalog/general), [Template](/products/catalog/template), [History](/products/catalog/history).\
Tab with [Comments](/products/catalog/comments) has been moved and now Comments are available as an icon in the top right corner ![](/files/BF3dR33gO7BPC1GDkbQb) ![](/files/5wq4CUIPZHQZkMM5vz8w) ).&#x20;

{% hint style="info" %}
There may be a 5th tab called [Variants ](/products/catalog/creating-new-product/product-with-variants)if you are creating a Product with variants, or [Children](/products/catalog/creating-new-product/grouping-product)[ ](/products/catalog/creating-new-product/grouping-product)if you are creating Grouping Products.
{% endhint %}

<figure><img src="/files/faVfnKYHOxvxkM6KiwDC" alt=""><figcaption></figcaption></figure>


# General

Here, you can change basic options, such as the template used for this product and the categories assigned to it.&#x20;

<figure><img src="/files/AqCPJTabyCbivpqAELfG" alt=""><figcaption></figcaption></figure>


# Template

## Product card

This is a place where you can set values for your products, create an [AI-generated product description](#ai-description) based on selected attributes, use the [AI translation](#ai-translation) feature, and establish [two-way product relations](#product-relation-attribute).

<figure><img src="/files/sEiG0dKliJOUxeUi91cc" alt=""><figcaption></figcaption></figure>

At the top left corner, there is an \[1] Edit language drop-down menu; use it to switch between languages for filling in attribute values.

<figure><img src="/files/rHxN330XYkOL1chzvSzQ" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Information on how to add a new language to the list can be found [here](/system/settings/languages).
{% endhint %}

At the left top corner, you can find \[2] Edit template button, \[3] the Completion index, and \[4] the Missing translation indicator, and \[5] the workflow status switch.

\[2] Edit template button - takes you directly to the template editor feature.

\[3] The Completion index - shows how many of the [attributes ](/product-design/attributes)in that [template ](/product-design/product-templates)are marked as [required ](/product-design/product-templates/main-templates/designer)and are filled with values.

\[4] Missing translation - indicates that there are untranslated attribute values in the product.

\[5] The workflow status switch - allows you to change the [workflow ](/workflow/information)status of a product if [workflow status changing conditions](/workflow/information/designer/conditions) are met.

### Product Navigation panel

The navigation sidebar helps navigate long product templates by providing an at‑a‑glance list of sections and headings widgets to quick jumps to each area on the product page.

* [Section](/product-design/product-templates/sections) names reflect the template structure defined in Product design → Product templates → Sections, so the sidebar mirrors the same internal organization used during template design.
* [Completeness](/product-design/product-templates/completeness-sets) indicators in the sidebar reflect required attributes and assigned completeness sets, allowing a quick read on enrichment progress per section.
* **Jump to any section**: click a section name in the sidebar to scroll instantly to that block on the product page.
* **Show headings**: Toggle to display headings under their parent sections in the sidebar; when turned off, the list shows sections only for a compact outline.
* **Search**: Use the sidebar search field to filter entries by section name or by heading widget name; results narrow instantly while typing.

<figure><img src="/files/v8CHqKp1DfeIhPdn7O1g" alt=""><figcaption></figcaption></figure>

### AI Description

{% hint style="success" %}
The quality and availability of AI description depend on external technology providers (OpenAI), who have limited support for certain languages - this is why some languages may not be available for description.
{% endhint %}

The “Generate content” option for the text and textarea attributes enables users to create AI-powered product descriptions quickly. Users can either enter a custom prompt using variables that reference product attributes.

<figure><img src="/files/2tyOkkRiJpi6KkTyLlld" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
More information about writing an effective prompt can be found there[How to Write Effective Prompts](/tutorials-and-video-clips/how-to-write-effective-prompts)
{% endhint %}

Or select specific attributes to guide the content generation. This feature streamlines the process of writing product descriptions by automatically generating relevant and well-structured text tailored to the product’s details, saving time and ensuring consistency across listings.

<figure><img src="/files/UPTT4GYeoMn5EwgISPCA" alt=""><figcaption><p>Product Card - Generate Content Menu</p></figcaption></figure>

To use it, click on the three dots (kebab) menu in the textarea type attribute and choose Auto-generated content.

This will allow you to select attributes on which to base your description. The more attributes you select, the better the description will be. Click on Generate Content to proceed or "x" to abort.

<figure><img src="/files/bXT3hf5QvxBCPD0444o5" alt=""><figcaption><p>Product Card - Selecting the Attributes fo AI</p></figcaption></figure>

Wait for a moment, and when done, the content will be automatically pasted into the attribute value.

### AI Translation

{% hint style="warning" %}
Keep in mind that AI-generated content may contain errors. Review all entries carefully before saving.
{% endhint %}

{% hint style="success" %}
The quality and availability of AI translation depend on external technology providers (OpenAI), who have limited support for certain languages - this is why some languages may not be available for translation.
{% endhint %}

This feature allows for automatic content translation and can be used for any text or textarea-type attribute.&#x20;

To start translating, click on the three dots (kebab) menu for your chosen attribute, select Translate from, and then choose the source language for this translation.

{% hint style="info" %}
For this to work, there must be something to translate from. For example, if you wish to translate English product descriptions to Polish, an English version must already be created and saved.
{% endhint %}

<figure><img src="/files/JBqBSOiwbPlfka9Jipv8" alt=""><figcaption><p>Product Card - AI Translate Menu</p></figcaption></figure>

Now wait a moment, and the translated value will be automatically inserted into the attribute.

<figure><img src="/files/Ua3sRGs2kbw7w4lIZPvo" alt=""><figcaption><p>Product Card - Translated Description</p></figcaption></figure>

Remember to save your changes when you are done.

### AI Complete

{% hint style="warning" %}
Keep in mind that AI-generated content may contain errors. Review all entries carefully before saving.
{% endhint %}

AI Complete empowers all users to auto-populate empty product attributes in two flexible ways: by selecting existing attributes or by uploading a PDF specification. This streamlined workflow saves time and ensures consistent, high-quality content across your catalog.

#### Accessing AI Complete

* Go to Products → Catalog and open your product.
* Switch to the Template tab.
* Click the AI Complete button in the top-right corner.

<figure><img src="/files/fkrFFftWOEMXR6EmH25C" alt=""><figcaption></figcaption></figure>

#### Mode 1: Complete with Attributes

{% embed url="<https://www.youtube.com/watch?v=Nxg2iQJhXI8>" %}

{% hint style="info" %}
All attributes types are supported except files and product relations. For galleries, only the first image will be included.
{% endhint %}

**Use case**: Quickly generate values using your existing product data.

**Steps**:

* From the AI Complete menu, choose Complete with attributes.

1/2 Select attributes to complete

* In the right-hand panel, **check each empty attribute you want AI to fill** (e.g., Product title, Meta description, Detailed description, Short description, SEO tags, Product relations).
* Click **Next step**.

2/2 Choose data to identify the product

* **Pick one or more** identifying attributes (for example, Main image, Product type, Brand, Short description).
* Click **Complete product**.

AI will analyze the selected inputs and populate the chosen fields. A green notification “Auto-generation of content completed” confirms success. Click Save changes to apply.

<figure><img src="/files/1HamIbuqipEybsO3JB1r" alt=""><figcaption></figcaption></figure>

#### Mode 2: Complete with PDF File

{% embed url="<https://www.youtube.com/watch?v=3kZNsVI_m2c>" %}

**Use case**: Generate rich, detailed content when you have a product specification PDF.

**Steps:**

* From the AI Complete menu, choose Complete with PDF file.

1/2 Select attributes to complete

* Check the boxes for **each empty attribute** you’d like AI to fill.
* Click **Next step.**

2/2 Upload PDF file

* **Drag and drop or browse** to select your PDF (up to 100 pages or 20 MB).
* Wait for the upload progress bar to reach 100%.
* Click **Complete product.**

AI extracts relevant data from your PDF - such as specifications, measurements, and marketing copy—and populates the selected attributes. Look for the completion confirmation, then **Save changes** to finalize.

<figure><img src="/files/PejPMXMd423W05mYfXfN" alt=""><figcaption></figcaption></figure>

#### Best Practices

* **Attribute selection:** The more contextual attributes you include, the more accurate the output.
* **Identifying:** Choose at least one clear identifier (e.g., image, title) to guide the AI.
* **PDF quality:** For PDF mode, ensure your document has clear headings, tables, and specifications.
* **Retry generation:** If results aren’t satisfactory, adjust your attribute choices or upload a refined PDF and try again.

### Attribute variables in the product template

{% hint style="info" %}
Attribute variables can only be used with specific attribute types; you can read more about this [here](https://usermanual.ergonode.com/product-design/attributes/attribute-variables).
{% endhint %}

To use the variables, click on a supported attribute in the product template and type the hash character (#). A list of available variables will be displayed.

<figure><img src="/files/uAz6e7N2ozPghirKnX21" alt=""><figcaption></figcaption></figure>

You can use more than one variable.

<figure><img src="/files/damzX8ot0ngia7ietjCB" alt=""><figcaption></figcaption></figure>

When a variable is used, a new eye icon will appear. If clicked, a preview will be shown.

<figure><img src="/files/1zSbuhUjrOiWZPEFUnTv" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Variables are language-independent, meaning that the same variable can have different values depending on the selected language (if a local-type attribute is used).
{% endhint %}

### Gallery attribute

There are four items in the gallery-type attribute:

<figure><img src="/files/qi4XfT3T64qGbtiUnI0t" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Clicking on an image will open it in full-screen mode.
{% endhint %}

\[1] Information on how many images are in the gallery.

\[2] Name of the file.

\[3] Context menu.

<figure><img src="/files/u38PEU29EBVX5PMexNES" alt=""><figcaption></figcaption></figure>

| Option              | Function                                                |
| ------------------- | ------------------------------------------------------- |
| Add image           | Add new image to the gallery                            |
| Manages items       | Change order of images in the gallery                   |
| Download this image | Download this image                                     |
| File information    | Opens new windows with file details                     |
| Go to image         | Open displayed image in Resources > Media               |
| Detach image        | Remove an image from the gallery (not from Resources)   |
| Detach all          | Remove all images from the gallery (not from Resources) |

\[4] Arrows to display previous/next images.

### Product relation attribute

You can choose to create a two-way relationship with a product instead of a traditional one-way relationship. To do so, click on the ***+ Add Relations*** button.

<figure><img src="/files/g6vZRibByz4kVsq4yEoG" alt=""><figcaption></figcaption></figure>

Then, toggle the ***Create a Two-Way Relation*** switch to add the currently edited product as a relation to a selected product.

<figure><img src="/files/xJLQgjHQKAX1c2UCxrlg" alt=""><figcaption></figcaption></figure>

### Textarea with RTE-enabled attribute

RTE-enabled textarea-type attributes allow you to enter rich text content with various formatting options. You can use the RTE editor to create and edit your content in the Product Catalog. You may also use variables.

<figure><img src="/files/yLw9dcqapPOH6RQvDeeJ" alt=""><figcaption></figcaption></figure>

#### To use the RTE editor, follow these steps:

1. Click on the plus icon that appears in the upper left corner of the attribute field when you click on it in the Product Catalog. This will open the RTE editor.
2. Choose an option from the toolbar to insert a block of content. You have eight options: Text, Heading, List, Image, Video, Delimiter, Table, and Quote. Each option has different functions and appearances:
   * **Text**: Inserts a text block where you can type plain text. You can also use keyboard shortcuts like Ctrl+B for bold, Ctrl+I for italics, Ctrl+U for underlining, or Ctrl+K to create links.
   * **Heading**: Inserts a heading block where you can type a title or subtitle. You can choose heading sizes from H1 to H6 by clicking on the ***Click to Tune*** icon (six dots) next to the block.H1 is the largest and H6 is the smallest.
   * **List**: Inserts a list block for typing item lists; by default, it’s ordered but can be changed to unordered by clicking on ***Click to Tune***.
   * **Image**: This option inserts an image block where you can display an image from the internet. You need to enter the image URL in the window that appears. The image URL must be an absolute link, which means it starts with **http\://** or **https\://** and includes the full path to the image file. For example, **<https://example.com/images/image.jpg>** is an absolute link, but **/images/image.jpg** is not.
   * **Video**: This option inserts a video block where you can embed a video from YouTube or Vimeo. You need to enter the video link in the “Source” field in the window that appears. The video link must be a valid link from YouTube or Vimeo, such as **<https://www.youtube.com/watch?v=example>** or **<https://vimeo.com/example>**. You can also enter the width and height of the video in pixels in the “Width” and “Height” fields, and toggle the “Constrain proportions” switch to keep the aspect ratio of the video. Click on the “Add video” button to insert the video, or the “Cancel” button to close the window. You can also resize the video by clicking on the “Click to tune” icon next to the block.
   * **Delimiter**: Inserts a thin horizontal line separating different sections of content.
   * **Table**: Inserts a table block for displaying data in rows and columns; you can edit it by clicking on options next to each row or column.
   * **Quote**: Inserts a quote block for typing quotations or citations; alignment options are available via ***Click to Tune***.
3. To add more blocks of content, click on the ***plus icon*** that appears between blocks. You can also reorder blocks by dragging and dropping them using the ***handle*** (six dots) on each block's left side.
4. To expand the attribute field, click on the ***double-arrow*** icon on the right side of the toolbar; this will make it fill the whole screen. Click again to return it to its original size.
5. To save your content, click on ***Save Changes*** on the right side of the screen. To discard changes, simply navigate elsewhere in the system or refresh the page.

{% hint style="info" %}
RTE editor does not support all HTML tags.
{% endhint %}

You can use RTE-enabled textarea-type attributes to create rich and engaging content for your products and edit it at any time by returning to the [Product Catalog](/products/catalog) and clicking on the attribute field.

{% hint style="success" %}
Read our blog article on How to Create a Product Family Template [HERE](https://www.ergonode.com/blog/creating-product-family-template-guide).
{% endhint %}


# History

The history tab displays a table of changes made to the product, including adding, modifying, or deleting data. The table has seven columns:

* **Date:** The date and time when the change occurred.
* **Resource:** The name of the data entity affected by the change.
* **Identifier:** A unique identifier for the data entity.
* **Author:** The name of the user who performed the change, or the system if the change was automated.&#x20;
* **Source:** The location or method from which the change was initiated.
* **Event:** The type of change.
* **Message:** A brief description of the change, such as the new or old value of a field or the destination of a move.

<figure><img src="/files/IABktCquXTJvB7kzAlUA" alt=""><figcaption><p>Example of using filters on "Source" column</p></figcaption></figure>

The history tab allows users to view application history, filter the table by different criteria, and sort it by various columns. This helps users track changes, monitor activity, and troubleshoot issues in the application.


# Children

You can find more infromation about this tab here direclty on [this page](/products/catalog/creating-new-product/grouping-product)&#x20;

<figure><img src="/files/NMR7DpNbKzVT4eezYIc1" alt=""><figcaption></figcaption></figure>


# Variants

You can find more infromation about this tab here direclty on [this page](/products/catalog/creating-new-product/product-with-variants)&#x20;

<figure><img src="/files/LhlrhSVrtb2vlATD1PEe" alt=""><figcaption></figcaption></figure>


# Comments

{% hint style="success" %}
With the latest Ergonode update, **comments** have been moved into a collapsible sidebar available in both the **Product Detail** and **Catalog (Grid/Table)** views. This ensures feedback is always within reach without disrupting your workflow.
{% endhint %}

{% hint style="info" %}
The comments badge reflects the total number of comments, not just unread or new comments.
{% endhint %}

{% hint style="info" %}
Comments remain attached to the specific product version and are visible to any user with access to that product.
{% endhint %}

{% hint style="info" %}
The sidebar automatically closes when navigating away from the Product Detail view.
{% endhint %}

## Accessing the Comments Panel

A **comments icon** appears in two places:&#x20;

* **Product Detail view**: Top-right toolbar. When there are no comments, the icon displays in its inactive (outlined) state. When comments exist, a badge shows the total count of comments beside the icon.
Clicking the icon opens the sidebar; clicking again (or clicking the close icon) hides it.

<figure><img src="/files/scpy0S6nxz3iAnSgmWnW" alt=""><figcaption><p>Product card - comments section highlghted</p></figcaption></figure>

* **Catalog (Grid/Table) view**: In each row’s actions column, alongside edit and delete icons.

<figure><img src="/files/BFZT7vfThnDQHCa6rVO3" alt=""><figcaption></figcaption></figure>

## Sidebar Layout

Once opened, the comments sidebar shows:

* A New Comment button at the top for creating a comment.
* A scrollable list of existing comments, each rendered as a card containing:
  * The user avatar or initials and author name
  * The comment text.
  * A timestamp indicating when it was created.
  * Edit (pencil) and Delete (trash) icons on hover for comments you own.

## Adding a New Comment

* Open the Comments sidebar by clicking the comment icon in the top-right toolbar of the Product Detail view.
* In the Write a comment… field at the top of the sidebar, type your comment text.
* Click Add comment to post.
* If you change your mind, click Cancel to clear the input.

## Editing and Deleting

* **Edit**: Click the pencil icon on your comment card. Modify the text, then click *Save comment* or *Cancel*.
* **Delete**: Click the trash icon, then confirm to remove the comment permanently. The badge count updates accordingly.


# Creating new product

How to create a new product via UI

Ergonode features three types of products to accommodate the needs of both e-commerce business owners and their customers.

<figure><img src="/files/fTnQgUjEEio62PqO8GLr" alt=""><figcaption></figcaption></figure>

Click on the ***+ New Product*** button.

<figure><img src="/files/VTswhUKItkvzuI0UI08H" alt=""><figcaption></figcaption></figure>

Choose the product type you wish to create.&#x20;

{% hint style="info" %}
Depending on the product type you select, click on the corresponding link below to see the rest of the process.
{% endhint %}

* [Simple product](/products/catalog/creating-new-product/simple-products)
* [Grouping product](/products/catalog/creating-new-product/grouping-product)
* [Product with variants](/products/catalog/creating-new-product/product-with-variants)


# Simple products

This is the most basic product type, with no relations or variants (until you assign them).  The product can exist as a separate item, as a variant of another product, or as part of a product group. The main goal of this product type is to keep it simple and easy to manage.

<figure><img src="/files/zsR7NPmuJO5CYdltiXOF" alt=""><figcaption></figcaption></figure>

Fill in all fields; the SKU can be created automatically for you if you enable the [**Generate SKU Automatically**](/system/settings/sku) option in settings.&#x20;

Choose the product template that will be used with this product. Select one or more categories to associate with this product (this step can be skipped). Click ***Create*** or ***Create & Edit***, which will take you to the edit mode for the newly created product.

<figure><img src="/files/S6oOyyvfdRKR4yZISnSZ" alt=""><figcaption></figcaption></figure>

You will see multiple tabs where you can add extra information about this product: [**General,** ](/products/catalog/general)[**Template**](/products/catalog/template)**,** [**History**](/products/catalog/history)**, and** [**Comments**](/products/catalog/comments)**.**


# Grouping product

## Introduction

A grouping product gathers simple products into a set with one or more common features. For example, if you run a store with leather accessories, you may want to create a set of products such as a wallet, suitcase, and belt, making it visible under one listing in your store search and managing it with a specific set of attributes and categories.

To create a grouping product, follow the same initial steps as before, but when selecting a product type, choose ***Grouping Product***.

<figure><img src="/files/AIiMZOXV8eduaKrhBUGs" alt=""><figcaption></figcaption></figure>

As before, fill in all fields; the differences will appear after you have created the product and moved to edit it.&#x20;

A ***Children*** tab will become available, where you can select simple products to add to your group.

<figure><img src="/files/9ZgBIk7MBS0CoNIAtEqn" alt=""><figcaption></figcaption></figure>

## Add a new Children product

It's possible to add a product searching by SKU or from the list.

<figure><img src="/files/oT13u6x5YJF01gIZqKt6" alt=""><figcaption></figcaption></figure>

### By SKU

Add the SKU of the product or products you wish to add, separating multiple SKUs with a new line or comma.

<figure><img src="/files/MRYNuRdgTlRY4Vww6Img" alt=""><figcaption><p>Separate multiple SKUs by using enter or comma, e.g. “SKU1, SKU2, SKU3”</p></figcaption></figure>

### Select from list

Tick the product you wish to add, then click ***Save Changes*** to confirm or close the window to cancel.

<figure><img src="/files/aUc6PalGP2fcuO8iF73S" alt=""><figcaption></figcaption></figure>

You can choose between ***Table View*** and ***Tile View***, or set display settings in the menu on the right side.

<figure><img src="/files/BLFgfw9oAzPOEvAKFfoE" alt=""><figcaption></figcaption></figure>

## Detach the product

To detach the children product from the main one, click on the remove icon ![](/files/RJAMrWaE9cOXBh7J3R7H)

and confirm your choice.

<figure><img src="/files/LLDCyJtz30nDxWrDCLT9" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Detached products are NOT deleted; they become single simple products. If you wish to delete it, you must first detach it and then delete it from the [Product Catalog](/products/catalog) location.
{% endhint %}

{% hint style="info" %}

* The order visible in the system attribute **“product children”** in the product catalog grid represents the actual order of products grouped under a grouping product.
* The **GraphQL API reflects this same order**.
* The **children grid visible on the grouping product details page does not currently reflect this order**.
  {% endhint %}


# Product with variants

## Introduction

{% hint style="info" %}
A product with variants consists of a main product and simple products as its variants (similar to Magento configurable products).
{% endhint %}

If your product has multiple versions, such as colors, materials, or sizes, you will need a product with variants. To create one, follow the same initial steps as when creating a simple product, but when you see the ***Create Product*** popup window, choose ***Product with Variants*** from the **Product Type drop-down.**

As before, fill in all fields; the differences will appear after you have created the product and moved to edit it. A ***Variants*** tab will become available, where you can select simple products to add.

<figure><img src="/files/uCQrvoOzmDHoId2zgoMQ" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
The binding attribute is a common product attribute that links products together into a product with variants. The attribute must be of the SELECT type and have a GLOBAL scope.
{% endhint %}

Click on ***Add Binding Attribute*****s** to add a new one. A new window will appear;&#x20;

<figure><img src="/files/uU05zPX1R1ErQ3i2Ce25" alt=""><figcaption></figcaption></figure>

click on ***+ Add Binding Attribute*** and add one or more. If you do not have a binding attribute available, you need to [create it first](/product-design/attributes/create-a-new-attribute).&#x20;

All added spaces for binding attributes must have an attribute selected before you can proceed.

<figure><img src="/files/70jSHFzx6nTE6uWzTYix" alt=""><figcaption></figcaption></figure>

Click on ***Choose attributes*** to save or ***Cancel*** to abort.

If you wish to change selected attributes, click on ***Binding attributes*** to the left of ***+ Add products***&#x20;

<figure><img src="/files/8fQojFawK1yALcrlccOD" alt=""><figcaption></figcaption></figure>

and then ***Edit attributes***. You can delete binding attributes by clicking on the ***remove icon.***

<figure><img src="/files/wgKdZinoRzOdwiuzRVQm" alt=""><figcaption></figcaption></figure>

The next step is adding products, so click **+&#x20;*****Add Products.***

<figure><img src="/files/75keXweyV9uQm7rePDmY" alt=""><figcaption></figcaption></figure>

You can ***Select from list*** or ***Generate variants***. Below you will find both options described.

## Add from list

In the newly opened window, you will see a grid of products that have the binding attribute you selected earlier. Tick the product you wish to add and click ***Save Changes*** to confirm or close this window to cancel.

<figure><img src="/files/Le0LMkDjPreP6R66qZhL" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
The products on the list are those that share the same binding attribute on the template assigned to them. This attribute must also have a value assigned for the product to appear on the list.
{% endhint %}

Product(s) will be added as a variant. If you wish to open this variant (product) click on the ***eye icon***.

To delete, click on the ***x icon***.

<figure><img src="/files/Cuk42yX3EvuuTRd9wpfE" alt=""><figcaption></figcaption></figure>

## Generating variants

There are some options to configure variant generation beforehand.

<figure><img src="/files/sPBB6cHKIgsg1Urq89sq" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Generating SKUs for newly generated variants uses translations in the selected language if available; if not, codes are used as a fallback.
{% endhint %}

| Option name                          | Description                                                                                                                               | Additional information                                                                                                                                                                                                                             |
| ------------------------------------ | ----------------------------------------------------------------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Binding attribute values             | Specify the values of binding attributes from which product variants will be generated.                                                   | This field is required.                                                                                                                                                                                                                            |
| SKU format of the variants           | Specify the SKU format of generated variants, it's based on the binding attribute values. SKU of variants will start with the parent SKU. | If there is more than one binding attribute, a user may change their order by dragging and dropping them, however, the parent SKU must always remain first .                                                                                       |
| Separator                            | A sign used as a separator in newly created variants' names.                                                                              | This field is required.                                                                                                                                                                                                                            |
| Language of attribute value          | The language from which values will be taken to create the product name.                                                                  | This field is required.                                                                                                                                                                                                                            |
| Use parent product template          | Automaticly assign the template used in the parent product to newly created variants.                                                     | On by default. If turned off, it's possible to choose a different template from a drop down.                                                                                                                                                       |
| Product template                     | Allows to choose a different template to use with newly generated variants.                                                               | Shown only if *Use parent product template* is set as OFF.                                                                                                                                                                                         |
| Copy parent product categories       | If ON, categories assigned to parent products are automatically assigned to newly generated variants.                                     | Default: OFF                                                                                                                                                                                                                                       |
| Category                             | Allows to pick categories to be copied.                                                                                                   | Shown only if *Copy parent product categories* is set as ON.                                                                                                                                                                                       |
| Copy parent product attribute values | If ON, values of attributes from parent products are automatically copied to the same attributes in newly generated variants.             | Default: OFF. If the user does not have sufficient attribute privileges (edit), (available with higher licenses), he may not see all available attributes. Also for an attribute to be visible, it must have a value in the main "mother" product. |
| Attribute values to be copied        | Allows to choose which attribute values will be copied to newly generated variants.                                                       | Shown only if *Copy parent product attribute values* is set as ON.                                                                                                                                                                                 |

{% hint style="info" %}
The generation of variants is done in the background. When the process is complete, users will be notified via the [***Action Center***](/dashboard/dashboard/user-menu-and-action-center/action-center)***.***
{% endhint %}

<figure><img src="/files/Dyy14vTDnqsipAloPh3n" alt=""><figcaption></figcaption></figure>

## Detach the product

To detach the product from the parent product use ***Detach products*** in the ***Action*** menu.

<figure><img src="/files/t0ggQRlZnwMfo2zFAL5M" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Detached products are NOT deleted; they become single simple products. If you wish to delete the generated variant, you must first detach it and then delete it from the [Product Catalog](/products/catalog) location.
{% endhint %}

<figure><img src="/files/BOJmsXABps7a23h1GP3F" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Detaching variants is done in the background. When the process is complete, users will be notified via the [Action Center](/dashboard/dashboard/user-menu-and-action-center/action-center).
{% endhint %}


# Copy data from one product to another

{% hint style="info" %}
You can copy data to a product that is already filled with data or to a completely new one. If you copy data to a product that already has some data, it will be overwritten.
{% endhint %}

{% hint style="info" %}
The data that will be copied includes the product template, attribute values, and category assignment.&#x20;
{% endhint %}

To copy data from one product to another, go to [Products ](/products/catalog)in the side menu, and click on the ***edit (pen)** icon* on the product you wish to copy data to.

<figure><img src="/files/iGwutToP2gwD8viQiBne" alt=""><figcaption></figcaption></figure>

In the upper left corner is a ***three dots*** (kebab) menu, click on it and choose ***Copy another product***.

<figure><img src="/files/qN9PiPid9q4cLTE366Br" alt=""><figcaption></figcaption></figure>

To find the one you are looking for, you can use the same techniques available on the [Products grid](/products/catalog/system-views/table-view-grid-view), and [Advanced filters](/products/catalog/filters-advanced). You may also add a new column to the grid as shown in the [Custom view](/products/catalog/system-views/custom-views) section.

Select the product you want to copy data from and click ***Copy product***.

<figure><img src="/files/9HO8Li7tRJnkipUegHFw" alt=""><figcaption><p>The columns in this window are the same columns that you have in Product catalog.</p></figcaption></figure>

Some attributes will be highlighted in green, which means they contain data copied from another product.

<figure><img src="/files/guFw1tCTBpahp2Hz7lXr" alt=""><figcaption></figcaption></figure>

Don't forget to click on ***Save Changes***.

<figure><img src="/files/Nvy3XxgPWxnqraFXz3sI" alt=""><figcaption></figcaption></figure>


# System views

Grid views are specific to the login, which means that if one person creates and saves a view, it will be available only to that person.

There are 3 system views \[1][Grid](/products/catalog/system-views/table-view-grid-view), \[2][Tile](/products/catalog/system-views/tile-view-gallery-view), \[3][Kanban](/products/catalog/system-views/kanban-view), one saved views place\[4][Custom](/products/catalog/system-views/custom-views), and \[5][Settings](/products/catalog/system-views/display-settings).

<figure><img src="/files/t2T3TZghbLewr7EzAWsi" alt=""><figcaption></figcaption></figure>


# Table view (Grid view)

{% hint style="info" %}
Grid is limited to a maximum of 100 columns.
{% endhint %}

The table grid is a classic Ergonode view that can be seen in multiple places on the system. Users can use the keyboard to move around the grid; available buttons are arrows, tab, and enter. It can be a little bit different from place to place, but the main structure will always be the same.

At the top of the view, there are two options [ACTIONS ](/products/catalog/batch-actions)and [FILTERS](/products/catalog/filters-advanced).

<figure><img src="/files/EeC4ipjUKwUxj05OMnYH" alt=""><figcaption></figcaption></figure>

The grid works in some ways like Excel, allowing users to make changes in one column and drag them to others, so the changes are applied there as well.

{% hint style="info" %}
If you change anything directly from the grid, you need to click the ***SAVE CHANGES*** button to save your changes. Unsaved changes are highlighted in green.
{% endhint %}

<figure><img src="/files/UrXLUkMXec9oVPn06acA" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/QGPEnV2hCDftRBlkWBXF" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
It's possible to add a new column or delete an existing an existing one from the grid and save it for future use. Check [Custom view](/products/catalog/system-views/custom-views) for more details.
{% endhint %}

You can search within the grid by double-clicking the first row of a column or pressing ***ENTER*** on your keyboard, typing your search term, and then pressing ***ENTER*** again.

<figure><img src="/files/rnNl8Xu2SUvTzeNCqRbo" alt=""><figcaption></figcaption></figure>

You can also sort data in the grid by clicking on the sort icon that appears when you hover the mouse over a title row.

<figure><img src="/files/nufhQj4wEaTeeLleBexD" alt=""><figcaption></figcaption></figure>

The column order can be changed using drag-and-drop.

<figure><img src="/files/NmtUC6clsVUMa1kmKZH3" alt=""><figcaption></figcaption></figure>

You can pin a column so it remains visible even when scrolling horizontally.

<figure><img src="/files/3PzxVYGGdStN0oTR7a63" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
To learn how to add or remove columns on the grid, please read the information available [here](/products/catalog/system-views/custom-views).
{% endhint %}

To edit a product, click on the ***edit (pen)*** icon on the right side of the grid in the product row. Once clicked, you will be taken to the product's [template tab](/products/catalog/template).

<figure><img src="/files/xpUT81qxoTqizhMvtSNf" alt=""><figcaption></figcaption></figure>

To delete a product click on the ***bin icon***.

<figure><img src="/files/bBl1QhItEZ22fte2VVDf" alt=""><figcaption></figcaption></figure>

There will be a confirmation pop-up.

<figure><img src="/files/usE5WwfFmis2OIIEy1gx" alt=""><figcaption></figcaption></figure>

There is an option to quickly select or deselect multiple items at once.

<figure><img src="/files/VlqKqhZDAW6irYhkNS43" alt=""><figcaption></figcaption></figure>


# Tile view (Gallery view)

The Image Grid view is designed to optimize navigation among products described by SKUs and images. To edit a product, click on the ***pen (edit)*** icon.&#x20;

<figure><img src="/files/NlOekEGTiMwzfO2Njtlt" alt=""><figcaption></figcaption></figure>

At the top of the view, there are two options [ACTIONS ](/products/catalog/batch-actions)and [FILTERS](/products/catalog/filters-advanced).

<figure><img src="/files/xIkLeyFq0IeO7G6f8Epj" alt=""><figcaption></figcaption></figure>

There is an option to select or deselect more items at once quickly.

<figure><img src="/files/Uoi9WES7Wet9ApajVrSG" alt=""><figcaption></figcaption></figure>


# Kanban view

The Kanban view is used with [workflow](/workflow/information). It uses workflow conditions (if any are set) to allow a product to be taken from one workflow state to another. To do so simply drag and drop a product from one row to another. When dragged all available options will turn green.

<figure><img src="/files/MV1aKu216UoysweIqKiv" alt=""><figcaption></figcaption></figure>

You can simply click on a product to open it in [edit mode](/products/catalog/template).

<figure><img src="/files/Ory46WZyF1zkuroT9r5a" alt=""><figcaption></figcaption></figure>

At the top of a view, there are two options Language change and [FILTERS](/products/catalog/filters-advanced).

<figure><img src="/files/2Are598lR63ekKhiPJNz" alt=""><figcaption></figcaption></figure>

Each language has its own workflow. The screen below shows that the same products are in different workflow states in German than they were in English. You can [assign ](/system/settings/languages)one workflow per language.

<figure><img src="/files/dEmvLotJq4VXIbPBdGgy" alt=""><figcaption></figcaption></figure>


# Custom views

{% embed url="<https://www.youtube.com/watch?v=few7PmIpFfg>" %}

{% hint style="info" %}
There is no limit to how many saved personal or shared custom views can be created.
{% endhint %}

The custom view can be **personal**, meaning that every logged-in user can have their own views and will not see those created by other users, or **shared** meaning that all users with access to custom views would be able to see them in the product catalog.

To create a custom view, drag and drop anything from the side panel to the grid.

<figure><img src="/files/YMt1BwMPcZJbvjmrYMVm" alt=""><figcaption></figcaption></figure>

A new row will be added to the grid.&#x20;

<figure><img src="/files/60YYN4QvbF4F0eBj8X5s" alt=""><figcaption></figcaption></figure>

To delete a row, grab it and drag it back.

<figure><img src="/files/HaJvmYoGjKEc3C4Bo3mR" alt=""><figcaption></figcaption></figure>

You can change the column order by dragging them. In the same way, you can remove a column from the grid by dragging it to the left side.

<figure><img src="/files/PbqrdWOnsVuVcj0KRAtJ" alt=""><figcaption></figcaption></figure>

When you create a layout (view) that you are happy with, you can save it for future use.

<figure><img src="/files/zhWuzJRMMT2QTkl1CmiW" alt=""><figcaption></figcaption></figure>

Type a name for the view and click on the green approve icon. If you want this view to be accessible to other users, toggle ***Save as shared view***.

<figure><img src="/files/z1EAHIV05cd9583UJAFz" alt=""><figcaption></figcaption></figure>

The new view will be displayed on the list. To select it, simply click on it and it will load.

{% hint style="info" %}
Saving view will also save any [advanced filters](/products/catalog/filters-advanced) you have, items displayed per page, and [settings](/products/catalog/system-views/display-settings).
{% endhint %}

<figure><img src="/files/fXJJOqZRCLj82kUT9nDu" alt=""><figcaption></figcaption></figure>


# Display settings

In the view setting you can change basic options for a view. The *Table grid* is the [Grid view](/products/catalog/system-views/table-view-grid-view), *Image grid* is the [Tile/Gallery view](/products/catalog/system-views/tile-view-gallery-view).

<figure><img src="/files/nAHNckWKHg2sB7NYfTdW" alt=""><figcaption></figcaption></figure>


# Batch actions

Batch action allows for modifying the data of multiple attributes in multiple products at once. To do so, first, tick the products you wish to edit with batch actions.&#x20;

{% hint style="info" %}
If you need to use batch actions on more products than those displayed on a single page, note that the selection is remembered. This means you can select the products you need on the first page, and then navigate to the second page to select additional products.&#x20;
{% endhint %}

<figure><img src="/files/loMUHixaOoxHtkF77Rdr" alt=""><figcaption><p>Product grid</p></figcaption></figure>

{% hint style="info" %}
You can perform a batch action for any number of products, selecting those you see displayed on the page (see image above ) or selecting all products visible at a given moment, depending on the filters used. (see image below)
{% endhint %}

<figure><img src="/files/7hoNGEOFrEoxSjype02H" alt=""><figcaption></figcaption></figure>

Then click on *ACTIONS* and choose what action you wish to perform. You may choose from [Edit attribute values](/products/catalog/batch-actions/edit-attribute-values), [Edit categories](/products/catalog/batch-actions/edit-categories), [Edit media names](/products/catalog/batch-actions/edit-media-names), [Edit template](/products/catalog/batch-actions/edit-template), [Edit status](/products/catalog/batch-actions/edit-status), [Export to file](/products/catalog/batch-actions/export-to-file), or [Delete a product](/products/catalog/batch-actions/delete-products).

<figure><img src="/files/ZbkApQkENWu99Kla0wSL" alt=""><figcaption><p>Batch actions menu</p></figcaption></figure>

## Canceling the batch action.

Any batch action can be canceled either from the progress window

<figure><img src="/files/mbHDQqkUi1oFeh5Y843w" alt=""><figcaption></figcaption></figure>

or from the [Action center](/dashboard/dashboard/user-menu-and-action-center/action-center).

<figure><img src="/files/fmWX0JDO7eLYUVal0QqB" alt=""><figcaption></figcaption></figure>


# Edit attribute values

{% hint style="info" %}
Batch actions work in the background, when they are fully executed you will see confirmation in the [Action center](/dashboard/dashboard/user-menu-and-action-center) and a new entry in [Activities](/system/activities/batch-actions).
{% endhint %}

You can use the following actions:&#x20;

<figure><img src="/files/GPF1LZJnyWp4KPHIuFzP" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
The user is able to perform actions on multiple attributes simultaneously. This functionality applies to the following operations:

\
• Changing values\
• Adding a prefix or suffix\
• Adding values\
• Removing values\
• Clearing values
{% endhint %}

<figure><img src="/files/77kmU50N4N1Fus5fbTzf" alt=""><figcaption></figcaption></figure>


# Generate product descriptions

{% hint style="info" %}
You can choose only one attribute and one language at a time.
{% endhint %}

{% hint style="info" %}
Read [this article](https://usermanual.ergonode.com/tutorials-and-video-clips/how-to-write-effective-prompts) to learn how to write effective prompts.
{% endhint %}

{% hint style="success" %}
You can use [variables ](/product-design/attributes/attribute-variables)in the prompt window. To do so, type #, and a list of available attributes will be displayed.
{% endhint %}

{% hint style="warning" %}
Keep in mind that AI-generated content may contain errors. Review all entries carefully before saving.
{% endhint %}

{% hint style="info" %}
Supercharge product descriptions and SEO using AI prompts - free guide available in [Polish](https://www.ergonode.com/pl/zasoby/e-booki/jak-pisac-prompty-pim) and [English](https://www.ergonode.com/resources/e-books/how-to-write-prompts-for-ai-pim).
{% endhint %}

First, specify the textarea attribute and the language in which the content will be generated. A list of applicable attributes to choose from is available in the **Attribute** dropdown. A list of applicable languages to choose from is available in the **Languages** dropdown.

Next, type your prompt to generate the descriptions. List the specific attributes you want to include in the description. Write a clear and concise prompt that includes the attributes and additional instructions.&#x20;

<figure><img src="/files/lIncGEBLIorLyurS4hrs" alt=""><figcaption></figcaption></figure>

Click the **Try out prompt** button to generate value for the first product only, to test the prompt, before applying it to all products.

{% hint style="warning" %}
Even test runs of the prompt will count toward the monthly AI usage limit for your instance.
{% endhint %}

<figure><img src="/files/Fi6EtelASf2GyXR5wxdh" alt=""><figcaption></figcaption></figure>

Click the **Generate content** button to generate value for all selected products at once. A confirmation window will show up.

<figure><img src="/files/OgRlIvVhpV2EwZ1KIvUe" alt=""><figcaption></figcaption></figure>

You can stop the action from the menu.

<figure><img src="/files/v2SjbLAqFb0kParWrKSc" alt=""><figcaption></figcaption></figure>

You can stop the action from the menu.

<figure><img src="/files/v2SjbLAqFb0kParWrKSc" alt=""><figcaption></figcaption></figure>

If an error occurs you can See details from the menu or the button.

<figure><img src="/files/fQDIcIWM36jmbVJvF6II" alt=""><figcaption></figcaption></figure>


# Generate product names

This batch action works the same way the **Generate product descriptions** do. The only difference is that here text type attribute is used instead of textarea.

Please refer to this [description](/products/catalog/batch-actions/edit-attribute-values/generate-product-descriptions).&#x20;

<figure><img src="/files/Mq76RhJMVZ4WjxqVujYd" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/pDpZYTHxq9nOuDHWH7sY" alt=""><figcaption></figcaption></figure>


# Translate content

#### **Attribute Access:**

* Only **TEXT\_AREA** and **TEXT** attributes with scope **LOCAL** are accessible for writing by the user.

**Language Access:**

* **From**: Only languages the user has access - **READ.**
* **To**: Only languages the user has access - **WRITE.**

{% hint style="info" %}
Read how to add more languages [here](/system/settings/languages).
{% endhint %}

Choose an attribute to translate content in, language from, and language to.

<figure><img src="/files/K8RIheLGU0eluGxbn40L" alt=""><figcaption></figcaption></figure>

Confirm the batch action or cancel it.

<figure><img src="/files/NRHgF7Ae16sMRvoo50Nd" alt=""><figcaption></figcaption></figure>

The progress window will show up. You can stop the action from here is needed.

<figure><img src="/files/XDKy0vs4uSow4b9gkO1d" alt=""><figcaption></figcaption></figure>

When the batch action is finished a success or error message will appear. Click on **See details** for more information.

<figure><img src="/files/o57gO83Di5mA3VOu4pt7" alt=""><figcaption></figcaption></figure>


# Change values

From the ***Product attributes*** column on the left side, select the language for which you wish to change values. It's possible to change values for the same attribute in multiple languages at once; all you need to do is drop them into the ***Change values*** column for every language you wish to edit.

{% hint style="info" %}
Please remember that only LOCAL type attributes can have different values per language.
{% endhint %}

<figure><img src="/files/nZE8PGYOeUimRaGdIFCh" alt=""><figcaption></figcaption></figure>

Drag and drop them from left to right. If you have many attributes on the list, you can use the search function (magnifying glass icon) to find the one you're interested in.

<figure><img src="/files/vt3EmuzbtTVH4u3A09lN" alt=""><figcaption></figcaption></figure>

If you made a mistake and do not want to edit the value of an attribute, remove it by clicking on the small round ***delete icon*** on the right side of the attribute.

{% hint style="warning" %}
If you leave the attribute in the Change value column without entering a value, the system will save an empty value in the attribute and delete the current one.
{% endhint %}

<figure><img src="/files/PG9e8AZVxO8BHwtxz9nQ" alt=""><figcaption></figcaption></figure>

Insert the desired value into the attribute field and click on ***SAVE CHANGES*** to save. You will see a final confirmation window. Click ***PROCESS*** to make the changes or ***CANCEL*** to abort.

<figure><img src="/files/KXwJy5uOCGkUIj1XziGt" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
It's also possible to use attribute variables here. Read more on how to use them [here](https://usermanual.ergonode.com/products/catalog#attribute-variables).&#x20;
{% endhint %}


# Add prefix or suffix

This action allows for adding extra text to the beginning or end of an attribute's value.&#x20;

{% hint style="info" %}
Don't forget to add a space or your text will be combined.
{% endhint %}

{% hint style="info" %}
This action can only be performed with text and textarea attributes.
{% endhint %}

<figure><img src="/files/Aj5XUZYn8CY2fSDJ1lJx" alt=""><figcaption></figcaption></figure>


# Add values

This action can be only performed on a file, gallery, multi-select, and product relation type attributes.&#x20;

This action adds value to existing ones without deleting them.

<figure><img src="/files/XuEbDgUS34990QdBzsVo" alt=""><figcaption></figcaption></figure>

Other than that, the behavior is the same as with [Change values ](https://usermanual.ergonode.com/products/catalog/batch-actions/edit-attribute-values#change-values)action.

{% hint style="info" %}
It's also possible to use attribute variables here. Read more on how to use them [here](https://usermanual.ergonode.com/products/catalog#attribute-variables).&#x20;
{% endhint %}


# Remove values

This action can be performed only with file, gallery, multi-select, and product relation type attributes. To use it, drag and drop the attribute from left to right and click on the attribute. In our example, it will be a gallery-type attribute.&#x20;

<figure><img src="/files/UcRgGzE8DaPlBgpQ1i7d" alt=""><figcaption></figcaption></figure>

You need to know which attribute value you wish to remove, as the system will not show you the current one. When you are done, click on ***SAVE CHANGES***.

<figure><img src="/files/4ZR5w2n775kS9Fp6B5hm" alt=""><figcaption></figcaption></figure>

Values will be added.

<figure><img src="/files/TfYWCipTsLqbLnrKU9sE" alt=""><figcaption></figcaption></figure>

Click on ***SAVE CHANGES*** to proceed. A final confirmation window will appear, allowing you to confirm or abort.

<figure><img src="/files/vCBJHCtotXOXxZ8PX355" alt=""><figcaption></figcaption></figure>


# Clear values

These actions completely clear the attribute values and leave them blank.

<figure><img src="/files/JCO0XGHMh7vNX2NZjcNJ" alt=""><figcaption></figcaption></figure>

Click on ***SAVE CHANGES*** to proceed. A final confirmation window will appear, allowing you to confirm or abort.&#x20;

<figure><img src="/files/D4c2WbKC0empoSuRLbsL" alt=""><figcaption></figcaption></figure>


# Edit categories

{% hint style="info" %}
Batch actions work in the background, when they are fully executed you will see confirmation in the [Action center](/dashboard/dashboard/user-menu-and-action-center) and a new entry in [Activities](/system/activities/batch-actions).
{% endhint %}

Here you may perform three actions:

<figure><img src="/files/ryET45tkZ8RCXzAVcdmh" alt=""><figcaption></figcaption></figure>

#### Add to categories

This action assigns products to selected categories and keeps the existing ones.

<figure><img src="/files/PKZayrgZgST6n9KGpZTT" alt=""><figcaption></figcaption></figure>

1. This is just an icon to visually indicate what type of action it would perform.
2. This will filter categories from the \[5] list to a specific category tree.
3. This will filter the \[5] list to display only those categories that are checked.
4. This will select all categories displayed in the \[5] list.
5. This is a list of categories.
6. This will expand the category \[5] list.&#x20;

Click on Add to categories to proceed or Cancel to abort. If you go with it, a final confirmation window will appear.

<figure><img src="/files/3t86m9l8zOJ6PB9Bkaqb" alt=""><figcaption></figcaption></figure>

#### Change categories

This will work exactly like a [#add-to-categories](#add-to-categories "mention") but will change product categories and remove existing ones.

#### Remove from categories

This will work exactly like a [#add-to-categories](#add-to-categories "mention") but will remove products from the selected categories


# Edit collections

Batch action to add products to a collection or remove them from it.

{% hint style="info" %}
Batch actions work in the background, when they are fully executed you will see confirmation in the [Action center](/dashboard/dashboard/user-menu-and-action-center) and a new entry in [Activities](/system/activities/batch-actions).
{% endhint %}

There are 2 actions you can take here:

## Add to collection

Products selected in the product catalog (grid) will be added to the collection.

<figure><img src="/files/vTYKHCLDtqETwINQYPJ5" alt=""><figcaption><p>Batch actions > Edit collections window</p></figcaption></figure>

The next step is to choose the collection from the drop-down list to which the products will be added.

<figure><img src="/files/jyBKXaPy3twOSJHdb3xZ" alt=""><figcaption><p>Batch actions > Edit collections  > Add to collection window</p></figcaption></figure>

## Remove from collection

Products selected in the product catalog (grid) will be removed from the collection.

<figure><img src="/files/PMCL2zDQwTDMWtu0uTqz" alt=""><figcaption><p>Batch actions > Edit collections window</p></figcaption></figure>

<figure><img src="/files/9IQq7UobcdD1kWqXdC8h" alt=""><figcaption><p>Batch actions > Edit collections  > Remove from collection window</p></figcaption></figure>

The next step is to choose the collection from the drop-down list from which the products will be removed.


# Edit media names

Batch action “Edit media name” allows to edit names of media, which are indicated in specific attributes of products. Media names can be generated dynamically based on variables (product attribute.

{% hint style="info" %}
Batch actions work in the background; when they are fully executed, you will see confirmation in the [Action center](/dashboard/dashboard/user-menu-and-action-center) and a new entry in [Activities](/system/activities/batch-actions).
{% endhint %}

{% hint style="info" %}
**Additional information:**

* Only global-type attributes are supported.
* Supported attribute types are the same as with variables in TEXT\_AREA type attributes, the list can be found here: [LINK](/product-design/attributes/attribute-variables)
* Medium has to be related only to one product.
* If a single medium is used in many attributes within the product, then the system will change its name only once, in the first attribute.
* If the variable has an empty value, then, in effect, it will be empty in the file name.
* The count suffix (…01, …02…) is always added in the product context.
* The limit on the file name length is 128 characters.
* The forward slash “/” is not allowed in the media name.&#x20;
  {% endhint %}

<figure><img src="/files/0xWaB0psD1co7VZ7mzuQ" alt=""><figcaption></figcaption></figure>

## Attributes containing media

Start by selecting the attributes you want to change the media names in.

{% hint style="info" %}
The name suffix (01, 02, 03, etc.) will be applied in the order of the selected attributes.
{% endhint %}

<figure><img src="/files/TIG8KuQSRmPEiyGyjFBP" alt=""><figcaption></figcaption></figure>

Choose the naming method for your media name format.

## Media name format - Naming method

### Based on attribute values

Using this method you can use a custom string and/or a variable.

<figure><img src="/files/7RJik8huMZsrr4SuPxXx" alt=""><figcaption></figcaption></figure>

The next step is to choose a language to pull variable values from. It's required to do so even if variables are not used to create a new media name.

<figure><img src="/files/jPb6UmvF2mbA9cqQ5PsH" alt=""><figcaption></figcaption></figure>

Click on *Edit media names* to start the renaming process.&#x20;

<figure><img src="/files/JW8pKAZvFvUWbVaOZ20n" alt=""><figcaption></figcaption></figure>

When it's done, the system will send a notification via the Action center.

**Example configuration:**

* Media name format `#name-#type-#color-`
* Language of variables `English (United Kingdom)`
* Attributes with media to be renamed `Main image, Gallery`

**Sample effect for a single product:**

* Assume that the product has the following values:\
  `#name: "Adidas Shoes"`\
  `#type: "Casual"`\
  `#color: "Black"`
* Value `image1.jpg` in attribute `Main image` change its name to `Adidas Shoes-Casual-Black-01.jpg`
* Value `gallery_image001.jpg` in attribute `Gallery` change its name to `Adidas Shoes-Casual-Black-02.jpg`
* Value `gallery_image002.jpg` in attribute `Gallery` change its name to `Adidas Shoes-Casual-Black-03.jpg`
* Value `gallery_image003.jpg` in attribute `Gallery` change its name to `Adidas Shoes-Casual-Black-04.jpg`

### Based on product SKU

This method does not need any additional configuration.

**Example configuration:**

* Assume that the product has the following values:

`#SKU: "001"`

`#total number of files in selected attributes: 4`

{% hint style="info" %}
The order in which attributes are selected defines the incrementation order. If "Main image" was selected first, the first file in that attribute will start the process, then the system will proceed with the rest of the files in that attribute and then will start changing the names of files in the "Gallery" attribute.
{% endhint %}

Attributes with media to be renamed `Main image, Gallery`

**Sample effect for a single product:**

* Value `image1.jpg` in attribute `Main image` change its name to `001-01.jpg`
* Value `gallery_image001.jpg` in attribute `Gallery` change its name to `001-02.jpg`
* Value `gallery_image002.jpg` in attribute `Gallery` change its name to `001-03.jpg`
* Value `gallery_image003.jpg` in attribute `Gallery` change its name to `001-04.jpg`


# Edit template

{% hint style="info" %}
Batch actions work in the background, when they are fully executed you will see confirmation in the [Action center](/dashboard/dashboard/user-menu-and-action-center) and a new entry in [Activities](/system/activities/batch-actions).
{% endhint %}

Choose a product template from the list and click *Change template.* To abort the operation click *Cancel*.

<figure><img src="/files/UC86rvWToarkaNhwf5Hm" alt=""><figcaption></figcaption></figure>

Click on *Process x product* to start batch action or *Cancel* to abort.

<figure><img src="/files/DOcrEKzRtLmjVMrr81Jr" alt=""><figcaption></figcaption></figure>


# Edit status

{% hint style="info" %}
Batch actions work in the background, when they are fully executed you will see confirmation in the [Action center](/dashboard/dashboard/user-menu-and-action-center) and a new entry in [Activities](/system/activities/batch-actions).
{% endhint %}

Choose a status and language to set for a previously selected products and click on the **Change status** button.&#x20;

<figure><img src="/files/InyitBxBnayBkE866I7Y" alt=""><figcaption></figcaption></figure>

Confirm your decision or cancel it.

<figure><img src="/files/cps3SVWCSmpLwYqA8hgP" alt=""><figcaption></figcaption></figure>

After confirmation, a notification will show up.

<figure><img src="/files/uaNnDXwRlbixSpSFrVIH" alt=""><figcaption></figcaption></figure>

When the change is done it will be shown in [Notification center](/dashboard/dashboard/user-menu-and-action-center).

<figure><img src="/files/wC4RT4BNyGF6BJYa7Htk" alt=""><figcaption></figcaption></figure>

To see details of that action highlight the notification entry and click on the three dots menu, then choose **See details**.

<figure><img src="/files/LjFgZF6eAHZYVZxJXlb4" alt=""><figcaption></figcaption></figure>

Now you will be presented with action details.

<figure><img src="/files/pQqtYWqwlRWZZVgHslPT" alt=""><figcaption></figcaption></figure>


# Export to file

Use this function to export product information straight from the grid.

Start by [filtering](/products/catalog/filters-advanced) out all the products you wish to export to an Excel file. All the columns you are currently seeing at the grid will be exported to a file, so if you do not need information from all the columns set up a [view](/products/catalog/system-views/custom-views) first.&#x20;

{% hint style="info" %}
There is a maximum limit of 100 columns and 1 500 000 cells.
{% endhint %}

{% hint style="info" %}
Custom views can be saved and shared.
{% endhint %}

{% hint style="info" %}
The generated file will be in .xlsx format.
{% endhint %}

Then go to Actions and click on "*Export to file*".

<figure><img src="/files/BjjsvbOxRPxHHR1WTRYn" alt=""><figcaption></figcaption></figure>

If action is succeded you will see a confirmation.

<figure><img src="/files/r8iipb2VUnBGSWmPgIlF" alt=""><figcaption></figcaption></figure>

Depending on the information volume, this may take some time to be exported. When finished you will see a notification in [Action Center](/dashboard/dashboard/user-menu-and-action-center). This is also the place where you can download the file from. To do so click on the "*Download file*" button.

<figure><img src="/files/EYpMHS1BiB5buxGhavKC" alt=""><figcaption></figcaption></figure>

To get to the details (or/and check for errors) click on the "*Three dots"* menu, and choose "*See details"* option.

<figure><img src="/files/xMiOShAKbsm5q3BiIOUW" alt=""><figcaption></figcaption></figure>

Check the Action details to make sure that all the products are exported properly.

<figure><img src="/files/8nGax2WTjSkYFEuQqY6N" alt=""><figcaption></figcaption></figure>


# Delete products

{% hint style="info" %}
Batch actions work in the background, when they are fully executed you will see confirmation in the [Action center](/dashboard/dashboard/user-menu-and-action-center) and a new entry in [Activities](/system/activities/batch-actions).
{% endhint %}

{% hint style="warning" %}
To delete a product, first, you need to remove all its relation to other products. Read more about how to do it [HERE](/products/catalog/batch-actions/delete-products/identification-of-related-products).
{% endhint %}

This will delete checked products completely.&#x20;

<figure><img src="/files/uFeGT3IhKktcbp183qCh" alt=""><figcaption></figcaption></figure>

Once clicked you will see the final confirmation window, where you can either go with it or cancel.

<figure><img src="/files/dCBL4JghnnKz26m6xser" alt=""><figcaption></figcaption></figure>


# Identification of related products

Guide on how to identify product that are related to other products.

Relations are everything that connect one product to another. They may be a product relation attribute, or they may be used as children in grouping products, or they may be variants of other main products.

## Product relation attribute

First, determine if there are any product relation attributes in the system.

Go to **Product Design > Attributes** and double-click on the cell just under the **Type** field. This will open a list of all available attribute types.

<figure><img src="/files/2vElzsmKeFnsdXy3nG4m" alt=""><figcaption><p>Product Design > Attributes > Filtering</p></figcaption></figure>

Find the **Product Relation** attribute and select it. Then press **OK**.

<figure><img src="/files/ulJ7Qlczp8eBHftyqnKJ" alt=""><figcaption><p>Product Design > Attributes > Filtering by type</p></figcaption></figure>

This action will filter out all Product Relation type attributes that are created in the system.&#x20;

Then, look for these attributes in the product (Product > Catalog) of the product you want to delete. Clear their values and save the changes.&#x20;

You may also add those attributes to the product catalog grid as described [HERE](/products/catalog/system-views/custom-views) and work from there.

{% hint style="info" %}
Keep in mind that a different product may have a relation (value in the attribute) that relates to the product you wish to delete.&#x20;
{% endhint %}

To check for this, drag the product relation attribute to the product catalog grid and search for the SKU of the product you want to delete. The filter will return only those products that have relations to the one you’re interested in.

<figure><img src="/files/a9MM65nJ2Y2EEXQ2Fcis" alt=""><figcaption><p>Product > Catalog > Filtering</p></figcaption></figure>

## Grouping product&#x20;

The relation can be built by connecting products as **children** of a main **grouping product**.

To easily find out if a product you wish to delete is connected this way, follow the same method as described earlier. Add the system attribute **Product Children** to the product catalog grid, and look for the SKU of the item you want to delete.

<figure><img src="/files/gziU3ExgIWot2O74U0N9" alt=""><figcaption><p>Product > Catalog > Filtering</p></figcaption></figure>

## Variable products

The same approach applies to variable products. Add the system attribute **Product Variants** and search for relevant connections.

<figure><img src="/files/fCYtzZTjqxjMOAA6VGFe" alt=""><figcaption><p>Product > Catalog > Filtering</p></figcaption></figure>


# Filters (Advanced)

The main difference between simple filters and advanced filters is that advanced filters stay on till you disable or change them.

{% hint style="success" %}
Filtering by SKU is limited to 1000 SKUs.
{% endhint %}

To start using them click on the *FILTERS* button.

<figure><img src="/files/O74xFchJ7pA2NYdYvdES" alt=""><figcaption></figcaption></figure>

This will open a space where you can drag one or more attributes to. You can use both Product and System attributes.

<figure><img src="/files/xdAvYQs2IQH9NNuo8usS" alt=""><figcaption></figcaption></figure>

If you are using attributes that are not simple text there may be additional options on the drop-down list for you to choose from.&#x20;

<figure><img src="/files/gMHFTVxUXUsvMlNqusuh" alt=""><figcaption></figcaption></figure>

It's possible to add categories to the filter as well but here instead of using drag\&drop, you need to check the category or categories you wish to add to the filter.

<figure><img src="/files/vSa3I8r9SNJT3MMVk80Z" alt=""><figcaption></figcaption></figure>

To clear the values of filters but leave them as set up use the ***Clear*** button.

<figure><img src="/files/yD0Num8NpYo3vx2yUJdy" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/hycDcYjzCbQKYwwyu7zo" alt=""><figcaption></figcaption></figure>

As advanced filters stay till changed or disabled you need to remove them manually, to do so click on *Remove filters*.

<figure><img src="/files/oaq8EuVMIBS1N6hY6vXi" alt=""><figcaption></figcaption></figure>


# Segments

Segments are a feature of the system that allows you to easily create a list of products that meet specific conditions. Some examples:

* Attribute has value,
* Product completeness,
* The product belongs to a category,
* Product has status,
* Product type.

Segments are also used to make a set of products that can be assigned to a specific [API key](/system/settings/api-keys).

{% hint style="info" %}
Segments are dynamic, which means that any changes in the product will be taken into consideration while evaluating segment conditions. That means that if you change anything in the product, segments will be recalculated and the number of products included in them may change automatically. This is done automatically and in the background, so having a lot of segments and lots of products may decrease performance, and you will need to wait a while till segments are recalculated.
{% endhint %}

A list created this way can also be used, for example, to send only some products via API, or be used with a module to [export a file in the .csv format](/system/ergonode-transfer/exports/creating-a-new-export).


# Create a new segment

To create a new segment click on *+ NEW SEGMENT* in the upper right corner.

<figure><img src="/files/SZ7IUjgFoogHxBvFq5oj" alt=""><figcaption></figcaption></figure>

Now type a code for this segment. Choose a name that will allow you to identify its content.

{% hint style="info" %}
Once saved, the segment code cannot be changed, so if you are in need of change, delete it and create a new one.
{% endhint %}

<figure><img src="/files/jyXQKbnu65W3zx6PEBQp" alt=""><figcaption></figcaption></figure>

Click on *CREATE* to save a segment or *CREATE & EDIT* to open it in edit mode. In edit mode, you will have access to three tabs: [General](/products/segments/general), [Translations](/products/segments/translations), and [Conditions](/products/segments/conditions).


# General

Here you can only check the segment code.

<figure><img src="/files/jdWt7N5FQxGk8ou14UoG" alt=""><figcaption></figcaption></figure>


# Translations

Here you may set or change an attribute displayed name, it can be different per every language. By default, only the main language is displayed but you may change it from the drop-down Translations menu.&#x20;

<figure><img src="/files/KkQJpky5qz8mSuDwzYWs" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Keep in mind, that for a language to be available in this drop-down, it must first be activated from [settings](/system/settings/languages).
{% endhint %}


# Conditions

This is probably the most important tab in Segments, as here you are able to set up different conditions for a product to meet, so they will be added to a segment by the system.&#x20;

<figure><img src="/files/pxq8Ei41Ro9JqgBz2MYB" alt=""><figcaption></figcaption></figure>

Available conditions are displayed on the left panel, to add them you simply drag and drop them.

In conditions where the user has a multi-select type to choose from, it's possible to select more than one.

<figure><img src="/files/9i0AM0wekpv2GZE6D4qy" alt=""><figcaption></figcaption></figure>

Please be aware that configuration means: "if the product belongs to Monitors or Phillips category". If you wish for a condition to say: "if the product belongs to more than one (specific) category" the proper configuration is to use the same condition twice.

<figure><img src="/files/h6tRQ3QS3bUlIYeC3Ypv" alt=""><figcaption></figcaption></figure>

You can add one or more conditions but remember that both of them will need to be met for a product to appear in that segment (**AND** operator)

Depending on the condition there may be extra options to choose from.

<figure><img src="/files/REZ6dYeqvMPMtdY8mYal" alt=""><figcaption></figcaption></figure>

When you are done, click on *SAVE CHANGES*.


# Collections

<figure><img src="/files/f1WbH43G3qlwhe7Gchnl" alt=""><figcaption></figcaption></figure>

Collections works more like virtual categories. It doesn’t just have to be for obvious things like “Winter Collection” but can be used for things like “Sale” or “Promotion”. In general, collections are worth having for grouping products connected in some way beyond simple categories.

Collections are also used with the [**Product privileges**](/system/users/product-privileges) function.

{% hint style="info" %}
Collections are static, which means after you create them, they will not change unless you change them by yourself.
{% endhint %}

When you create your collection they will appear on the grid.

{% hint style="info" %}
Information on how to work with the grid can be found [here](/products/catalog/system-views/table-view-grid-view)
{% endhint %}

To edit a collection click on the *edit (pen) icon*. It will take you to a page with three tabs: [General](/products/collections/general),  [Translations](/products/collections/translations), and [Products](/products/collections/products). To delete a collection click on the *bin icon*.


# Create a new collection

To create a new collection click on *+ NEW COLLECTION* from the upper right corner.

{% hint style="info" %}
Collections are static, which means after you create them, they will not change unless you will change them by yourself.&#x20;
{% endhint %}

<figure><img src="/files/pCFxQzbu0cyUi0BxjtZP" alt=""><figcaption><p>Product > Collection > New Collection</p></figcaption></figure>

A new window will show up. Name your collection.&#x20;

{% hint style="info" %}
Collection code can have only letters, digits, or underscores.
{% endhint %}

<figure><img src="/files/i4ZM0kgD4Q2U8577u6xH" alt=""><figcaption></figcaption></figure>

Click *CREATE* to save or *CREATE & EDIT* to save and open in edit mode. In that mode, three tabs are available: [General](/products/collections/general), [Translations](/products/collections/translations), and [Products](/products/collections/products).


# General

Here you can check the collection code.

<figure><img src="/files/pmbaV13ysVVQIXssQmfH" alt=""><figcaption><p>Collection edit screen / General tab</p></figcaption></figure>


# Translations

Here you may set or change the collection displayed name, it can be different per every language. By default, only the main language is displayed but you may change it from the *drop-down Translations menu*.

{% hint style="info" %}
Keep in mind, that for a language to be available in this drop-down, it must first be activated from [settings](/system/settings/languages).&#x20;
{% endhint %}

<figure><img src="/files/IWAIhGCfJW0FgoNY7yFv" alt=""><figcaption><p>Collection edit screen / translations</p></figcaption></figure>


# Products

Here you can add or remove products from a collection.

{% hint style="info" %}
You may also add products to the collection from a Product catalog using [batcg action](/products/catalog/batch-actions/edit-collections).
{% endhint %}

The advanced grid functions just like the one in the [Product catalog](/products/catalog), allowing you to apply filters in the same manner. You can also access, create, and save [custom grid views](/products/catalog/system-views/custom-views).

<figure><img src="/files/rr63NxhekCpuzZqhZs1N" alt=""><figcaption><p>Product > Collection > Edit > Products</p></figcaption></figure>

To add a product to the collection click on ***+ Add products.*** Search for a product or products you wish to add to the collection, then tick the checkbox next to the one you want to add and click the ***Add products button***.

<figure><img src="/files/vpEaYp5A2USfkBC5FPrv" alt=""><figcaption><p>Add products to the collection window</p></figcaption></figure>

Confirm or cancel your choice.

<figure><img src="/files/Fv1Oc5jqqUClPopkA7Lv" alt=""><figcaption><p>Add product to the colection confirmation window</p></figcaption></figure>

When confirmed, products are added in the background. You will be presented with a message informing you about this fact.

<figure><img src="/files/FDI9RTF07gWq9qHOYgBq" alt=""><figcaption><p>Starting of the edit collection batch action confirmation message</p></figcaption></figure>

When the action finish, you will get a notification in the [Action center](/dashboard/dashboard/user-menu-and-action-center).&#x20;

<figure><img src="/files/zzazxdlEr9UeFAFsy03D" alt=""><figcaption><p>Action center edit collection notification</p></figcaption></figure>

{% hint style="info" %}
You need to refresh the page for the product to appear after being added via batch action.
{% endhint %}

<figure><img src="/files/jDSzMDBCBRpD8SPqekSA" alt=""><figcaption><p>Products > Collection > Edit with added products</p></figcaption></figure>

To remove product(s) from a collection click on the ***remove icon***&#x20;

<figure><img src="/files/NSi4WF6ZBIC5Cfzl0gAY" alt=""><figcaption><p>Products > Collection > Edit > Remove a single product</p></figcaption></figure>

or tick the checkboxes next to the product you wish to delete and use the ***Action menu*** to delete those products in the background.&#x20;

<figure><img src="/files/6hxnmlAAf08qCyBdCIJy" alt=""><figcaption><p>Products > Collection > Edit > remove multiple products in the background</p></figcaption></figure>


# Attributes

{% hint style="info" %}
A single Gallery, File, and Multiselect type attribute is limited to a maximum of 100 elements (options) attached to it
{% endhint %}

The idea of attribute management is at the core of efficient product catalog enrichment and distribution. On the following pages, we will show you our thinking behind the role of attributes in our Ergonode PIM system.

## What is an attribute?

Photos, videos, technical data, file numbers, price and shipping information, or product descriptions in the right context become key tools to help customers make purchasing decisions on the Internet. They allow for describing and mapping product data in the digital world.

This set of tools is called product information, it is a comprehensive collection of all information describing the product.&#x20;

The illustration below shows some specific attributes designed for an assortment of lightbulbs:

* image (to upload photos e.g. JPG, PNG)
* unit (to describe height, diameter, and luminosity)
* select (for selecting color variants of a lightbulb)

<figure><img src="/files/j1Cq2i1uQZZzD5tuNvMw" alt=""><figcaption></figcaption></figure>

## Different types of attributes in Ergonode

There are 12 attribute types in Ergonode.

| Attribute         | Description                                                                                                                                                                                                                                                                                                                                                                                                                                             |
| ----------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Text              | This attribute is a field with a single line of text.                                                                                                                                                                                                                                                                                                                                                                                                   |
| Text area         | This is a multi-line text field attribute with the possibility of enabling rich-text functionality, with a build-in JS Editor, allowing for block-styled editable modules of content, including paragraphs, headings, images, lists, and more.                                                                                                                                                                                                          |
| Unit              | Used to present units according to the SI system (i.e., 200hz or 3m) and fully customized units (for example special custom packaging units). When used a unit selector appears underneath. This unit will appear with the entered attribute value.                                                                                                                                                                                                     |
| Image             | Used to present photos in the most popular formats, such as main product image or context use product image.                                                                                                                                                                                                                                                                                                                                            |
| Gallery           | An attribute used to present multiple images in the most popular formats. Users can view images in “slider mode”. The Gallery attribute is linked directly with assets and any image uploaded to the media directory can be attached to it.                                                                                                                                                                                                             |
| File              | With this attribute, you can link any file uploaded to the asset directory (for example doc/sheets/presentations/images/zip files).                                                                                                                                                                                                                                                                                                                     |
| Numeric           | Used to present numbers only, for instance, the number of products in stock. The number cannot starts with 0 (zero) Ex: 01 will be trimmed to 1. To store a number that starts with 0 please use text type attribute.                                                                                                                                                                                                                                   |
| Select            | Used when out of multiple options only one can be chosen i.e., country of origin. After choosing this attribute, a second-level choice appears allowing an option code to be provided. To add an option code simply press the “+Add Option”, this can also be done directly from the product card (see screenshot below). To remove an option click the bin icon. Options can also be arranged in a desired order by dragging and dropping them.        |
| Multi select      | Used to present multiple options where one or more can be chosen, for instance, colors on a bicycle or constituent materials of the fabric used in the manufacture of an article of clothing. To add an option code simply press the “+Add Option”, this can also be done directly from the product card (see screenshot below). To remove an option click the bin icon. Options can also be arranged in a desired order by dragging and dropping them. |
| Date              | Used to specify a date in a selected format, for example, to denote a product’s expiry date.                                                                                                                                                                                                                                                                                                                                                            |
| Price             | Used to denote prices in selected currencies. While creating this attribute, a currency selector will appear.                                                                                                                                                                                                                                                                                                                                           |
| Product relations | Used to denote relationships between two different products for the purposes of cross-selling or upselling. Two-way relations can be created by editing the product relation attribute on the [product template tab](/products/catalog/template).                                                                                                                                                                                                       |

{% hint style="info" %}
The limit on the number of products linked to a single product via the product relations attribute is 100
{% endhint %}

{% hint style="success" %}
Information on how to work with the grid can be found [here](/products/catalog/system-views/table-view-grid-view)
{% endhint %}

To edit an attribute click on the *edit - pen icon*. There are three tabs in edit mode [General](/product-design/attributes/general),  [Translations](/product-design/attributes/translations), and [Metadata](https://app.gitbook.com/o/-MYEHeJzjM7kDdfKkmLk/s/M9BbYBbDPiJapb75xJ2k/~/changes/130/product-design/attributes/metadata).

{% hint style="info" %}
There may be a 4th and 5th tab called [Options ](/product-design/attributes/options)and [Custom fields](/product-design/attributes/custom-fields) if you are editing attributes with options ex: select or multi select.
{% endhint %}

<figure><img src="/files/Kc6vzhuNoQM322dMqook" alt=""><figcaption></figcaption></figure>

To delete an attribute click on the *bin icon*.&#x20;

{% hint style="info" %}
Attributes cannot have any relations in order for them to be deleted.
{% endhint %}

<figure><img src="/files/9TdQHQiCF34snMtM1SF6" alt=""><figcaption></figcaption></figure>


# Create a new attribute

{% hint style="info" %}
Attributes can be created manually, by [import](/system/ergonode-transfer), or via [API](https://docs.ergonode.com/v/graphql-api/).
{% endhint %}

To manually create an attribute click on *+ NEW ATTRIBUTE*.&#x20;

<figure><img src="/files/IO5XS3Huqua1LTh9A3mJ" alt=""><figcaption></figcaption></figure>

The first thing you need to do is to decide on the type of attribute you want to create.

{% hint style="info" %}
More information on attribute types can be found [here](/product-design/attributes).
{% endhint %}

{% hint style="info" %}
Once an attribute is created its type (or uniqueness if available) cannot be changed.
{% endhint %}

<figure><img src="/files/aAqRfMI1xIB5JOB88FGj" alt=""><figcaption></figcaption></figure>

When the type is chosen, you will see other configuration options, most options are the same across all types but some have extra ones.&#x20;

#### Options that are shared among all attribute types

| Option               | Description                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                           |
| -------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Attribute code       | Managing a large amount of data requires precision, therefore each attribute has its unique system code. This is the system name and thanks to its unique value, Ergonode recognizes the attribute and performs actions restricted to it. You can create a more intuitive name for an attribute in the [Translations ](/product-design/attributes/translations)tab, this cannot be changed after the attribute is created                                                                                                                                                                                                             |
| Scope                | Here are two options available. Global means that an attribute’s value will be the same for all languages. Local means that attribute value can be different for different languages. Remamber that this parameter cannot be changed after the attribute is created.                                                                                                                                                                                                                                                                                                                                                                  |
| Groups               | To effectively manage attributes used in similar contexts or by users with similar requirements, attributes can be grouped. For example, a user working exclusively with car audio products would only require attributes describing technical specifications only. It would therefore be helpful for them to create a group of technical attributes, such as power output, display type, aux-in, or dimensions. Groups can also be use to set [**Attribute privileges**](/system/user-roles/attribute-privileges)**,** which means you can set edit, read, or read-only privileges for users (available in higher license packages). |
| Create button        | When this button is clicked, the attribute will be created, but the user will not be moved to its edition page                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        |
| Create & Edit button | When clicked, this will create the attribute and move the user to the edition page for the new attribute                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              |

#### Attribute type-specific options

| Type         | Option                                                                        | Description                                                                                                                                                                  |
| ------------ | ----------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Date         | Format                                                                        | This option let you choose a date format. Available options are: YYY-MM-DD, YY-MM-DD, DD.MM.YYYY, DD.MM.YY, DD/MM/YY, DD/MM/YYYY, Month DD, YYYY, DD Month YYYY, DD Mon YYYY |
| Numeric      | Require unique attribute value                                                | Available for **global** scope only. Allows for the uniqueness of attribute value system-wide. Configuration cannot be changed once the attribute has been created.          |
| Multi select | *Detials can be found in Options tab available after attribute being created* | *Detials can be found in Options tab available after attribute being created*                                                                                                |
| Price        | Currency                                                                      | This allows for choosing a currency. New currencies cannot be created, you may only choose from those that are available.                                                    |
| Select       | *Detials can be found in Options tab available after attribute being created* | <p><em>Detials can be found in Options tab available after attribute being created</em><br></p>                                                                              |
| Text         | Require unique attribute value                                                | Available for **global** scope only. Allows for the uniqueness of attribute value system-wide. Configuration cannot be changed once the attribute has been created.          |
| Text         | Max length                                                                    | 255 characters                                                                                                                                                               |
| Textarea     | Rich text content enabled                                                     | This will enable RTE editor, so you can use some HTML tags                                                                                                                   |
| Unit         | Unit                                                                          | This allows for choosing a unit. New unit can be created from [Settings](/system/settings/units)                                                                             |

{% hint style="info" %}
RTE Editor does not support all formatting options, ex; bold from web fonts with a font-weight parameter (Google Docs).
{% endhint %}

{% hint style="success" %}
TIP: The order in which values of the multi select attributes are selected/ticked on the product template defines the order of those attribute values in API.
{% endhint %}

<figure><img src="/files/jW5gGXwtMFiHCIo6YAkX" alt=""><figcaption></figcaption></figure>


# General

Depending on the type of attribute you're editing, you'll see slightly different options. \
The configuration that can't be modified is the type, attribute code, scope, and unique value for text and numeric attributes type.

<figure><img src="/files/ywGxbzGlG95qC5zPttBh" alt=""><figcaption></figcaption></figure>


# Translations

Here you may set or change an attribute displayed name, it can be different per every language. By default, only the main language is displayed but you may change it from the drop-down Translations menu. If you edit an attribute with options, they can be translated here as well.&#x20;

{% hint style="info" %}
Information on how to activate a new language to the list can be found [here](/system/settings/languages).
{% endhint %}

<figure><img src="/files/3DRgiSSdqZZ3ooMNiEMw" alt=""><figcaption></figcaption></figure>

**Tooltip for writers** – this field can be used to provide short guidelines for users whose role will be to enter attribute values.

For example: for a attribute: shoe sole material, a tooltip for writers can include: “Check sole material type on the batch label. RB – rubber. LE - leather”.

If you are creating an attribute that is one with options (select, multiselect) there will be an additional Option tab displayed, where you can add / set / translate those options.


# Validation

{% hint style="warning" %}
You can set a validator to already existing attributes but to save it, a value of this attribute in all products MUST match the validation parameters. If they don't, an error message will be displayed.&#x20;
{% endhint %}

## Introduction

Validators help protect data integrity by ensuring that only data meeting specific conditions is accepted into the system. For example, when dealing with text type attributes, you can use regular expressions (regex). Imagine regex as a pattern that checks whether the attribute value is correct; for example, it checks if an email address contains an "@" symbol. This helps maintain accuracy and prevents errors.

Different attribute types require different validation rules. A number might need to be within a certain range, whereas an image might need to fall within specific boundaries. Validators thus help maintain consistency across your data fields.

**In Ergonode you can set validation to the following attribute types:**

| Attribute type | Available validators                                                                                                             |
| -------------- | -------------------------------------------------------------------------------------------------------------------------------- |
| File           | <ul><li>Minimum number of files</li><li>Maximum number of files</li><li>Maximum file size</li><li>Allowed extensions</li></ul>   |
| Gallery        | <ul><li>Minimum number of images</li><li>Maximum number of images</li><li>Maximum file size</li><li>Allowed extensions</li></ul> |
| Image          | <ul><li>Maximum file size</li><li>Allowed extensions</li></ul>                                                                   |
| Numeric        | <ul><li>Minimum value</li><li>Maximum value</li></ul>                                                                            |
| Price          | <ul><li>Minimum value</li><li>Maximum value</li></ul>                                                                            |
| Text           | <ul><li>Regular expression (regex) with examples</li></ul>                                                                       |
| Textarea       | <ul><li>List of banned words (1000 characters limit)</li></ul>                                                                   |
| Unit           | <ul><li>Minimum value</li><li>Maximum value</li></ul>                                                                            |

## About regex (available in text attribute only)

{% hint style="info" %}
In the system, you can use some predefined regex patterns, but it's possible to use your own. To use predefined ones click on the "Copy from regex templates".
{% endhint %}

Regular expressions, or regex, are like super-powered validation tools for text. They use a specific sequence of characters to form a specific pattern. You can think of it as a sophisticated “find,” but with more precision and flexibility. Here's how to use regex for validating:

1. **Basic Validation**:
   * Suppose you want to validate any three-letter words. You'd use the pattern `\b\w{3}\b`. In this pattern, `\b` indicates word boundaries, and `\w{3}` specifies exactly three word characters.
2. **Digits Validation**:
   * To validate any sequence of digits in text, use the pattern `\d`. Here, `\d` stands for any digit, so this will match any sequence of strings with a single digit in it. like 123, 4aa, or 678aaa9. If you wish to validate a string that ends with a digit use`\d$`, ex: something1.
3. **Email Addresses Validation**:
   * If you're validated for email addresses, you might use something like `\b[A-Za-z0-9._%+-]+@[A-Za-z0-9.-]+\.[A-Z|a-z]{2,}\b`. This looks for common email structures, checking for alphanumeric characters before and after the "@" symbol.
4. **Dates validation**:
   * To validate the dates in the format DD/MM/YYYY, you could use `\b\d{2}\/\d{2}\/\d{4}\b`. Here, `\d{2}` finds exactly two digits, `/` is a literal slash, and `\d{4}` looks for four digits.
5. **Flexible Validation**:
   * Sometimes, you might want to validate words that start with a certain letter. For example, to find words starting with “a” use `\ba\w*\b`. This looks for word boundaries (`\b`), the letter "a," and any number of word characters (`\w*`).

Regex provides a way to quickly find patterns and extract relevant information from text without manual searching. They might seem complex at first, but with practice, they become incredibly useful for tasks like data validation and text processing. Dive in and explore the endless possibilities they offer!

## Available regex templates

In Ergonode you will find some common regex patterns already included for your convenience.

**Here is the list:**

* EAN-13
* EAN-8
* URL address
* File Path
* Alphanumeric (without space)
* Alphanumeric (with space)
* Numeric (whole numbers)
* Numeric (dot separated)
* Numeric (comma separated)

To use them click on ***Copy from regex templates*** and select one from the list.

<figure><img src="/files/jz3ySfAZYoMV8KReAh37" alt=""><figcaption></figcaption></figure>

## Custom regex validation error message

You can set a custom validation error message for your user.

<figure><img src="/files/ruwbnqNnM5iSx9fVqLA3" alt=""><figcaption><p>Text attrobute validation tab</p></figcaption></figure>

The message will be displayed on the validation box

<figure><img src="/files/vWIi1t9H3sdz8hiS3NkA" alt=""><figcaption><p>Text attribute validation tab - cutom validation error messag</p></figcaption></figure>

in the tooltip on the [Product catalog (Product grid)](/products/catalog)

<figure><img src="/files/UvJS3QBgffatORC9Qy3V" alt=""><figcaption><p>Product catalog - cutom validation error message</p></figcaption></figure>

in the [Category attribute](/product-design/category-attributes) (if the attribute is set to be one)

<figure><img src="/files/ViqnXVZuNCKMwWdrmsXp" alt=""><figcaption></figcaption></figure>

in the [Batch action](/products/catalog/batch-actions)

<figure><img src="/files/mnkokB7YtGq6ELwdkYt0" alt=""><figcaption></figcaption></figure>

and on the product card.

<figure><img src="/files/cO6C58vgLKRe6tWkkDGY" alt=""><figcaption></figcaption></figure>


# Options

### Description

{% hint style="info" %}
Visible only if you're editing an attribute type that has options (SELECT, MULTI SELECT)
{% endhint %}

Here you can add and translate options for an attribute. To change what languages are displayed on the grid go to the Languages list in the left top corner of the screen and select desired ones.

{% hint style="info" %}
Information on how to add a new language to the list can be found [here](/system/settings/languages).
{% endhint %}

<figure><img src="/files/88EFj8UTGHn6GUW2ZsjW" alt=""><figcaption></figcaption></figure>

To add a new option type its name and click on *+ Add* or simply press ENTER on your keyboard.

<figure><img src="/files/5jsNh3bEt247EORdNp2o" alt=""><figcaption></figcaption></figure>

When options are added, they can be translated. Here you may use the TAB button on your keyboard to jump to the next field.

<figure><img src="/files/CkyK3r6PMZ8RNi5z1Igh" alt=""><figcaption></figcaption></figure>

As you probably noticed, edited fields are green now, this means that they were successfully edited, but remember to click the *SAVE CHANGES* button to save them when you are done.

To change the option position double click on the number in the Position column and type a new one.&#x20;

<figure><img src="/files/uFPeFCU2Oy23kGGfZUdY" alt=""><figcaption></figcaption></figure>

Press on the green icon on hit ENTER on your keyboard to confirm the change.

<figure><img src="/files/cFNNOKVP2n9EQANL7Yrn" alt=""><figcaption></figcaption></figure>

To delete an option click on the bin icon.

<figure><img src="/files/nB4iaUJAA0ynmpq4NuZy" alt=""><figcaption></figcaption></figure>

If you wish to change the size of the grid, press the cog icon ![](/files/6e4HnZW4GHMXFkSV6WGO) on the right side of the screen.

<figure><img src="/files/RUwBjF1XED7KlYhrL262" alt=""><figcaption></figcaption></figure>

It's possible to change sorting on the grid, to do so click on the sorting icon on the column you wish to use.

{% hint style="info" %}
This will change only the position on the grid. Not the display position.&#x20;
{% endhint %}

<figure><img src="/files/elReIbo65wdS8Cqo6zpc" alt=""><figcaption></figcaption></figure>

If you have a lot of options you may be in need of a search, to do so double click on the first row of the grid in the column you wish to use, type what you are looking for and press ENTER on your keyboard.

<figure><img src="/files/xBW2KxvlKnEjermZpYsb" alt=""><figcaption></figcaption></figure>

### Copy options

{% hint style="info" %}
You can cancel this action. read how to do it [here](https://usermanual.ergonode.com/products/catalog/batch-actions#canceling-the-batch-action).
{% endhint %}

You can easily copy attribute options between languages. To do so, select the options you wish to copy.

<figure><img src="/files/2ri3ijCpGSiP9VMI8hV7" alt=""><figcaption></figcaption></figure>

Next, select **Copy options** from the **Actions** menu.

<figure><img src="/files/df8ZcyEYnnoGpKnDcyrO" alt=""><figcaption></figcaption></figure>

Now decide what you wish to copy and where.

<figure><img src="/files/tBcXcTlyC6nYi1uDZOxt" alt=""><figcaption></figcaption></figure>

Confirm your choices.

<figure><img src="/files/ItRbSAPXBrtS2DRzJzMS" alt=""><figcaption></figcaption></figure>

### Translate the option via AI

{% hint style="info" %}
You can cancel this action. read how to do it [here](https://usermanual.ergonode.com/products/catalog/batch-actions#canceling-the-batch-action).
{% endhint %}

Select options you wish to translate with AI.

<figure><img src="/files/Hk5eAKODgrFZWp14flJk" alt=""><figcaption></figcaption></figure>

Choose **Translate option names.**

<figure><img src="/files/co1BwNOMURCki1JgR16r" alt=""><figcaption></figcaption></figure>

Select a language from and to, and click on the **Translate options names** button.

<figure><img src="/files/JJpPWH0rDqh6SUOHH53U" alt=""><figcaption></figcaption></figure>

Confirm your choices.

<figure><img src="/files/lk67LeNwfSlxFM2MNfGk" alt=""><figcaption></figcaption></figure>


# Custom Fields

Your attributes, now with a makeover! Elevate your Product Information Management with Ergonode's customizable fields.

<figure><img src="/files/h3scAAYT3cISm2U8EeFC" alt=""><figcaption></figcaption></figure>

**Key Features:**

* Customization: Personalize your attributes with up to ten additional fields, choosing between single-select or multi-select options.
* Advanced Options:Enrich your attributes with icons and descriptions to go beyond basic categorization.
* Flexibility: Enhance your workflows with attributes that are detailed, comprehensive, and fully tailored to your needs.

<figure><img src="/files/p5qPZvB8kgGaTfnmFXP0" alt=""><figcaption></figcaption></figure>

**Benefits:**

* Personalization: Craft attributes that resonate with your unique business needs and vision.
* Enhanced Information: Provide richer, more contextually relevant details for each attribute, enriching the quality of your product data.
* Improved Organization: Achieve a more nuanced and efficient data management structure with customizable attribute configurations.<br>

<figure><img src="/files/GhvMG6PFIGH0XKauO25y" alt=""><figcaption></figcaption></figure>

You can access Custom fields via [**GraphQL API**](https://docs.ergonode.com/v/graphql-api/) **and / or** [**Ergonode Transfer**](/system/ergonode-transfer)**.** &#x20;

**Custom fileds** **are not supported for now in** [**Product importer**](/data-exchange/product-importer) **and** [**Apps**](/apps/about-apps-feature) **.**


# Custom Fields - How it works

{% hint style="info" %}
A single attribute can use up to 10 custom fields.
{% endhint %}

Custom fields are a way to add extra information to your attributes of type select or multiselect. You can create up to 10 custom fields per attribute, and choose from four different types of custom fields:&#x20;

* Image
* Text
* Textarea
* Textarea RTE.&#x20;

To create a custom field, follow these steps:

* Edit or [create ](/product-design/attributes/create-a-new-attribute)an attribute of type select or multiselect.
* Go to the “*Custom fields*” tab.

<figure><img src="/files/FJgAx3V1tG7YtLsZRzZF" alt=""><figcaption></figcaption></figure>

* Type a name for your custom field in the “*Custom field code*” input field. This name should be unique and descriptive.
* Choose a custom field type from the drop-down list. The type determines the format and input options for your custom field.
* Click on the “+ Add” button to create the custom field.
* Repeat steps 3 to 5 for each custom field you want to create.

{% hint style="info" %}
Custom fields cannot be edited, you must delete your custom fields and then create a new one if needed.
{% endhint %}

After you create a custom field, you can see it in the “Options” tab, where you can edit its value or values simply by double-clicking on it.

<figure><img src="/files/pmG2hUcmkzWkAu1vdhcv" alt=""><figcaption></figcaption></figure>

The input field will depend on the type of the custom field. For example, if the custom field type is Image, you can add an image file. If the custom field type is Textarea RTE, you can use the rich text editor to format your text.

* Click on the “Save changes” button to save the changes.


# Custom Fields - Use Cases

In the fast-paced world of e-commerce, the ability to precisely and attractively present product information can be a game-changer. Ergonode's Custom Fields feature offers e-commerce businesses the tools to enhance their product listings, leading to improved customer experience and potentially higher sales.&#x20;

### Some of the possible u**se cases include:**

#### GPSR Regulation

{% hint style="info" %}
Read more about GPSR on our blog [here](https://www.ergonode.com/blog/eu-general-product-safety-regulation-gpsr-guide).
{% endhint %}

Using custom fields, you can create descriptions for manufacturers and brands, or provide detailed information about a contact person, enabling you to store essential data, e.g., from the perspective of the GPSR regulation. Example attribute: gpsr\_responsible\_person

<figure><img src="/files/w5qLAbBV7Ek0arVePIKY" alt=""><figcaption><p>Custom fields - gpsr_responsible_person</p></figcaption></figure>

You can also provide details about the hazards associated with the product composition by presenting descriptions or icon symbols.

Example attribute: gpsr\_risk\_warning

<figure><img src="/files/Nt8rRHKde7fng5L8wdGg" alt=""><figcaption><p>Custom fields - gpsr_risk_warning</p></figcaption></figure>

Thanks to custom fields, you can also easily store manufacturer information such as logos, contact details, country, and description.

Example attribute: gpsr\_producer

<figure><img src="/files/P0cnWEKFjKv8p5eWuYrF" alt=""><figcaption><p>Custom fields - gpsr_producer</p></figcaption></figure>

Other possible uses of custom fields include but are not limited to:

#### Detailed Product Categorization:

Custom Fields allow e-commerce platforms to go beyond basic categorizations. Imagine being able to attach specific icons, color codes, and in-depth descriptions to each product attribute. This level of detail helps customers understand products better, making their shopping experience more intuitive and satisfying.

#### Visual Appeal and Clarity:

By using icons and color fields, products can be represented visually, making it easier for customers to identify key features at a glance. For instance, an icon could represent an eco-friendly product or a color field could quickly inform the customer about the variety of color options available.

#### Enhanced Search and Filter Capabilities:

Custom Fields can improve the functionality of search and filter options on e-commerce sites. With more detailed attributes, customers can filter products more effectively, finding exactly what they need quickly. This precision can lead to a more streamlined shopping experience, reducing bounce rates and increasing the likelihood of a purchase.

#### Tailored Product Recommendations:

With richer attribute data, e-commerce sites can offer more accurate product recommendations. By understanding the finer details of each product, the recommendation algorithms can align more closely with customer preferences and browsing history, leading to increased engagement and potential upsell opportunities.

#### Improved Inventory Management:

For e-commerce businesses, these detailed attributes make inventory tracking and management much easier. With a complete view of product specifications, companies can manage stock levels more efficiently, plan future inventory needs, and even forecast trends based on detailed attribute analytics.

#### Competitive Edge:

In a market where differentiation can be key, the ability to present products with enhanced details and visual elements can set an e-commerce platform apart. This level of detail in product information management not only attracts customers but also builds trust and brand loyalty.

\
\ <br>


# Custom Fields - Ergonode Transfer

Explanation on how to use the Ergonode Transfer feature to manage Custom Fields.

First, create a proper [import](/system/ergonode-transfer/import) or [export ](/system/ergonode-transfer)profile. Depending on the case, you may need one or more import files checked.

<figure><img src="/files/EmDQAgUIIZMuluxea1LQ" alt=""><figcaption></figcaption></figure>

Download the custom\_fields\_et\_import\_example.zip and take a look at the files included inside it.&#x20;

{% file src="/files/4XODvEUMfD8ZEz48z9sx" %}

ZIP file includes [attributes.csv](https://docs.ergonode.com/ergonode-transfer/overview/files-format/attributes.csv) , [custom\_fields.csv](https://docs.ergonode.com/ergonode-transfer/overview/files-format/custom_fields.csv) , [multimedia.csv](https://docs.ergonode.com/ergonode-transfer/overview/files-format/multimedia.csv) , and [options.csv](https://docs.ergonode.com/ergonode-transfer/overview/files-format/options.csv) files, which are necessary to import and create everything that is needed to use custom fields.

<figure><img src="/files/ZiSjI0CyjdZfthIzx2sN" alt=""><figcaption></figcaption></figure>

| attributes.csv                                                                                                              | custom\_fields.csv                                          | multimedia.csv                                                                                                                | options.csv                                                                                                                                                                                                                       |
| --------------------------------------------------------------------------------------------------------------------------- | ----------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| This file can create a new attribute, only necessary if the attribute in which we want to use custom fields does not exist. | This file creates new custom fields in selected attributes. | This file imports images to Ergonode, only necessary if images assigned to the custom field are not yet uploaded to Ergonode. | This file creates/updates the values of selected customer fields.                                                                                                                                                                 |
|                                                                                                                             |                                                             |                                                                                                                               | If a custom field is of type IMAGE value of it MUST be a \<folder/file\_name.extension>, and a file must already be uploaded to Ergonode. If the image is not uploaded, you must include a multimedia.csv file in the import zip. |


# Metadata

Represents a metadatum of attribute

<figure><img src="/files/2t30x2EGvX84ahBf3ZJq" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Metadata is set per attribute, not per product, so if you use the same attribute across multiple products same metadata will be sent with every product that uses this attribute.
{% endhint %}

Metadata is a feature that allows for attribute description with Key > Value list, so it can be used in different cases, and it's really up to the user how he will do it.&#x20;

The analogy to this would be a product that is described by a list of attributes: attribute code > attribute value.&#x20;

A usage example would be the possibility to reflect Magento 2 one-to-many attributes to groups relation.&#x20;

magento\_groups -> group1,group2&#x20;

or

magento\_group1 -> group1&#x20;

magento\_group2 -> group2

But it is NOT specifically connected to any Magento functions like attribute groups.

Basically, those are data that allow for some description of the attributes.

Technically it's simply the next attribute data type


# Attributes Batch Actions

Batch action is a function that allows you to perform mass editing or deleting of attributes.

{% hint style="info" %}
You can cancel the bath action when running. Read [here ](https://usermanual.ergonode.com/products/catalog/batch-actions#canceling-the-batch-action)to find out how.&#x20;
{% endhint %}

<figure><img src="/files/hW4j8m8zELdXVI9Vpcn9" alt=""><figcaption></figcaption></figure>

To use this function, you need to:

* **Select one or more attributes** from the table by ticking the box next to each attribute in the first column. You can also use the drop-down list marked with a small green arrow to select or deselect all attributes or only those on the current page.

<figure><img src="/files/dkJkHh8kZDrnRBqi0L0m" alt=""><figcaption></figcaption></figure>

* **Choose an option** from the drop-down list in the upper left corner above the table.

### Edit group

* If you choose **Edit group**, you can assign all selected attributes to an existing attribute group. A new window will appear with a drop-down list of all attribute groups in the system, a button **Change group**, and a button **Cancel**. Click on **Change group** to confirm the assignment, or **Cancel** to abort the action.

<figure><img src="/files/krPU17AgoYErtseQkTlA" alt=""><figcaption></figcaption></figure>

### Translate attribute names

**Language Access:**

* **From**: Only languages the user has **READ** access to.
* **To**: Only languages the user has **WRITE** access to.

Choose a language from nad to and click on the **Translate attribute name** button to continue.

<figure><img src="/files/736XBRhJIqa4jMo9EuLK" alt=""><figcaption></figcaption></figure>

Confirm or cancel.

<figure><img src="/files/3pzqyOxQjFcoux3AjrWy" alt=""><figcaption></figcaption></figure>

### Delete attributes

* If you choose **Delete attributes**, you can permanently remove all selected attributes from the system. A confirmation window will appear with a button **Delete**, and a button **Cancel**. Click on **Delete** to confirm the deletion, or **Cancel** to abort the action.

<figure><img src="/files/u7gqaZd2zDSGeivCH313" alt=""><figcaption></figcaption></figure>

* **Wait for the batch action** to complete in the background. You will receive a notification in the "[*Action center*](/dashboard/dashboard/user-menu-and-action-center)**"** when the job is finished.&#x20;

<figure><img src="/files/BfVu1YlvgjX4U53VVdpR" alt=""><figcaption></figcaption></figure>

You can also click on the options menu in the notification and select "*See details***"** to view more information about the batch action.

<figure><img src="/files/YCUbnlgshjBw1ZzbtFdn" alt=""><figcaption></figcaption></figure>


# Attribute variables

Explanation of how to use variables

{% embed url="<https://www.youtube.com/watch?v=lhXC8Jh26us>" %}

{% hint style="info" %}
Additional information:

* Variables are allowed for text area type attributes only&#x20;
* If the user does not have privileges to preview an attribute, then instead of attribute code (e.g. #color) he sees a placeholder with the text “No access”
  {% endhint %}

{% hint style="info" %}
Information for apps developers: our app engine does not support the cases listed below:

* uses of global attributes with local attributes used as variable
* uses of global attributes with local select type attributes&#x20;
* refreshing values of a variable when changing a transition of the option value in the select type attribute
* When working with variables via API, remember to put them in double brackets Ex: {{#attribute\_code}} so the system knows they're variables, not a string
  {% endhint %}

{% hint style="info" %}
In Ergonode Transfer when working with variables in text area attribute (products.csv), remember to put them in double brackets Ex: {{#attribute\_code}} so the system knows they're variables, not a string.
{% endhint %}

### Types of attributes that can be added as a variable:

* date
* select
* numeric
* text
* price (only value, without currency)
* unit (only value, without unit)

### **Areas where you can edit the attributes with variables**  <a href="#spaces-in-which-we-can-edit-the-attributes-with-variables" id="spaces-in-which-we-can-edit-the-attributes-with-variables"></a>

* [product template](https://usermanual.ergonode.com/products/catalog/template#attribute-variables-in-the-product-template)
* catalog table (grid)
* [batch actions](/products/catalog/batch-actions)
* import - in order to import a variable you need to enter it in the appropriate {{#attributecode}} format
* [export ](https://usermanual.ergonode.com/data-exchange/channels/creating-a-new-channel/ergonode-zip-csv)- configuration of whether we download data with variables or final resolved content

If you are using attribute variables it's possible to use them directly on the grid.

On the grid, double click on the attribute to open it to edit.

<figure><img src="/files/HtwypvGcCmt6cbIqmuDU" alt=""><figcaption></figcaption></figure>

Type hash char (#), and you will be presented with a list of attributes you may use.

<figure><img src="/files/JxxcOSNxiYoVG0D8Xac4" alt=""><figcaption></figcaption></figure>

Type more to narrow the list.

<figure><img src="/files/XhAr7IdanjfeIge719az" alt=""><figcaption></figcaption></figure>

You may use more than one variable.

<figure><img src="/files/33zoJ7Gg6nQkD7cZREKi" alt=""><figcaption></figcaption></figure>

When attribute values are used you will see a new eye icon, clicking it will display a preview of the values.

<figure><img src="/files/40b4o4yCGMD2gjcZkYXr" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/aGgMBU4LNLKcY8JSfP8e" alt=""><figcaption></figcaption></figure>


# Attribute groups

Groups of attributes help effectively manage attributes with similar properties or contexts or with users with similar similar focus or needs. A right grouping strategy may help you to better utilize  PIM in your organization.&#x20;

{% hint style="info" %}
Users can also use groups for access restriction with the [Attribute privileges](/system/user-roles/attribute-privileges) feature (This feature is not available in all pricing plans.)
{% endhint %}

<figure><img src="/files/szuAIwnVlv9UiEhUbdZO" alt=""><figcaption></figcaption></figure>

To edit a group click on the edit (pen) icon. There are two tabs in edit mode [General ](/product-design/attribute-groups/general)and [Translations](/product-design/attribute-groups/translations).

<figure><img src="/files/CzJSa4DGZhPoFAqC2wvR" alt=""><figcaption></figcaption></figure>

To delete a group click on the *bin icon*.&#x20;

<figure><img src="/files/sHB9sHnryUEw6ZgYRjoj" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
If you want a group to be deleted, you must remove all the attributes from it first.
{% endhint %}

To remove an attribute from a group go to [Attributes](/product-design/attributes), then edit the one you need and you will be taken to the [General](/product-design/attribute-groups/general) tab.


# Create a new attribute group

To create a new group click on the green button *+ NEW ATTRIBUTE GROUP* in the upper right corner.&#x20;

<figure><img src="/files/UP5k3Uj6JyDtOnDy5juA" alt=""><figcaption></figcaption></figure>

Set the system name and click on *CREATE* to save or *CREATE & EDIT* to save and open in edit mode.

{% hint style="info" %}
Attribute group code can have only letters, digits, or underscore symbols.
{% endhint %}

<figure><img src="/files/JYsr4BuI3ri60FmGWusN" alt=""><figcaption></figcaption></figure>

If you press *CREATE & EDIT* you will be redirected to the [General](/product-design/attribute-groups/general) page.


# General

There is limited flexibility in this area. The system name cannot be changed directly. If you need to update it, you must delete the existing group and create a new one.

{% hint style="info" %}
The group must be empty to be deleted.
{% endhint %}

To remove an attribute from a group go to [Attributes](/product-design/attributes), then edit the one you need and you will be taken to the [General ](/product-design/attributes/options)tab.

<figure><img src="/files/cuAkGIT6vKeLvMliAmoO" alt=""><figcaption></figcaption></figure>


# Translations

Here you may set or change a group displayed name, it can be different per every language. By default, only the main language is displayed but you may change it from the *drop-down Translations menu*.&#x20;

{% hint style="info" %}
Keep in mind, that for a language to be available in this drop-down, it must first be activated from [settings](/system/settings/languages).
{% endhint %}

<figure><img src="/files/um97mcynk2d6hi5u0jvH" alt=""><figcaption></figcaption></figure>


# Product templates

Product templates are a powerful tool that lets you customize the look and feel of your product cards in Ergonode PIM.

With product templates, you can easily create and manage different layouts for different types of products, and ensure that they have all the necessary information and attributes.

Product templates are not meant to be exported to your eCommerce platform. They are only for your internal use in Ergonode PIM, to help you organize and enrich your product data in a user-friendly way.

<figure><img src="/files/43qVXktSaihgZ2f9tk2j" alt=""><figcaption></figcaption></figure>

For that reason, we have created a tool that allows for the design of the layout of a product card in a completely innovative way.&#x20;

{% hint style="info" %}
This product page layout will not be sent to your eCommerce. It's here to help people working in Ergonode PIM to make their work more streamlined and effortless.
{% endhint %}

When entering this page you will find three tabs:

* [**Main templates**](/product-design/product-templates/main-templates): Here you can see all the existing product templates, and create new ones by clicking on the “*+ New template*” button. You can also edit, or clone (the cloning option is available through three dots menu - when in edit mode) any product template by clicking on the "*edit (pen) icon*" next to it. Or delete it by clicking on the "*bin icon*".
* [**Sections**](/product-design/product-templates/sections): Here you can define the sections that will appear on your product cards, such as “General”, “Images”, “Specifications”, etc. You can create new sections by clicking on the “*+ New section*” button, and edit or delete existing ones by clicking on icons next to them. When created sections can be drag and drop to change their order on the Template designer.
* [**Completeness sets**](/product-design/product-templates/completeness-sets): Here you can create and manage the completeness sets that will help you track the progress of your product enrichment. A completeness set is a group of attributes that are required for a product to be considered complete. You can create new completeness sets by clicking on the “*+ New completeness set*” button, and edit or delete existing ones by clicking on the icons next to them. You can also assign a completeness set to a section.

Product templates are a great way to make your product management easier and more efficient in Ergonode PIM. You can use them to create consistent and attractive product cards that suit your needs and preferences.<br>

{% hint style="info" %}
To learn more about the features available from the product card, [click here](/products/catalog/template).
{% endhint %}


# Main templates

To create a new template follow the instructions from [here](/product-design/product-templates/main-templates/create-a-new-template).

To clone a template please follow [these ](/product-design/product-templates/main-templates/cloning-the-template)instructions.

To delete the template click on the bin icon.

<figure><img src="/files/H8NIdnuKbCgzvigXs6ak" alt=""><figcaption></figcaption></figure>

Click on the *edit (pen) icon* to edit a template already created. This will take you to a page with three tabs: [General](/product-design/product-templates/main-templates/general), [Translations](/product-design/product-templates/main-templates/translations), and [Designer](/product-design/product-templates/main-templates/designer).

<figure><img src="/files/WBFSx8AAQQDQDpl9lpBz" alt=""><figcaption></figcaption></figure>

To change basic display settings click on the *cog icon* next to the view ones.&#x20;

<figure><img src="/files/ptUWXK26uW305UthdKe4" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/v9huKYkL4pfxtULKxYgF" alt=""><figcaption></figcaption></figure>


# Create a new template

To create a new template click on *+ NEW TEMPLATE*.

<figure><img src="/files/JJt6MCDmnnvfcR7g4Fvk" alt=""><figcaption></figcaption></figure>

Fill in available fields and click *CREATE* to save or [*CREATE & EDIT*](/product-design/product-templates/main-templates/general) to save and open in edit mode.

| Field                   | Description                                                                                                    |
| ----------------------- | -------------------------------------------------------------------------------------------------------------- |
| Template code           | Must be unique                                                                                                 |
| Default label attribute | Value of the indicated **text attribute** that you want to be displayed as a signature in the product item     |
| Default image attribute | Value of the indicated **image or gallery attribute** which will be displayed as a signature in a product item |

<figure><img src="/files/kZofMZZd0ln4EJNnV7lE" alt=""><figcaption></figcaption></figure>


# Cloning the template

The “Clone template” function allows you to create a copy of an existing product template with a new name.

You can use this function to save time and avoid repeating the same steps when creating similar product templates.

To use the “*Clone template*” function, follow these steps:

* Go to the “*Product templates*” and click on the "*edit (pen) icon*" next to the product template that you want to clone. This will open the product template in edit mode.

<figure><img src="/files/9JKcxX8avIapISKRHGR4" alt=""><figcaption></figcaption></figure>

* Click on the "*three dots"* menu in the upper right corner of the screen. This will show two options: “*Clone template*” and “*Delete template*”.

<figure><img src="/files/6GwkGIh3X5A8yAD4LrFJ" alt=""><figcaption></figcaption></figure>

* Click on the “*Clone template*” option. This will open a new window where you need to enter a code for the new product template. Code must be unique and different from the original product template, and consist of letters, digits, or underscore symbols only.

<figure><img src="/files/xzcvzFZ9iiPSJZ5unW5W" alt=""><figcaption></figcaption></figure>

* Click on the “*Clone*” button to create the new product template. This will clone all the settings and sections of the original product template. You can see the new product template in the list in the "*Main template*" tab, with the code that you entered.
* Alternatively, you can click on the “*Clone & Edit*” button to create the new product template and open it in edit mode. This will allow you to make any changes to the new product template, such as adding or deleting sections, changing the order of the sections, or assigning a completeness set.

You can use the “*Clone template*” function to create multiple product templates with similar layouts and features. This can help you streamline your product management and enrichment process in Ergonode PIM.


# General

Here you can change the basic settings of a template. Template code (system name) cannot be changed after creation, so if you are in need of change, you must delete the template and create a new one.

<figure><img src="/files/lHb0no9ptY3OQKBLnbHr" alt=""><figcaption></figcaption></figure>


# Translations

Here you may set or change a template displayed name, it can be different per every language. By default, only the main language is displayed but you may change it from the *drop-down Translations menu*.&#x20;

{% hint style="info" %}
Keep in mind, that for a language to be available in this drop-down, it must first be activated from [settings](/system/settings/languages).
{% endhint %}

<figure><img src="/files/LoMVvOQOVMNVGR4XE7NI" alt=""><figcaption></figcaption></figure>


# Designer

It's the place where you can design your product card template simply by using the drag-and-drop method.

There are 3 main components of a template: [Widgets](/product-design/product-templates/main-templates/designer/widgets), [Sections](/product-design/product-templates/sections), and [Product attributes](/product-design/attributes).

Placeholders can be displayed in 3 different states according to the performed action:

◦ **grey** – a placeholder is available\
◦ **light green** – a placeholder is ready for dropping down an attribute\
◦ **dark green** – a placeholder is available to accept resized attributes

To help distinguish element types in complex models, the Designer applies a background color to each item by type when placed or dragged in the workspace.

Color of element types :\
• Sections: Light blue.\
• Widgets: Light orange.\
• Attributes: Grey.

\
This enhancement is available only in the Designer for Templates and Sections and is intended to improve readability and reduce mistakes when arranging larger layouts.

\
Colors complements existing placeholder states, which continue to indicate placement availability and resizing behavior.

The following actions can be performed on attributes:

* **move** – drag an attribute either from an attribute list or from another position on the matrix and move it over an available attribute placeholder. While hovering it over a chosen location, it illuminates light green if available for dropping down. Attributes taken from the attribute list on the left do not disappear but fade to gray.
* **remove** - open a kebab menu (three dots) and choose “remove”. On the attributes list, the attribute name and icon color switch back to black.
* **resize** – grab the bottom right corner of an attribute in order to change its size. Available attribute placeholders will illuminate in light green. Simply resize an attribute to the desired size and drop it down to finish.

<figure><img src="/files/B3W6x9n7CbJ7gI1rgUNX" alt=""><figcaption></figcaption></figure>

If you need more space on the designer workflow, click on *+ ADD 10 ROWS,* and a new 10 rows will be added at the bottom of the workspace.

It's also possible to add a single new row in a specific place, to do so left left-click on the dotted line, and the *+ Add row* button will appear. Click on it to add that extra row under that specific line.

<figure><img src="/files/Q6UZrwcsMpHr7ZvEJJg0" alt=""><figcaption></figcaption></figure>

When an attribute is placed in the designer workspace, it can be set as the one being required. Required attributes are used to indicate progress, showing the template’s completeness for the selected language. Those attributes are marked with a red asterisk.

<figure><img src="/files/kKcpMMAxlnprzUGWrg0Q" alt=""><figcaption></figcaption></figure>

When a section is dropped on the designer workspace, it's possible to assign a [completeness set](/product-design/product-templates/completeness-sets) to it.

<figure><img src="/files/xjADIjyf2CO9sF2gaMP7" alt=""><figcaption></figcaption></figure>

To do so, hover over the section, and from the three dots menu, click on Assign completeness set. For this to work, a set must already be created.

<figure><img src="/files/BaS5oakGK29NDrUyrsh6" alt=""><figcaption></figcaption></figure>

After a click new window will pop up from where you may choose to assign from the drop-down list.

<figure><img src="/files/YryfRIzay6JgeC8l8xro" alt=""><figcaption></figcaption></figure>

It's possible to quickly [create a new set](/product-design/product-templates/completeness-sets) from this place simply by clicking on *+ Add new completeness set* from the drop-down list. Then set a name for this new set and click on the ![](/files/d2CljXi1thQDjEMNdVtO) icon to save.

<figure><img src="/files/Ye4RY7SY3topf65EWdCE" alt=""><figcaption></figcaption></figure>

When the template is ready, click *SAVE CHANGES*. A push notification will then be displayed at the bottom of the screen.&#x20;

<figure><img src="/files/xoTDtkwJx8m60xnTS9rb" alt=""><figcaption></figcaption></figure>

This menu also has 2 more options: [*Edit section*](/product-design/product-templates/sections/general) that will open this specific section in edit mode, and *Remove* to delete it from the designer workspace (the same can be achieved by dragging the section out of the area).

<figure><img src="/files/lceDKbEWPhri906kCF2M" alt=""><figcaption></figcaption></figure>


# Widgets

Widgets are a feature in the PIM Template Designer. They allow you to customize your templates with various elements. Currently, there are three widgets available: “Heading”, “Divider”, and “Note”.

### Adding Widgets to the Template

To add widgets to your template, simply drag and drop them from the left side menu into the Designer.

<figure><img src="/files/L5MyPR2h4PlYCbWzTJkz" alt=""><figcaption><p>Dragging the widget onto designer space</p></figcaption></figure>

### Heading

{% hint style="info" %}
Maximum heading length is 255 chars.
{% endhint %}

When the “Heading” widget is dragged into the designer, a window called “Heading settings” will appear. Here, you can input the header data in the “Default” input field.&#x20;

<figure><img src="/files/5s6qlwQevd20bA9fSYvE" alt=""><figcaption><p>Heading setting window</p></figcaption></figure>

There is also an option to “Enable translations” for translating the heading into languages. This can be done by clicking on the slider labeled “Enable translation”. When clicked, new input fields named “Translation” will appear, with a flag on the left side to indicate the language.

<figure><img src="/files/tZBkNu2SZz7Rxw6AdJti" alt=""><figcaption><p>Heading setting window with translation enabled</p></figcaption></figure>

When you have finished setting up the heading, click “Save changes” to confirm. If you wish to discard the changes, click on the “x” icon on the top right part of the window.

### Divider

The “Divider” is a simple line that you can drag and drop from the left side menu onto the designer. The line will be as long as the divider block in the designer.

<figure><img src="/files/uWRjUlTqDVuSMHkCAqX9" alt=""><figcaption><p>Divider widget in the designer space</p></figcaption></figure>

### Note

{% hint style="info" %}
Maximum note length is 100k chars.
{% endhint %}

{% hint style="warning" %}
Notes are visible to all users who have privileges to the Product Catalog.
{% endhint %}

{% hint style="success" %}
Notes can be exported / imported with the Ergonode Transfer feature.
{% endhint %}

When the “Note” widget is dragged into the designer, a new window will appear where you can create, edit, or delete a note.&#x20;

<figure><img src="/files/6vU8Gz4ejz1YTm214maJ" alt=""><figcaption><p>Note widget settings window</p></figcaption></figure>

Notes are RTE-enabled.

<figure><img src="/files/XC11Q8mVK9tpD9raBZXe" alt=""><figcaption><p>Note widget RTE</p></figcaption></figure>

<figure><img src="/files/bqSXGUgfS7fHJIDcmUfu" alt=""><figcaption><p>Note widget RTE 2</p></figcaption></figure>

You can also enable translation for the note by clicking on the "Enable translation" switch.

<figure><img src="/files/1yeSO2dQsryvR2Fq1Ksb" alt=""><figcaption><p>Note widged setting window with translation enabled</p></figcaption></figure>

Remember to save your changes so your work is not lost. You can do it by clicking the "Save settings" button.

In the Product Catalog, the note can be accessed by clicking on the ![](/files/qec980Idxxj5ReAXnA2x) button (Products > Catalog > \[choose the product] > Template). Doing so will open a right side panel with the note itself.

<figure><img src="/files/lKaPeTwFSZVm5Yhtyrib" alt=""><figcaption><p>Note widget presentation on the product card</p></figcaption></figure>


# Sections

Sections are a convenient way to group and reuse attributes for your products in Ergonode PIM.

You can create sections for different purposes, such as SEO, technical data, marketing information, or sales channels. You can then use these sections in your product templates or in your workflow conditions (if combined with the "Completeness set").

<figure><img src="/files/tOwpvm5yWDE21WnpB53r" alt=""><figcaption></figcaption></figure>

Sections are only for your internal use in Ergonode PIM. They are not meant to be exported to your eCommerce platform. They are only to help you organize and enrich your product data in a user-friendly way.&#x20;

To create and manage sections, you can use the following options:

* [**Create a new section**](/product-design/product-templates/sections/create-a-new-section): To create a new section, click on the “*+ New section*” button in the upper left corner of the screen. This will open a window where you need to enter a code (name) for the section. The name should be descriptive and should be unique. Then, click on the “*Create*” button to confirm the creation of the section. Or "*Create & Edit*" to create the new section and open it in edit mode.

<figure><img src="/files/jhV9bc5UFDeGnzoqh6jQ" alt=""><figcaption></figcaption></figure>

* **Edit an existing section**: To edit an existing section, click on the "*edit (pen) icon"* next to the section name. This will take you to a page with three tabs: “General”, “Translations”, and “Designer”.
  * [*General*](/product-design/product-templates/sections/general)  - here you can see the section code (name). You cannot change the code, in case you need to do so, please clone this section with a new name and delete this one.
  * [*Translations*](/product-design/product-templates/sections/translations)  - here you can translate the name of the section into different languages.
  * [*Designer*](/product-design/product-templates/sections/designer) - here you can add, remove, or reorder the attributes that belong to the section. You can also set an attribute as required.
* **Delete a section**: To delete a section, click on the bin icon next to the section name. This will open a confirmation window where you need to click on the “Delete” button to confirm the deletion of the section. You can only delete a section if it is not used in any product template. If the section is used in a product template, you need to remove it from the template first, before deleting it.
* **Change display settings**: To change the display settings of a section, click on the cog icon in the upper right part of the screen. This will open a window where you can change the size of the table (grid).

{% hint style="info" %}
It's only possible to delete a section if it's not used in any template.
{% endhint %}

Sections are a great way to make your product management easier and more efficient in Ergonode PIM. You can use them to create consistent and attractive product cards that suit your needs and preferences.&#x20;

<figure><img src="/files/NEUGqVkcloamC43CTBse" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
The number next to the edit (pen) icon indicates the number of attributes in that section.
{% endhint %}


# Create a new section

To create a new section click on *+ NEW SECTION*.

Fill in the Section code (name) and image (not required), and click *CREATE* to save or *CREATE & EDIT* to save and open in edition mode.&#x20;

{% hint style="info" %}
Section image is only used on the section grid ([Main template](/product-design/product-templates/main-templates)) to make it more user-friendly when browsing.
{% endhint %}

<figure><img src="/files/xiRlqduD9o8u2cOPmPQy" alt=""><figcaption></figcaption></figure>

If opened in edit mode there will be three tabs available: [General](/product-design/product-templates/sections/general), [Translations](/product-design/product-templates/sections/translations), and [Designer](/product-design/product-templates/sections/designer).


# Cloning the section

The “Clone section” function allows you to create a copy of an existing section with a new name.

You can use this function to save time and avoid repeating the same steps when creating similar sections.&#x20;

To use the “*Clone section*” function, follow these steps:

* Go to the “*Sections*” tab and click on the *edit (pen) icon* next to the section name that you want to clone. This will open the section in edit mode.
* Click on the "*three dots menu*" in the upper right corner of the screen. This will show two options: “*Clone section*” and “*Delete section*”.

<figure><img src="/files/ZsHlvBLEnNSTbFJHG0HE" alt=""><figcaption></figcaption></figure>

* Click on the “*Clone section*” option. This will open a new window where you need to enter a code (name) for the new section. The name must be unique and different from the original section. You may only use letters, digits, and underscore symbols.

<figure><img src="/files/DKwQx5A7aMtKqPJ2VKWQ" alt=""><figcaption></figcaption></figure>

* Click on the “*Clone*” button to create the new section. This will clone all the settings and attributes of the original section, and return you to the tab you were currently in. You can see the new section on the table (grid) in the "*Sections*" tab, with the name that you entered.
* Alternatively, you can click on the “*Clone & Edit*” button to create a new section and open it in edit mode. This will allow you to make any changes to the new section, such as adding or deleting attributes, or changing the order of the attributes.

You can use the “*Clone section*” function to create multiple sections with similar layouts and features. This can help you streamline your section management and enrichment process in Ergonode PIM.


# General

Section code cannot be changed, if you need to change it, delete the section and create a new one.&#x20;

<figure><img src="/files/RjTAryEXMxCHgCOHAtEm" alt=""><figcaption></figcaption></figure>


# Translations

Here you may set or change a section displayed name, it can be different per every language. By default, only the main language is displayed but you may change it from the *drop-down Translations menu.*&#x20;

{% hint style="info" %}
Keep in mind, that for a language to be available in this drop-down, it must first be activated from [settings](/system/settings/languages).
{% endhint %}

<figure><img src="/files/xT8nflAlKq24BIrCDiE6" alt=""><figcaption></figcaption></figure>


# Designer

It's the place where you can design your product catalog page simply by using the drag-and-drop method.

There are 3 main components of a template: [Widgets](/product-design/product-templates/main-templates/designer/widgets), [Product attributes](/product-design/attributes).

Placeholders can be displayed in 3 different states according to the performed action:

◦ **grey** – a placeholder is available \
◦ **light green** – a placeholder is ready for dropping down an attribute \
◦ **dark green** – a placeholder is available to accept resized attributes

Color coding of element types. To improve clarity in more complex section designs, the Designer shows distinct background colors by item type while arranging content.

\
• Widgets: Light orange.\
• Attributes: Grey.

<figure><img src="/files/fSzLY5pA45RqgaRJnhUl" alt=""><figcaption></figcaption></figure>

\
This feature is available only in the Designer for Templates and Sections and is designed to make element types easier to recognize at a glance.

\
Color indicators work alongside the existing placeholder states to signal when positions are available or can accept resized elements.

The following actions can be performed on attributes:

• **move** – drag an attribute either from an attribute list or from another position on the matrix and move it over an available attribute placeholder. While hovering it over a chosen location, it illuminates light green if available for dropping down. Attributes taken from the attribute list on the left do not disappear but fade to gray.

• **remove** - open a kebab menu (three dots) and choose “remove”. On the attributes list, the attribute name and icon color switch back to black.

• **resize** – grab the bottom right corner of an attribute in order to change its size. Available attribute placeholders will illuminate in light green. Simply resize an attribute to the desired size and drop it down to finish.

<figure><img src="/files/1FNcSdFkvsnRPLZPG0cd" alt=""><figcaption></figcaption></figure>

If you need more space on the designer workflow, click on *+ ADD ROW,* and a new row will be added at the bottom of the workspace.

It's possible to add a new row in a specific place. To do so, left-click on the dotted line, and the *+ Add row* button will appear. Click on it to add that extra row under that specific line.

<figure><img src="/files/Q6UZrwcsMpHr7ZvEJJg0" alt=""><figcaption></figcaption></figure>

You can also delete it, by choosing -Remove Row on the light red empty area.

<figure><img src="/files/k7WZrET4X4alPilrcPc3" alt=""><figcaption></figcaption></figure>

When an attribute is placed in the designer workspace, it can be set as the one required. Required attributes are used to indicate progress, showing the template’s completeness for the selected language. Those attributes are marked with a red asterisk.

<figure><img src="/files/eROmMaO2CksjrcX0mkxA" alt=""><figcaption></figcaption></figure>


# Completeness sets

Completeness sets can be assigned to a [section](/product-design/product-templates/sections) and can also be used as [transition conditions](/workflow/information/designer/conditions) within the [workflow](/workflow/information).&#x20;

{% hint style="info" %}
Real-life usage examples can be creating a completeness set for the SEO section only, to have a visual confirmation that all SEO-required data is filled, or using it as a transition condition so no one will be able to skip this step.
{% endhint %}

To create a new one click on *+ NEW COMPLETENESS SET*.

<figure><img src="/files/fMyAkdkIn21Mzw47YGbx" alt=""><figcaption></figcaption></figure>

Set a name for it and click on *CREATE* to save it or *CREATE & EDIT* to open it in [edit mode](/product-design/product-templates/completeness-sets/general).

{% hint style="info" %}
Code can have only letters, digits, or underscore symbols.
{% endhint %}

<figure><img src="/files/XX6AYTaufVZ6pyFUycbb" alt=""><figcaption></figcaption></figure>

To delete the completeness set click on the bin icon.

{% hint style="info" %}
It's only possible to delete a completeness set if it's not used in any template.
{% endhint %}

<figure><img src="/files/1bIHdb00TQfDmXiMLhFi" alt=""><figcaption></figcaption></figure>

To change basic display settings click on the cog icon.

<figure><img src="/files/bAZcYv8iT2ShvyKSKxgN" alt=""><figcaption></figcaption></figure>


# General

Once the name is set, it cannot be changed. If you need to update it, you must delete this set and create a new one.&#x20;

<figure><img src="/files/zyffothBFmuGBIHh8YMk" alt=""><figcaption></figcaption></figure>

To do so, click on **DELETE COMPLETENESS SET** in the top right corner.

<figure><img src="/files/j80dlhHxzeUyF4Ggf9Lq" alt=""><figcaption></figcaption></figure>


# Translations

Here you may set the different display names for each language. By default only the main language will be displayed, to change it click on the *drop-down Translations list*.&#x20;

{% hint style="info" %}
Keep in mind, that for a language to be available in this drop-down, it must first be activated from [settings](/system/settings/languages).
{% endhint %}

<figure><img src="/files/jiBSASu41R5PEZ41tvuV" alt=""><figcaption></figcaption></figure>


# Categories

Here you can create and manage categories.

<figure><img src="/files/W2fqC3xcTLr9h8VeEhox" alt=""><figcaption></figcaption></figure>

To edit a category click on the [edit](/product-design/categories/general) *(pen) icon*.

To delete a category click on the *bin icon*.

To delete more than one category at once tick the checkbox next to the categories you wish to delete and from the *Action menu* choose *Delete categories*.

<figure><img src="/files/sgu4eaOgHegd5rJgP56G" alt=""><figcaption></figcaption></figure>

Confirm or cancel your choice.

<figure><img src="/files/Kt19IM9zfba9KX0Ni9PJ" alt=""><figcaption></figcaption></figure>

This function runs in the background, you will be notified about it in the [Action center.](/dashboard/dashboard/user-menu-and-action-center)

<figure><img src="/files/rh5jlRg3l5I0XlmwVPtP" alt=""><figcaption></figcaption></figure>


# Create a new category

To create a new category click on the *+ NEW CATEGORY* button in the top right corner.&#x20;

<figure><img src="/files/EyAIu9jQpCVXELOpH9Oj" alt=""><figcaption></figcaption></figure>

Set up a category name and click on *CREATE* to save or *CREATE & EDIT* to save and open in edit mode.

{% hint style="info" %}
Category code can have only letters, digits, or underscore symbols.
{% endhint %}

<figure><img src="/files/4LtexgiriTyioXim2Gz9" alt=""><figcaption></figcaption></figure>

If you click on *CREATE & SAVE*, now you will see a page with three tabs; [General](/product-design/categories/general), [Translations](/product-design/categories/translations), and [Products](/product-design/categories/products).


# General

Once the category code is set up it cannot be changed, so if you need to do so simply delete a category by clicking on *REMOVE CATEGORY* in the right upper corner.

<figure><img src="/files/i0oof3KwyEZBdbggI8IS" alt=""><figcaption></figcaption></figure>


# Translations

On this page, you can set translated category name per language, by default you will only see your main language, but you may change this by using Translation drop-down menu.&#x20;

{% hint style="info" %}
Keep in mind, that for a language to be available in this drop-down, it must first be activated from [settings](/system/settings/languages).
{% endhint %}

<figure><img src="/files/HsFUxy1oBmdDhEnxdi7Z" alt=""><figcaption></figcaption></figure>

If you set any attribute to a [category attribute](/product-design/category-attributes), here is the place you may set the value to it.

<figure><img src="/files/X4ZgYswHp2WxXOpDl23j" alt=""><figcaption></figcaption></figure>

Remember to click *SAVE CHANGES* if you make any.

<figure><img src="/files/zRGzz6w8un0bMUwMjO4f" alt=""><figcaption></figcaption></figure>


# Products

{% hint style="success" %}
PRO TIP: The order in which categories are selected / pinned to the product is the order the categories will show up in API.
{% endhint %}

On this page, you can manage products that are assigned to a category.&#x20;

<figure><img src="/files/0k065nUkNeSifZv9Dnb2" alt=""><figcaption></figcaption></figure>

On the side menu, you have access to the attribute list, you can use those with **Filters** to limit products that appear on the grid. Simply drag one or more to the menu to use it.

<figure><img src="/files/VBqQbIKQez05XqMPgu9q" alt=""><figcaption></figcaption></figure>

Then click on the menu itself to expand it then, depending on the attribute type, additional filter configuration may be possible.

<figure><img src="/files/RV6IZoowSNAQOmj7Q4gq" alt=""><figcaption></figcaption></figure>

To remove filters click on the **Remove filters** button.

<figure><img src="/files/nuB0IZUluBhyZiWVizkY" alt=""><figcaption></figcaption></figure>

Assigning a product to the category can be done classicly from the [general ](/products/catalog/general)tab on the edit product page, or by clicking the **+ Add products** button here.

<figure><img src="/files/8UXIoa26kLrc66CB1vs1" alt=""><figcaption></figcaption></figure>

Next tick all the products you wish to add to the category and click on the **Add products** button.

<figure><img src="/files/gaar6lh4XJ7U7v68PF7f" alt=""><figcaption></figcaption></figure>

To remove a product from the category, click on the **X** icon on the right side of the grid

<figure><img src="/files/kNzuIYaoy9OGTIalKSoA" alt=""><figcaption></figcaption></figure>

or tick the square (one or more) on the left side of the grid,

<figure><img src="/files/YB8b2HAXTOwuGFrd3T5r" alt=""><figcaption></figcaption></figure>

and use batch action to remove them.

<figure><img src="/files/gN0eQ1RGvpXXl5Gd8pvB" alt=""><figcaption></figcaption></figure>

It is possible to create and save your own views of the grid. To read about how to do it please open this [link](/products/catalog/system-views/custom-views).

<figure><img src="/files/5EXJ0Sw6XwAZmom95XLU" alt=""><figcaption></figcaption></figure>

There are two system views available [Grid view](/products/catalog/system-views/table-view-grid-view) and [Tile view](/products/catalog/system-views/tile-view-gallery-view), both work exactly the same as described under the provided links.

<figure><img src="/files/ArBus41vc7cOqk9vUAeV" alt=""><figcaption></figcaption></figure>

You can also modify Display settings.

<figure><img src="/files/kWczxLU4251vrNp7DDbz" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/s4bIq6pudrT2j1AyJC8d" alt="" width="375"><figcaption></figcaption></figure>


# Category trees

Category trees allow to design and manage product catalogs with multiple categories arranged in a hierarchical structure.&#x20;

<figure><img src="/files/2actfyz3v3OlhQt9rzh3" alt=""><figcaption></figcaption></figure>

To create a new tree click on *+ NEW TREE*. Fill in the Category tree code (system name) for this tree and click on *CREATE* to save or *CREATE & EDIT* to save and open in edition mode.&#x20;

{% hint style="info" %}
Category tree code can have only letters, digits, or underscore symbols.
{% endhint %}

<figure><img src="/files/4sViljvxXiI6Pg4Mpt4H" alt=""><figcaption></figcaption></figure>

When opened in edition mode three tabs will be available: [General](/product-design/category-trees/general), [Translations](/product-design/category-trees/translations), and [Designer](/product-design/category-trees/designer).


# General

The general tab displays the Category tree code, it cannot be changed if you need to do so, please delete the current one and create a new one.

<figure><img src="/files/PN1UHtuCCPme74HskqvC" alt=""><figcaption></figcaption></figure>


# Translations

The translations tab allows for different tree names per language. By default only the main language translation is shown, to see more use the drop-down language menu from the upper left side.&#x20;

{% hint style="info" %}
Keep in mind, that for a language to be available in this drop-down, it must first be activated from [settings](/system/settings/languages).
{% endhint %}

<figure><img src="/files/D0hRYVgV9KvNKXvSJN5j" alt=""><figcaption></figcaption></figure>


# Designer

In this section, you can create a category tree. To do so drag a category from the left panel to the designer field. You must [create categories](/product-design/categories/create-a-new-category) before creating a tree structure.

{% hint style="info" %}
The system allows you to create a branch structure with up to 10 levels of depth.
{% endhint %}

<figure><img src="/files/z4em7JffUWZGBdku5dQV" alt=""><figcaption></figcaption></figure>

An alternative way to create a category is to click on the *green plus icon* in the category panel. The process is the same as traditional [category creation](/product-design/categories/create-a-new-category).

You may move items in the tree simply by dragging them.

If you run out of space, simply click on *+ Add 10 rows.* Rows will be added at the bottom of a designer field.

<figure><img src="/files/PXi7jyzzxj7uHsghqtzx" alt=""><figcaption></figcaption></figure>

To delete a category from a tree, drag it back to the Categories panel or click on the *kebab menu* and choose *Remove*.

<figure><img src="/files/aBOhu3vxVrSYbIev3xow" alt=""><figcaption></figcaption></figure>

To completely delete a category tree, click on *REMOVE CATEGORY TREE* in the top right corner.

<figure><img src="/files/fNNDsZVXzgxpzWYR7Aem" alt=""><figcaption></figcaption></figure>


# Category attributes

Some systems allow categories to be described or enhanced by attributes. Here you can set already existing attributes to be treated like such.

{% hint style="info" %}
To add an attribute as a category attribute one must already exist. To learn how to create one click [here](/product-design/attributes). You will choose from a list of attributes that are used to describe products - one pool of attributes - different applications.
{% endhint %}

<figure><img src="/files/NDDHLLr321K6Oj6nV2Wl" alt=""><figcaption></figcaption></figure>

To delete an attribute for the category attributes list, click on the "x" icon.

<figure><img src="/files/lCTdWXwwKZ1qWCGJ7P5l" alt=""><figcaption></figcaption></figure>

Confirm your choice or cancel it.

<figure><img src="/files/pmBl7xZJefUM8aY1lj9C" alt=""><figcaption></figcaption></figure>


# Add attribute

To add an attribute as a category attribute click on *+ ADD ATTRIBUTE.*&#x20;

<figure><img src="/files/59MigZGblOPhYlfme2dE" alt=""><figcaption></figcaption></figure>

A new window will be opened with all attributes created so far. Check those you wish to use as category attributes.&#x20;

<figure><img src="/files/lQglGFVhPlfH8vkLJtqF" alt=""><figcaption></figcaption></figure>




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