PIM

The PIM settings node contains settings and tools related to Dynamicweb Product Information Management.

  • General settings are used to configure the PIM setup
  • Workflow settings are used to create workflows for PIM

This section covers:

The rest of the settings and tools are described below.

You can read more about using Dynamicweb PIM in the manual.

The PIM > General settings are used to configure the general behavior of Dynamicweb PIM on the solution.

Figure 2.1 PIM > General settings

The Field/Language factor for PIM is used to generate page sizes in Edit-mode in PIM after the formula (Visible fields * Visible languages) / Factor. The higher the factor is, the more products will be shown per page, at the cost of performance. This is a limitation with browser technology, not with Dynamicweb PIM.

Additionally, you can set one or more indexes as available indexes, and select one as the Default Index. Read more about the role of indexes in PIM here.

In the Workflow section, you can customize the settings for draft and versioning. You can:

  • Enable draft on all products
  • Enable cleanup of the product versions
    • Enter how old (in days) a product version must be to be deleted
    • Specify how many versions of a product you want to keep (no matter the retention)

PIM Workflows is a flexible system for creating processed tailored to the unique needs of a particular business or PIM setup.

A workflow consist of:

  • A number of states – e.g. New product, Ready for description, Ready for translation, etc.
  • A set of availability instructions per state, which control which states a product can move to from the current state
  • Optionally, a set of state notifications for notifying key people when a product enters a new state

Once a workflow has been created, a workflow state field can be included when editing products in PIM. It can be used to move products to and from the states defined on each state. You must include this field in your visible fields definitions to use workflows.

To create a PIM workflow:

  • Go to Settings > PIM
  • Click on the Workflows node to open the Workflows tool
  • Click New workflow in the toolbar – or click an existing workflow - to open the edit workflow view (Figure 3.1)
Figure 3.1 Creating or editing a workflow
  • Name the workflow
  • Click the add new workflow state button to add a new state (Figure 3.2)
Figure 3.2 Creating or editing a workflow state

When creating a new state you can:

  • Name the state
  • Select which other states in the flow are available from this state
  • Set up a state notification (Figure 3.3)
Figure 3.3 Setting up a state notification

To create a completion rule:

  • Go to Settings > PIM > Completion rules
  • Click New completion rule in the toolbar to open the editing interface (Figure 4.1)
Figure 4.1 Creating a completion rule
  • Enter a name and optionally a description
  • Include a number of fields in the rule by moving them from the left column to the right column
  • Save

Fields which are included in the rule are considered complete as soon as they have a value. It is not possible to automatically gauge the quality of the data, of course.