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Creating catalogs using filters

You can create individual user catalogs by defining a filter. When you apply the filter a user catalog is created with all products that correspond to the search criteria that you have defined in the filter. You can create several filters and use as many filters as you want to create a catalog.

Note: The filter works on the basis of a full-text index. If you have not created a full-text index, you cannot use the filter.

On the Catalog administration page, cick the link Catalog filter.

The Catalog filter page is displayed.

Creating and editing a filter

  1. Click:
    • the button New entry, to create a new filter
    • the icon to edit an existing filter

    The Catalog filter page is displayed.

  2. Enter a name for the filter.

    In the field Suffix you can enter a suffix that will be added as a final syllable to the name of the new catalogs.

  3. Select the option:
    • Replace existing catalogs by default, if old catalogs should be replaced by the filter
    • Apply to all catalogs, if the filter should apply to all user catalogs
  4. Enter your search criteria in the section Filter conditions.

    Click to add a new filter line,   to delete a line and to add an OR link. For more information, see Searching for information in the user guide General information for all users.

  5. Click Save.

    The filter is displayed on the Catalog filter page.

Applying a filter

  1. On the Catalog filter page, activate all filters that you want to use to create the catalog.
  2. Click the Filter button.

    The Catalog filter page is displayed.

  3. On the Catalogs tab, select  to all catalogs that the filter should to apply to. If you selected the option Apply to all catalogs for the filter, all catalogs are automatically selected.

    Click the icon   below the check-boxes to select all catalogs or the icon  to cancel your selection.

  4. Click the Next button.

    The Filter tab is displayed.

  5. Select the filters that should be applied to the catalogs and click the Next button.

    The New catalogs tab is displayed.

  6. Select the new catalogs that should be created and, if the existing catalogs should be replaced, activate the option Replace existing catalog.
  7. Click the Next button.

    The Done tab is displayed.

    A scheduled task is started that creates the new catalogs. When this task has run, the new catalogs are displayed in the user catalogs lists (see Creating and editing user catalogs).

  8. Click the Close button.

See also

Creating and editing supplier catalogs

Creating and editing user catalogs

Creating and editing catalogs in catalog editor

Changing catalog assignments for users and companies

Deleting catalogs