How to create and manage completeness attributes in Plytix to easily track and monitor your product's status
Completeness attributes are great to keep track of a product's readiness for different purposes - e.g. tracking whether a product is ready to move from "draft" to "published," whether it has all the media and information needed to be shared on your website, or if it contains all the required fields for Shopify, to cite just a few examples. A completeness attribute is made up of other attributes and as you fill in information for those attributes, the completeness percentage grows. You can create as many Completeness Attributes as you'd like to help track your products.
Creating a Completeness Attribute
Editing a Completeness Attribute
Viewing a Completeness Attribute
Filtering Products Using a Completeness Attribute
Working with Completeness Attributes and Product Families
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Creating a Completeness Attribute
To create a Completeness Attribute follow these steps:
- Navigate to 'Settings' in the top menu.
- The Settings area will automatically open in the "Attributes" section. If not, you may not have permissions to manage attributes.
- Click the '+ Create attribute' button in the top left corner.
- Choose "Completeness Attribute".
- Name your attribute. A label will be automatically generated (you can change the name of your attribute at any time, but you are unable to change the label). Click 'Next'.
- Under "Available attributes" select the attributes you want to define your completion. These will be shown on the right under "Selected attributes".
- Click 'Create Attribute'.
π‘ We suggest naming this attribute referencing the outcome of the completion (Amazon, Web Ready, Spring Catalog, etc).
Editing a Completeness Attribute
To edit a Completeness Attribute follow the steps to modify an attribute.
β οΈ Modifying an attribute will modify it across the entire PIM. This can alter products in Smart Lists.
Viewing Completeness Attributes
To view a Completeness Attribute you can:
1. Add it to your product table view
2. See it on the "Attributes" tab of the Product Detail page.
To view which attributes are missing in a completeness attribute:
- Click on the 'Attributes' tab on the product detail page.
- On the "Attribute Group" menu on the top, choose 'All custom attributes' or any attribute group that contains a completeness attribute.
- On the right side of the page you will see the completeness attributes listed. Click on one to expand the attributes that make up the completeness and see which have missing information.
π‘ Create attribute groups with all essential attributes that make up a completeness attribute to quickly find and fill in missing information.
Filtering your products using a Completeness Attribute
You can use the Completeness Attributes to filter through your products. This helps you to identify which products have all the information complete and which are missing information.
To do this:
1. Navigate to the Product Overview page
2. On the left "Filters" menu select the Completeness Attribute you want to filter by. A second dropdown will appear below.
3. Select the condition you'd like to filter by (e.g. is not equal to 100).
π‘ Make sure to add the completeness attribute you are using to filter in your table view to get an immediate overview.
Once you have applied a completeness attribute filter, you can simply check which information is still missing for specific products by hovering over the completeness chart of a product and it will display which attributes are complete and which ones are still missing information.
π‘ Use these filters to create dynamic product lists for internal use as well as to ensure you only send/share products that reach 100% completeness.
Working with Completeness Attributes and Product Families
You may want to use completeness attributes to assess the product readiness within your product families.
If you are interested in working with completeness attributes in product families, please keep in mind that you can add a completeness attribute to an attribute group, but you canβt add it to a family. In this case, the best way to manage a completeness attribute to assess product readiness within a specific to a family is to create a personalized table view for each family that you wish to view the completeness for.
To do that:
1. Select the family you wish to view in your Product Overview Page.
2. Click "Edit columns" and add the completeness attribute you want to view.
3. Drag and drop it to view it in earlier columns to find it easily. Click "Save columns"
4. After editing your columns, click "Save view" in the bottom left of the page. Click "Create new".
5. Give your new view a name that will easily be recognizable for the purpose of the view such as "(Family Name) (Completeness)". Click "Save view".
This way, you can switch between specific families and click on your saved view that includes the completeness attribute that is relevant for you.
You can choose to view any attributes you like by customizing your columns in your Product Overview Page, regardless of whether or not an attribute belongs to a specific family you select. However, this is different in your product detail page. If a product belongs to a family, and there are one or more attributes within a completeness attribute that do not belong to said family, then, the completeness attribute will not appear in that product's detail page (even if it shows up on the table view of the product overview page).
What's next?
- Learn how to add your completeness attributes into groups
- Learn about other attribute types.
- Use dynamic smart lists to only share products that are ready to be shared
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