flexiPIM Rules
are used to bulk edit products by defining conditions. For example, If you want to
assign selected products to the Black Friday Sale
on your e-commerce front, you may do so by creating
a rule based on attributes or family using simple logical conditions. Look out for an example as we
proceed further with the steps.
Simple Rule
- The rule created will be applicable to all products in flexiPIMChannel Based Rules
- The rule created will be applicable to products assigned to particular channels.Step 1: Login with your credentials
Step 2: Hover over the left sidebar on the flexiPIM dashboard to access the
'Associations' menu.
Step 3: Click on 'Associations' to expand, then click 'Rules'
Step 4: On top right corner of the table, click the 'Create' button. A drop-down menu
appears, choose the type of rule you wish to create, either Simple or Channel
based.
Step 5: The 'Create Rule' page appears.
Enter a unique name as an identity for the rule to be created.
Conditions are used to specify the conditions for rules.
Anyone
and All
. All
. Anyone
. (+)
symbol to add conditions. A new row is added where you can choose the conditions. For example, If All
Conditions are True (+) Where Family
=
Clothing
as shown below is the
condition statement.
Actions are used to create actions for the given conditions. Like conditions, you can add any number of actions. The images below show an example of the stepwise creation of actions.
Step 1 | Step 2 | Step 3 |
---|---|---|
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The creation of actions can have n number of permutations and combinations based on the conditions and the action you want to perform.
Events & Scheduler allows you to automate rules whenever an event occurs. Select the event from the drop-down list as shown below.
For example, When you choose Product Update Event
from the dropdown, the aforementioned
actions will occur whenever a Product Update
occurs.
Step 6: Enter the required fields
Step 7: Click on the 'Save' button
Step 1: Once 'Rules' are created, they will be listed in the rules table view.
Step 2: Click on the 'Eye' icon to view a rule in detail.
Step 3: From the rules preview page, you can execute rules by clicking
on the 'Execute' button on the top right of the page. If the
rule is currently running, this button will be disabled until the rule
execution completes.
Step 4: In the affected Product section, you can find a list of products
affected by executing rules. In the log page, you can find a log
of rules executed in the past.
Duplicate a rule using this feature from the Rules page. This comes in handy when you want to create two similar rules with a few additions or deletions in them.
Rules
from the left side bar in flexiPIMA rule scheduler helps you set the frequency of running a rule. It comes in handy when you wish to run a rule at regular intervals of time.
Rules
from the left side bar in flexiPIMpencil
icon from the table as shown in the image belowScheduler
as shown below and you will see a drop-down menu with options like
an nth minute, hour, day, week, and so on from which you can choose the desired
frequency of running a rule.Rules help you to perform bulk actions using preset conditions and actions. You can assign conditions based on product attributes like number, text, text area, and so on within flexiPIM.
Assign conditions for the products holding the number attribute. Below is an example of executing a rule based on the number attribute.
Step 1: In this example, you are executing a rule to change the 'Completeness status'
of products that have weight in between 1 to 200 (where 1 and 200 are included)
to 'Ready.'
Step 2: Refer to 'How to create a new rule' on this page for step by step procedure.
Step 3: You will have the following options to select for a 'Number attribute' -
'BigCommerce weight' in this case.
Actions | Description |
---|---|
Equal to = | Attribute value equal to 1 |
Not equal to != | Attribute value not equal to 1 |
Lesser than < | Attribute value lesser than 10. Excludes the number 10. |
Lesser than or equal to <= | Attribute value lesser than or equal to 10. Includes the number 10. |
Greater than > | Attribute value greater than 10. Excludes the number 10 |
Greater than or equal to >= | Attribute value more than or equal to 10. Includes the number 10 |
In between | Attribute values in between two numbers say 1 and 10. Includes 1 and 10. |
Not in between | Attributes values other than those between two given numbers. |
Is Null | The attribute value is empty |
Step 4: Assign the conditions and actions as shown below and click on 'Save'.
Step 5: On the 'Rules' main page, click on view to see the details as shown below.
Step 6: You will see the list of products affected by this rule. Click on execute and
the rule gets applied to the list of products.
Step 7: On the 'Products' page you can see the changes affected by the rule. You can
also view the changes by clicking on the pencil icon corresponding to the product.
The procedure for executing rules is the same for all attributes. Here are the values using which you can set rules based on the text attribute.
{info}
Note:
The attribute values are not case sensitive. You can set rules by attribute values using full or partial words (For eg, available or avai or a).
Avai
as the text attribute value for example,Actions | Description |
---|---|
Equal to = | Attribute value same as Avai |
Not equal to != | Text field value not same as Avai |
Contains | Text field value containing Avai |
Start with | Text field value starting with Avai |
End with | Text field value ending with Avai |
Is null | The text field value is empty |
Not contains | Text field values that do not contain the word Avai |
Text area attribute is similar to text attribute but only used for phrases, longer text, or descriptions. The attribute values for this attribute are the same as those for text attributes.
Available
as the text attribute value for example,Actions | Description |
---|---|
Equal to = | Text area same as Available |
Not equal to != | Text area not same as Available |
Contains | Text area containing Available |
Start with | Text area starting with Available |
End with | Text area ending with Available |
Is null | The text field value is empty |
Not contains | Text areas that do not contain the word Available |
Assign conditions for products holding the multi-select attributes. Take a look at the example below. The procedure to execute a rule remains the same as in the previous examples.
This a list of products holding the multi-select attribute- Multiple Colour Options
with different color options in them.
Actions | Description |
---|---|
Equal | Products having only the values Red and Green will be affected. In this case Product 4 |
Not Equal | Products having only the values Red and Green will be affected. Product 4 Products, not containing the exact values Red and Green will be affected. In this case Product 1,2,3,5,6,7 |
In | Products that have both values Red and Green will be affected. In this case, Product 1,4 |
Not In | Products that do not have Red and Green as a combination will be affected. Product 2,3,5,6,7 |
Contain | Products that have either one of the values Red or Green will be affected. Product 1,2,3,4,5,7 |
Not Contain | Products that contain even one of the values Red or Green will NOT be affected. Product 6. |
Is Null | Products that do not contain any multi-select values will be affected. |