TB.One > Setup, Configuration & User Accounts > Dynamic Article List Filters > CONFIGURING DYNAMIC ARTICLE LIST FILTERS

CONFIGURING DYNAMIC ARTICLE LIST FILTERS

After activating the dynamic article list filters, you can configure them. Access the filters on your article list at "Articles > Article list".

The Filter Section

In the filter menu, add and remove filters according to your needs. Select up to eight search criteria from an extensive list in the drop-down menu "Add search"(see Figure 1).

ATTENTION:
If you try to select more than eight search criteria, a message at the top edge of the filter menu will remind you that you have reached the maximum:

Use the following two icons to add and remove search criteria and selection fields:

Remove

Add

TIP:
Most of your selected search criteria can be configured individually. To do so, use the respective settings using radio buttons, drop-down lists, free text fields, and list entries - as described in the following sections.

Radio Buttons

Some search criteria are defined in more detail using radio buttons:

Select the radio button for the rule that is to apply to the dynamic filters (the active button is filled in with a blue circle).

In the following example for “Article activation” (see Figure 2), all active articles are selected from the article list:

With some search criteria, you can define additional filter rules using and (both rules must apply) or or (one of the rules must apply) to filter by multiple characteristics.

Furthermore, you can define whether the respective criterion applies to “Product”, “Articles” or “Both”, see the example “Attribute” (see Figure 3):

Fig.3: Example of multiple radio buttons.

Drop-Down Menu Selection With Or Without Free Text Field

Several search criteria contain drop-down menus that facilitate precise configuration of the filter.

Individual information in free text fields

Besides simple drop-down lists, there are drop-down menus with an associated free text field. The drop-down menu defines a rule for the value in the free text field. This lets you customize the dynamic filter, as you can see in the example “Product designation” (see Figure 4):

Fig.4: Drop-down menu with free text field

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Generally, you can search by entering only the first digits of numbers and the first letters of words in the free text fields.

Matching using text entries and values using search parameters

For some search criteria, parameters are available in the drop-down that allow filtering using "Collations" and "Comparisons" to the entered texts and values, like "contains", "equal" or "less".

EXAMPLE:
In the component filter, select the parameter "equal" from the drop-down to find exact matches for your search term, like a specific component value. The example below (see Figure 5) shows a search for products with the value "XL" for the component "Size" (exact matches).

Fig.5: Example for using search parameters

List Entry

For some of the search criteria, you can enter lists of values, for example, a list of article numbers.

The icon for the list entry is located on the right side of the filter menu at the respective criterion (see Figure 6).

Clicking the list entry icon , opens a pop-up menu. Copy the list of search terms from a CSV file, select the separator, and confirm with "APPLY" (see Figure 7).

ATTENTION:
The list may contain a maximum of 9,000 numbers/terms.

Channel-Specific Filter Settings

Some of the search criteria are channel-specific. This means, you have to select channels along with the criteria. If no channel was selected, you will be reminded to do so in a pop-up menu, see the following example “Product activation” (see Figure 8):

EXAMPLE: Examples of channel-specific filter criteria:
Article activation (channel), Channel article number, Channel purchase price, Commission, Product activation, Retail price.

The Action Buttons

This section describes the function of the buttons at the bottom of the filter menu (see Figure 9).

"SEARCH": Applying Filters

When you have selected and configured your criteria, click "SEARCH". The filtered article list is displayed and the filter menu is hidden.

TIP:
If you want to return to the filter menu, click the icon.

ATTENTION:
Complex searches in an extensive article list might take a moment.

"Impatient multiple clicks" on the filter menu icon must be avoided in the meantime. Otherwise, this might interfere with the filtering process and lead to incorrect results.

"RESET FILTER" and "DISCARD CHANGES"

“RESET FILTER”:
All settings you have defined for the search criteria are removed. The selected search criteria remain.

“DISCARD CHANGES”:
All changes to the filter made after the last search are removed. The search filter is restored to the status of the earlier search.

"SEARCH PROFILES": Save Filter Settings

You can save your filter settings as search profiles and recall them later to run searches.

Click the button "SEARCH PROFILES":

The pop-up menu "Search profiles" appears (see Figure 10).

Select the operation you want to put into effect and click "NEXT". Give your search a unique name and click "SAVE" (see Figure 11).

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You can also use this pop-up menu to delete, rename, or replace existing search profiles.