During data entry for a product, it can be needed to classify the product using category hierarchies. In a data entry workflow, you can add the needed product attributes.

If the EcoResProduct table is part of your workflow document records, you can add product attributes to a field group. The product attributes are added as 'Virtual' field to the field group and workflow document.

To be able to define product attributes during data entry, you must also add these fields to the same field group:

  • Category hierarchy
  • Category

With the Select fields function of the step, you can select these fields from the Product categories page.


Standard procedure

1. Go to Data entry workflow > Design > Data entry workflow templates.
2. In the list, click the link of the desired data entry workflow template.
3. On the Action Pane, click Versions.
4. Click Edit.
5. In the Steps section, in the tree, select the desired field group.
6. On the Fields tab, click Add.
7. Click Product attribute.
8.

Use these fields to filter the product attributes:

  • Category hierarchy
  • Category
  • Not included in template
  In the Category hierarchy field, enter or select the desired category hierarchy.
9. In the Category field, enter or select the desired category.
10. You can show only the product attributes that are not yet added to the data entry workflow template.
  Select the Not included on template check box.
 

Note: Also, the product attributes that are added to other field groups in the data entry workflow template are not shown.

11. In the Available list, find and select the desired product attributes.
12. Click Add (->).
13. Click OK.

Notes

You cannot define conditions for product attribute fields.

Related to Notes

Add field to field group

 

Provide feedback