Rules
DCKAP PIM 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.
Rules in DCKAP PIM are of two types :
Simple Rule : The rule created will be applicable to all products in DCKAP PIM.
Channel Based Rules : The rule created will be applicable to products assigned to particular channels.
How to create a new rule in DCKAP PIM?
The right side page displays the 'Channel Base Rule' and select a channel and click on the 'Create' button.
Or else, Click on 'Simple Rule' button then you will be redirected to 'Create Rule' page.
Enter the required fields like.
TITLE | DESCRIPTION |
---|---|
Name | Enter a unique name as an identity for the rule to be created. |
Conditions | Conditions are used to specify the conditions for rules.
|
Actions | Actions are used to create actions for the given conditions. Like conditions, you can add any number of actions. |
Events and Schedulers | 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 a Product Update Event from the drop-down, the aforementioned actions will occur whenever a Product Update occurs. |
Click on the 'Save' button to save the information and create rules. Users can also click on 'Cancel' to reset all the information and return to the main screen.
How to view created rules in DCKAP PIM?
Once 'Rules' are created, they will be listed in the rules table view.
Click on the 'Eye' icon to view a rule in detail.
From the rules view 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.
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.
Cloning in DCKAP PIM
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.
Navigate to "Rules" from the left sidebar in DCKAP PIM.
Click on the 'Clone' icon from the table.
A popup appears where you can rename the rule that you wish to duplicate.
A duplicate rule is now created and ready to be edited from the tabular view.
Scheduler in DCKAP PIM
A 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.
Navigate to "Rules" from the left sidebar in DCKAP PIM.
Click on the 'Pencil' icon from the table as shown in the image.
Click on 'Scheduler' 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.
Use cases of rules with rules attributes
Rules help you to perform bulk actions using preset conditions and actions. You can assign conditions based on product attributes like,
Number
Text attribute
Text area/ Rich text attribute
Multi-select and so on in DCKAP PIM.
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