Saturday, September 8, 2018

What are the types of Category Descriptors and how can they be created and modified in iProc?

There are two types of Descriptors:

  • Base 
  • Local.

Base descriptors, such as 'Supplier', apply to all items or services in the catalog. Local descriptors, such as 'Ink Color', apply only to items within a specific category, and thus can vary from one category to another. However it is possible for categories to share a local descriptor.

To create and edit Dase Descriptors:

  • In the Schema Editor page, make sure that a category is not selected; otherwise, you will be creating a local descriptor.
  • Click Edit Base Descriptors. The Descriptor Editor opens.
  • If you are creating a new descriptor:
  1. Enter a new descriptor name in the New Descriptor field
  2. Select a descriptor type of 'String' if the descriptor is all text, or 'Numeric' if it contains numbers
  3. Select 'Visible' or 'Hidden' to control whether the descriptor displays in the Search Results page when searching for items
  4. Click the Create button. The new descriptor will be listed in the Descriptors scroll box; furthermore, a new field is added with a null value for all items in the category.
  5. If you are editing an existing Descriptor:
  • Select the descriptor in the scroll box
  • Use the Rename, Delete, or Set buttons to modify the descriptor.Select 'Visible' or 'Hidden' to control whether the descriptor displays in the Search Results page when searching for items
To create and edit Local Descriptors:

  • In the Schema Editor page, search for and select a category.
  • Click Edit Local Descriptors for this category. The Descriptor Editor appears; any local descriptors that already exist for the category will be listed at this time.
  • If you are creating a new descriptor:
  1. Enter a new descriptor name in the New Descriptor field.
  2. Select a descriptor type of 'String' if the descriptor is all text, or 'Numeric' if it contains numbers. 
  3. Select 'Visible' or 'Hidden' to control whether the descriptor displays in the Search Results page when searching for items. 
  4. Click the Create button. The new descriptor will be listed in the Descriptors scroll box; furthermore, a new field is added with a null value for all items in the category.
  5. If you are editing an existing Descriptor:
  • Select the descriptor in the scroll box. 
  • Use the Rename, Delete, or Set buttons to modify the descriptor.
  • Select 'Visible' or 'Hidden' to control whether the descriptor displays in the Search Results page when searching for items.

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