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Learning Objectives

• Understand the role of attributes in structuring product sheets.
• Learn to create, organize, and manage hierarchical levels in product sheets.
• Gain expertise in adding and configuring attributes according to business needs and best practices.

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Overview

In the PIM, product sheet attributes carry all essential information: each attribute corresponds to a specific piece of data associated with the product. This can include technical specifications (weight, dimensions, material), marketing content (descriptions, images, videos), or sales channel-specific information (SKU, delivery times).

Organizing attributes into logical structures (tabs, sections, categories) is crucial for optimizing user navigation and productivity within the PIM. A well-structured product sheet enables teams to quickly find information, minimize errors, and maintain consistent data quality.

Attributes form the foundation of the product sheet: they define product characteristics and serve as a framework for storing its information. Their creation and organization ensure data centralization and the efficiency of your Quable PIM. Now, we will go through the following steps:

• Creating a new document type for product sheets,
• Organizing its hierarchical levels (tabs, sections, categories),
• Creating and managing attributes within the product sheet.

Follow these instructions to effectively structure your product sheet data.

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Good to Know

In this course, the terms "document" and "product sheet" refer to the same entity. A product sheet is a document with a specific document type, defined by the administrator.

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Creating a New Document Type

Accessing the Attributes Page

• Navigate to the administration menu and go to Data Model > Attributes.
  
• Ensure that you select the document object type.

Creating a New Document Type

• Click Add a Document Type at the top right panel.
  
• Fill out the form:
  • Name (required): Enter a clear name to identify this document type.
  • Code (required): Automatically generated or manually adjusted according to naming rules.
  • Abbreviation (required): Choose a two-letter abbreviation.
  • Description (optional): Add a description of the document type.
  • Variants (required): Specify whether this document type will support variants.
    
• Save: Click Add to register the new document type.

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Good to Know

• Keep document type names simple: use clear and explicit names.
• Plan ahead: review and validate the structure before deploying it in production.

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Creating and Configuring Hierarchical Levels

Hierarchical levels help structure documents into tabs, categories, and sections.

These levels are displayed as follows in the product sheet:

• In this illustration:
  • COLOR REFERENCE = Tab [Level 1]
  • GENERAL = Category [Level 2]
  • GENERAL INFORMATION = Section [Level 3]

Accessing the Document Type Hierarchy

• Select the created document type from the dropdown list.
  

Adding Levels

• Click the Add [Tab / Category / Section / Attribute] button at the desired location in the hierarchy:

Depending on the selected level, the Add button offers different options:

• Level 0: Defines the document type. Selecting it allows adding a Level 1 tab.
• Level 1: Defines a main tab. Selecting it allows adding a Level 2 category.
• Level 2: Defines a category within the tab. Selecting it allows adding a Level 3 section.
• Level 3: Defines a section within the category. Selecting it allows adding attributes.
• Level 4: Defines attributes.
  

Configuring Each Level’s Properties

• Name: Define a clear name.
• Code: Ensure it follows naming rules (only letters, numbers, underscores, and dashes are allowed).
• Reorganizing Levels: Drag and drop a level to adjust its position.

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Good to Know

• The five hierarchical levels are mandatory, and attributes are always placed at the lowest level.
• Organize levels according to business needs.
• Avoid overcrowding sections with too many attributes—create subsections to improve readability.
• Use consistent hierarchical codes with a clear naming convention.

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Creating and Managing Attributes

Attributes define the specific data contained in your documents.

Adding an Attribute

• Select a Level: In the hierarchy, click on the last level (i.e., a level 3 section) where you want to add an attribute.

• Add an Attribute: Click Add an attribute in the right panel.

• Configure the Attribute:

  
  • Name (mandatory): A clear and explicit name for the attribute.
  • Code (mandatory): Automatically generated or manually edited. The code must be unique (duplicates are not allowed).
  • Attribute Type (mandatory): Choose from the available types (text, date, checkbox, etc.).
  • Description (optional): Add a description of the attribute.

• Optional Properties:

  
  • Main Data: Makes the attribute visible in the product sheet header.
  
  • Mandatory: Makes the attribute required for saving. The attribute is marked with an asterisk (*) on the product sheet.
  
  • Can be used in the Search Filters: Enables the attribute’s data to be used in advanced search filters and widgets.
  • Editable in the PIM: Allows the attribute to be modified in the product sheet. If unchecked, the field is grayed out.
  
  • Visible in the PIM: The attribute is displayed on the product sheet.

• Save: Click Add to confirm.

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Good to Know

Localization: Translate the attribute label into multiple languages if needed using the localization function.

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Good to Know

• Choose appropriate attribute types that match the expected format (e.g., use Integer for a quantity, Localized Text for translated text).
• Avoid unnecessary attributes to keep data management simple. Ensure each attribute serves a specific need and is used in your business processes.
• Add help text for complex or specific attributes to help users understand their role without referring to the documentation.
• Check attribute access rights: Some sensitive attributes (e.g., prices, confidential codes) may require restricted visibility. Attributes may be visible or hidden based on user-specific permissions. For more information, see Managing User Access Rights.

Editing or Deleting an Attribute

• To edit an attribute:
  • Select the attribute in the hierarchy.
  • Modify its properties in the right panel.
  • Click Edit to save the changes.

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Good to Know

• The code and attribute type are final and cannot be changed after creation.
• The attributes <document_type_code>_name and <document_type_code>_description should not be deleted, but they can be hidden by disabling the "visible in the PIM" option.

• To delete an attribute:
  • Select the attribute in the hierarchy.
  • Click the ⁝ button (three dots) in the top right of the right panel.
  • Click Delete the Attribute to remove it.
    

❗️ Irreversible Action: Deleting an attribute permanently removes it from the document type, along with any values it holds in product sheets.

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Best Practices

• Organization: Use explicit names to make data navigation and identification easier on a product sheet.
• Code Creation Rules: Avoid prohibited special characters (only letters, numbers, underscores, and dashes are allowed) to prevent conflicts.
• Limits: Adhere to system constraints:
  • Maximum of 10,000 attributes per PIM.
  • Maximum of 2,000 attributes per document type.
• Documentation: Successful PIM deployment requires mastering data management processes. Check the functional documentation for detailed information about attributes: Quable Documentation.
• Use the attributes page’s search bar to quickly find an attribute in your data structure.

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In Summary

Create a new document type

• Go to Data Model > Attributes to create a new document type.
• Fill in the form (name, code, description, etc.) and save.

Organize hierarchical levels

• Structure the sheets into tabs (level 1), sections (level 2), and subsections (level 3).
• Configure and reorganize these levels by dragging and dropping.
• Follow clear naming conventions and avoid overloading sections.

Create and manage attributes

• Add attributes to a section (level 3) of a product sheet.
• Configure each attribute (name, type, visibility, localization, etc.).
• Avoid unnecessary attributes and follow the limits (2,000 attributes max per document type).

Modify or delete attributes

• Modifications are possible afterward, except for the code and attribute type.
• Deleting an attribute is irreversible and removes associated data.

Best practices

• Simplify navigation by organizing data according to business needs and placing key information in the first tabs.
• Check access rights for sensitive attributes to avoid errors or data leakage.

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Next Chapter

Now that you know how to create and manage product sheet structures, let’s move on to Creating and Managing Attribute Sets.