Managing Classifications in a Channel

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Learning Objectives

  • Understand how to structure the classification to optimize navigation and data dissemination
  • Create, organize, and customize a classification hierarchy within a distribution channel
  • Manage nodes: add, modify, move

Now that you know how to create distribution channels suited for different purposes, let's look at how to design a classification hierarchy within a channel.

Just like the architecture of the PIM or DAM, the classification hierarchy of a channel groups product sheets, assets, and their associated data.

Before you begin, ask yourself the following questions:

  • What data do you want to distribute?
  • How should this data be organized?

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Good to know

  • Segmenting data in classifications helps to simplify navigation.
  • A classification can contain up to 10,000 elements to distribute.


1. Classification Architecture

Each channel has its own custom classification hierarchy.

When a new channel is created, it automatically includes a root node called "Root", which serves as the starting point for the entire classification hierarchy of the channel.

A classification node can contain:

  • Either classification sub-nodes,
  • Or data from the PIM, such as product sheets and/or assets.
Capture d’écran 2024-11-29 à 11.13.38.png

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Good to know

You can customize the classification hierarchy of a channel independently from that of the PIM or DAM in your Quable instance.



2. Add a New Classification Node

  • Select the root node
  • Click on + at the top right

Fill in the parameters:

  • code
  • name
  • defined by: manual or dynamic
Capture d’écran 2024-11-29 à 11.29.01.png

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Good to know

You can add as many classification nodes and sub-nodes as you wish.



3. Navigate Through the Classification

An arrow in front of a classification node indicates that it contains sub-nodes.

To explore the hierarchy, click the arrows to open a node and display its sub-nodes.

Nodes at the lowest level of the hierarchy do not show arrows. These are the nodes that allow data to be distributed, such as product sheets and/or assets.

Capture d’écran 2024-11-29 à 11.33.46.png


4. Rearrange the Classification

Using drag-and-drop, you can:

  • Change the order of classification nodes.
  • Move a classification node inside or outside another one.
Capture d’écran 2024-11-29 à 11.58.00.png

Once the reorganization is complete, a confirmation message will appear to validate your changes.

Capture d’écran 2024-11-29 à 11.58.06.png

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Good to know

Moving a classification node will automatically move all its sub-nodes.



5. Customize Classification Nodes

Each classification node can be customized:

  • Select the classification node.
  • Modify its code.
  • Modify its name.
  • Modify the attributes associated with the classification (optional).
Capture d’écran 2024-11-29 à 12.03.07.png

You can also associate a picture from your assets to illustrate the classification node:

  • Go to the Assets tab.
  • If the picture is already in the DAM, enter its name or code in the search bar.
  • If the picture is not yet in the DAM, click on the Upload a new asset button and upload it from your local machine.
Capture d’écran 2024-11-29 à 12.09.52.png


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In summary

  • Architecture

    • Each channel includes a root ("Root") containing all the classification nodes,
    • Each classification node can contain sub-nodes or data,
    • Each node, added via a dedicated button, is customizable (code, name, type),
    • Nodes can be moved and rearranged by drag-and-drop. Sub-nodes follow automatically,
    • The last levels are used to distribute data.
  • Customization

    • Nodes can be modified (code, name, attributes),
    • Nodes can be illustrated with assets from the DAM.
  • Best Practices

    • Segment content to improve navigation,
    • Technical limit: a classification can contain up to 10,000 elements.



Next Chapter

Now that you know how to manage classifications in a channel, let's explore how to Create Saved Search Lists.