Help users find products quickly by shaping how they browse a Portfolio. This article shows you how to choose the Categories displayed in the navigation menu and which Attributes users can filter products by, in the order that suits your catalog.
For example, a tool distributor can show only its "Power tools", "Hand tools" and "Accessories" Categories in the menu, and offer the Brand, Voltage and Price filters first in the filter sidebar.
You need the Administrator role to configure navigation and filters. Both settings are defined for each Portfolio.
Configure the navigation menu
The navigation menu shows the Categories users can browse at the top of Digital Showroom. You choose a Category tree from Akeneo PIM, then the Categories of that tree to display.
- Go to Admin > Portfolios and click the Portfolio you want to configure.
- Click Navigation in the left sidebar.
- Open the Category tree dropdown and select a Category tree, or All categories to use every tree. You can search the list by name.
- In the tree, check each Category you want to show in the menu and uncheck the others.
- Check the result in Live preview · what your users see.
- Click Save.
To speed up your selection:
- Click Select all or Deselect all to check or uncheck every Category of the tree.
- Click Select with subcategories or Deselect with subcategories on a Category to apply the change to its whole branch.
- Follow the counter, for example "12 of 40 selected", to see how many Categories the menu will show.
How the menu is built
- Each Category is selected independently. Checking a parent does not check its children, and the other way around.
- Unchecked parents are skipped. When you uncheck a parent, its selected subcategories move up one level in the menu. For example, if you uncheck "Furniture" but keep "Chairs" and "Tables", these two appear at the top level of the menu.
- The menu has up to 3 levels. A Category that would land below the third level of the menu is greyed out and cannot be selected.
- Empty Categories are hidden. Categories without products in the Portfolio are hidden from users automatically, even if you selected them.
- At least one Category is required. If none is selected, the message "Select at least one category to display in the navigation bar." appears and you cannot save.
When you choose another Category tree, all the Categories of the new tree are selected. Uncheck the ones you do not need before saving.
The navigation menu helps users browse, but it does not limit the products of the Portfolio. Products outside the selected Categories can still be found with the search bar and the filters. To restrict the products themselves, add a Categories rule in the Portfolio's product filters. See Portfolio settings and Attribute selection.
If a selected Category is deleted from the PIM catalog, Digital Showroom removes it from the menu and shows a System changes detected banner at the top of the Portfolio's pages.
Configure the navigation filters
Navigation filters appear in the filter sidebar of the product gallery. Users combine them to narrow down the products displayed.
Only Attributes turned on in the Portfolio's Attribute selection can be used as navigation filters. If none is available, click Go to attributes selection to turn some on first.
- Click Navigation filters in the left sidebar.
- In Available Filters, search for an Attribute by label or code.
- Check each Attribute you want to offer as a filter. It moves to Selected Filters.
- In Selected Filters, drag the filters by their handle to set the order users see.
- To remove a filter, uncheck it.
- Click Save.
You can select up to 30 navigation filters per Portfolio. The counter next to Selected Filters shows how many you use.
Supported Attribute types
| Attribute type | What users can do |
|---|---|
| Family | Select one or more Families. |
| Simple select, Multi select | Select one or more options. |
| Reference entity, Reference entities | Select one or more records. |
| Yes/No | Filter on yes or no. |
| Number, Metric, Price | Filter on a range of values. |
| Identifier | Paste a list of up to 200 identifiers, for example SKUs copied from a spreadsheet, to see only those products. Matching is exact and case-sensitive. |
| Table | Filter on the table's select, yes/no or reference entity columns. A Table Attribute is only offered if it has at least one such column. |
Text, Textarea, Date, Image, File, Assets and Product link Attributes cannot be used as navigation filters.
The Family filter
The Family filter lets users filter products by their PIM Family. It appears at the top of Available Filters when Family is turned on in the System group of the Attribute selection.
What users see
Users find your navigation filters in the filter sidebar of the product gallery, in the order you set. If you turn off an Attribute in the Attribute selection, its filter is removed automatically. To learn how users apply filters, see Search and filter products.