Each Portfolio starts with two foundations: its settings, which define who can access it and which products it contains, and its Attribute selection, which defines the product information users see. This article shows you how to set the Portfolio name, Channel, Locales, currencies, User Groups and product filters, then how to choose and order the Attributes displayed in Digital Showroom.
For example, a furniture wholesaler can create a "Contract furniture" Portfolio on its B2B Channel, in English and French, priced in EUR, restricted to the Families "Office chairs" and "Desks", and shared only with its Key accounts User Group.
You need the Administrator role to change Portfolio settings. To create a Portfolio first, see Manage your Portfolios.
Open the Portfolio settings
- Go to Admin > Portfolios and click the Portfolio you want to configure.
- Click Portfolio settings in the left sidebar.
The page holds the Portfolio name, Channel, Locales, currencies, User Groups and product filters. Fields marked with an asterisk are required. When you are done, click Save.
Set the name, Channel, Locales and currencies
| Field | What it does |
|---|---|
| Portfolio name | The name users see in the Portfolio selector. It must be unique: if it is already used, the message "This name is already used" appears and you cannot save. |
| Channel | The PIM Channel the Portfolio reads its product data from. It determines the Locales and currencies available. |
| Available locales | The languages users can browse the Portfolio in. You can only pick Locales of the selected Channel. At least one is required. |
| Available currencies | The currencies users can see and filter prices in. You can only pick currencies of the selected Channel. At least one is required. |
When you select another Channel, all of its Locales and currencies are selected automatically. Remove the ones this Portfolio does not need, then click Save.
The Channel also sets the outer limit of the Portfolio: only products classified in the Channel's Category tree in Akeneo PIM can appear. Product filters then narrow the selection inside that limit.
If a Locale is removed from the PIM catalog, Digital Showroom removes it from the Portfolio automatically and shows a System changes detected banner at the top of the Portfolio's pages. Click Show details to see what changed.
Give User Groups access
Only users who belong to one of the Portfolio's User Groups can open it.
- In User groups, search for a User Group and select it.
- Repeat for each User Group that needs access.
- To remove access, remove the User Group from the selection.
- Click Save.
To create User Groups and add users to them, see Manage User Groups.
Define the products with product filters
Product filters are rules that decide which products of the Channel belong to the Portfolio. Without any rule, the Portfolio contains every product of the Channel's Category tree.
- In Product filters, click Add filter.
- In Select attribute, choose an Attribute. Attributes are grouped by Attribute Group, and you can search them by label or code.
- In Select operator, choose an operator.
- Enter or select the value.
- Repeat for each rule you need, up to 10 rules. The counter next to Product filters shows how many you use.
- Click Save.
To delete a rule, click the Remove filter icon (X) next to it, then click Save.
A product must match all rules to be in the Portfolio. For example, with the rules "Color is any of Blue" and "Price is greater than 50 EUR", only blue products priced above 50 EUR are included.
Product filters can use any Attribute of your PIM catalog, even one that is not in the Portfolio's Attribute selection. For Attributes whose values vary by Locale or Channel, the rule reads the value of the Portfolio's Channel, in the Locale the user browses in.
A rule must have a value before you can save. If a value is missing, the message "This rule needs a value. Fill it in or remove the rule." appears under the rule and Save stays disabled.
Operators by Attribute type
The operators available depend on the type of the Attribute you choose.
| Attribute type | Operators |
|---|---|
| Family | is any of, is none of |
| Categories | is any of |
| Identifier | is any of (pasted list of identifiers) |
| Text | is empty, is not empty |
| Number | is less than, is greater than, is empty, is not empty |
| Metric, Price | is less than, is greater than, is between, is not between, is empty, is not empty |
| Yes/No | is, is not |
| Date | is, is not, is less than, is greater than, is empty, is not empty |
| Simple select, Multi select | is any of, is none of, is empty, is not empty |
| Reference entity, Reference entities | is any of, is none of, is empty, is not empty |
Textarea, Image, File, Assets, Product link and Table Attributes cannot be used in product filters.
- Price: each price rule also needs a currency. If no currency is available, price Attributes are disabled in the list and labeled "No currency configured".
- Metric: enter the value in the Attribute's default unit, shown next to the field.
- Categories: a product matches when it is classified directly in one of the selected Categories. To include the subcategories too, click Select with subcategories on the parent Category.
Filter products by a list of identifiers
Use an identifier rule when you already know the exact products to include, for example a list of SKUs exported from your ERP or sent by a buyer.
- Click Add filter and choose an identifier Attribute, such as your SKU or EAN Attribute.
- Keep the is any of operator.
- Paste your identifiers into the field. Separate them with commas, semicolons, tabs or line breaks, so a column copied from a spreadsheet works as is. You can also type an identifier and press Enter.
- Check the counter under the field, for example "250 of 1000 identifiers".
- Click Save.
- A rule holds up to 1,000 identifiers. Above that, the message "Too many identifiers: keep at most 1000." appears and you cannot save.
- Duplicates and blank entries are removed automatically.
- Matching is exact and case-sensitive: sku-1 does not match SKU-1.
- Each identifier Attribute is matched separately: a list of EANs only matches when you choose the EAN Attribute.
When no product matches
If no product matches all your rules, the Portfolio is empty and users see "No products found" in the product gallery. Click Preview Portfolio at the top of the page to check the result as a user, then loosen or remove a rule if needed.
If an Attribute used in a rule is deleted from the PIM, or its type changes, Digital Showroom removes the rule automatically and the System changes detected banner tells you which rule was removed.
Choose the Attributes users see
The Attribute selection lists the Attributes displayed in this Portfolio. The other Attributes stay hidden from users.
- Click Attribute selection in the left sidebar.
- Search for an Attribute by label or code, or click Expand all groups to browse all Attribute Groups.
- Turn on the toggle in the Visible in the app column for each Attribute you want to show.
- To show or hide a whole Attribute Group, use the toggle next to the group name.
- Click Save.
When only some Attributes of a group are on, the group toggle turns yellow and sits halfway. Clicking it turns on every Attribute of the group; clicking it again turns them all off.
The System group contains Family and Categories. Turn on Family if you want to offer it as a navigation filter.
Order Attribute Groups and Attributes
By default, Attribute Groups and Attributes follow the order defined in the PIM. You can set a different order for this Portfolio.
- To move an Attribute Group, drag it by the handle on the left of its name.
- To move an Attribute inside its group, expand the group and drag the Attribute by the handle at the start of its row.
- Click Save.
Users see this order in the product details page and in PDF exports. Only the order of Attributes that are turned on is saved.
What the Attribute selection controls
Turning on an Attribute makes it visible on the product details page and searchable from the search bar. It also makes the Attribute available in the other Portfolio settings:
- Navigation filters: the Attributes users can filter by. See Configure navigation and filters.
- Product gallery: the Attributes shown on product cards and as table columns.
- Product details: the featured Attributes and the product label.
- Sharing settings: the Attributes included in PDF and Excel exports. See Configure sharing settings.
Product filters and Ranking Rules do not depend on the Attribute selection: they can use any supported Attribute.
When you turn off an Attribute and save, it is also removed from the navigation filters, product gallery, product details and export settings that used it. It disappears from the Private Showrooms of this Portfolio as well. Turning it back on does not restore these settings: add it again where you need it.