Automation

Summary

Introducing the Rules Builder!

Our rules engine enables you to automate enrichment actions on specific product selections. To make it easier to use and boost your productivity, we are very glad to announce the introduction of a brand new user interface to directly manage your rules from within the PIM. 🍾

In just a few clicks, you are now autonomous to create, update and delete rules. This will certainly make rule management easier and faster for you. You will find this functionality in the Rules Builder tab after clicking on a rule in your rule grid.

Note the imports of YML files to create or update rules remain available.

 

Powerful new automated rule actions

CONCATENATE ATTRIBUTE VALUES AND FREE TEXTS

Writing product titles and descriptions can take time, but that was before! With the new concatenate rule action, you can now combine your attributes, add free-text fields and line breaks, and set the resulting value in another attribute. Very handy when you want to automate the creation of attractive product descriptions and other product content.

This can also be used to ensure your product information is always formatted the same way. For instance, with the creation of a rule to concatenate your product attributes Name + Color + Size and set this new value chain into your Product title attribute.

Last but not least, to avoid any mistake, you can preview the created content when setting up your rule.

CALCULATE ATTRIBUTE VALUES

From complex to simple calculations, the calculate rule action enables you to do mathematical operations to fill in attributes based on other attribute values. Multiply your length, width and height attributes to get a volume, or create a more complex calculation to forecast your margin. No more time wasted calculating values!

This new action comes with a round_precision parameter to allow you to round the final result of your rule operation(s). For example, set the number of decimal places you need or remove them all.

CLEAR PRODUCT VALUES

Automatically clear values from your attributes whatever their content (date, price, simple-select...) or from any other field, based on specific conditions with our new clear rule action. This new action also allows you to remove categories from a product, or ungroup/disassociate products from others automatically.

COPY AN ATTRIBUTE VALUE TO ANOTHER REGARDLESS OF THEIR ATTRIBUTE TYPES

You can now copy the value from an attribute type to another attribute type. For instance, you can create a rule to copy an option from a simple select attribute to a reference entity single link, instead of manually copy/pasting it. By automating the copy of values, you make sure you have the right data in the right place, this will get rid of some manual and error-prone tasks.

SET OR ADD ASSOCIATIONS

It was already possible to automatically set or add associations to products/product models/groups thanks to rules, but the format was a bit complex. So, we simplified the YML format so that it is easier for you to use those actions.

Improved rule conditions

NARROW DOWN YOUR RULE SELECTIONS

New condition filters are now available in the rules engine to help you better narrow down your product selection for a rule. For instance, you can now target specific product models or variants, or a list of product identifiers.

You can now filter on:

  • the entity type: to target product models or products and variant products,
  • family variants: to target products belonging to one or several family variants, or products with one or no family variant,
  • parents: to target specific product parents or products without parents
  • identifiers: to target specific products based on their product identifiers.

Don't hesitate to use these new filters. The more precise your rule conditions are, the faster they will be executed.

CONDITIONS WITH RELATIVE DATES

It was already possible to apply conditions on products and product models based on their creation date, updated date, or the content of a date attribute type. But we wanted to go further by allowing you to not only filter on specific dates but also on relative dates. With this new functionality, you are now able to apply an action on all the products created or updated for the past X days for instance.

Enhanced rule management

QUICKLY DUPLICATE YOUR RULES

Sometimes you can have very similar rules with just one different condition or action. In order to avoid rewriting the whole rule, you can now duplicate it in two clicks! What a time-saver, isn't it?

DEFINE A STATUS FOR YOUR RULES

You can now easily enable or disable your rules. Very useful when the creation or edition of your rule is not finished yet! Setting its status to disabled will pause the automatic execution of the rule. Once the rule is ready, you just have to enable it to let it run!

NAME YOUR RULES

You can now name your rules with a clear label. You can also define a rule's name per PIM locale enabled. The rule's label is visible in your rules grid and in your smart attributes: if you have international teams you can now make sure that they understand the purpose of a rule.

NEW ACTION TAGS FOR YOUR RULES

From now on, you can see at a glance the action type behind each rule (add, copy, concatenate, set, calculate, remove, clear) in the rules grid. To ease your readability, each action type has its own color. 😉

Smoother rule execution monitoring

Every time you run a rule, a rule execution operation row appears in your dashboard under the latest operations as well as in the process tracker. As with any other job or operation, the detailed execution page is only one click away. This execution page will inform you if the rule went well or if it generated any errors or warnings, and will tell you how to correct them.