- Created by Morten Lindequist Køhler, last modified by Zoltan Mikolas on Mar 11, 2024
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Item Editor
Any item in a grid can be opened in an item editor. To do so, select Open Item from the item’s right-click menu or use the shortcut CTRL+Enter. This will open the item’s Masterdata page.
You can open multiple item editor windows at the same time. Item editor windows can be dragged and resized (as shown by the red frame and the arrow in the screenshot below).
Feature groups
Features are grouped in so-called “Top View Groups”. These are available in the main menu on the left. Notice the following:
“Show all” loads all data on the item
Clicking a specific group loads only data from the selected group
The item editor remembers the last group you selected. When you close and open the item editor again, the last selected group is automatically selected
Hierarchy
In the top left corner, you can see which item you have opened. You can also see if the item is a child of one or more parents. You can move up the hierarchy and manage data for a parent by clicking the name of the parent item.
The item editor displays all available information (you have access to) for the opened item.
Languages
The globe icon in the top right corner opens a menu where you can select which languages you want to see in the item editor. Selected languages (and localized data) are loaded in separate columns as long as they can fit within the width of the item editor.
If you select more languages than can be fitted horizontally, the item editor switches to a “stacked” mode. In this mode, localized fields are loaded vertically above each other:
Managing data
Item data is generally managed identically to how you do single-cell editing in grid. Please refer to section Managing item data - single-cell editing for details. A few exceptions exist. These are explained below.
Selectable values
Selectable values are shown as cards in the item editor.
When you hover a card, you have the option to remove the value (click the X) or open the selectable item in an overlay (click the expand icon). The last option opens the selectable item in an overlay on top of the existing item editor (overlayed item editors become progressively smaller):
TECH NOTE: According to the setup of filtered values, selectable overlays normally present “legal” values only. However, there may a number of reasons why a currently existing value has become “illegal”. Such “illegal” values appear in the overlay in a red frame as below.
TECH NOTE: When updating multiple cells, across products, you may have different legal values for each item. In this case, if you select a value that is not legal for one or more items, an error message will be displayed. The same will happen if you try to paste a value that is illegal for the receiving cell.
Google Translate or DeepL translations
The Item editor allows you to translate localized string- and text feature from your master language to one of the secondary languages you have loaded.
In this example, the Subheaderand the Description must be translated into DE and NLD:
To use Google Translate or DeepL, simply click the Translate icon inside the field. This will immediately load a translation as suggested by the translation service it. From there, you can fine-tune the translation manually.
TECH NOTE: Google Translate or DeepL must be activated by your Perfion Administrator. This is done in the Perfion Windows client under Settings and require a Google Translate API Key.
Swap Relation Direction
In the item editor you may see certain features display a grid rather than a normal input field. This is a Perfion construct called Swap Relation Direction, and it is used to manage complex table-like data.
Example: The feature Light Configuration has been set up with Swap Relation Direction. This enables the user to add as many light configuration rows as needed and manage data for each row.
TECH NOTE: Due to the inherent complex data structure of Swap Relation Direction features, these are not visible or manageable in grid.
Filter features
At the bottom of the item editor, you have three options to filter features.
NOTE:
All filters work within the selected top view group in the left menu (it often makes sense to select “Show all” when applying a filer)
All filters work in combination (e.g. localizable AND Populated)
Filter features allows you to quickly find a specific feature you need to check/update. Simply type in part of the feature name to only see matching features.
Localizable allows you to quickly find all fields that can have language specific values:
Empty / Populated allows you to quickly find fields that are either empty or populated.
NOTE: Empty and Populated returns localized features when one or more language fields meet the selected criteria. In the example below, Subheader and Description will be returned both as Empty and Populated.
Refresh item dependencies and related values
Values in some features control visibility of other features and/or values in related features in the item editor. As an example, the Category value can control which technical specifications are relevant for the item and the Brand name controls the related brand image.
When you update a value in such a controlling feature, the item editor prompts you to save and reload the item card. If you click Yes, the item editor saves all your changes and reloads the item editor with an updated set of features.
Save changes and close item editor
In the bottom right corner you have three options:
Save & Close: Save all changes and close the item editor
Save: Save all changes but leave the item editor open (will also refresh all remotes and “item dependencies”)
Cancel: Close the item editor without saving changes
Item Details work mode
As an alternative to opening an item in the item editor, you can switch to the Item Details work mode. Work modes are selected in the drop-down menu in the top right corner:
The benefit of the Item Details work mode is that you can switch between items in the main grid without opening and closing the editor. This makes it easy to browse through items and check/update specific values.
The Item Details work mode offer identical functionality to the Item Editor. Please refer to section Item Editor for details.
TECH NOTE: All panels can be adjusted in width. You can drag the vertical divider between categorizer and grid, between grid and item details, and you can even adjust the width of the left-side menu inside item details.
All widths are remembered between sessions.
TECH NOTE: When working in Item Details, it is recommended that you switch to card layout in the main grid. This makes it easy to switch between items.
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