Setting up catalog content

  1. With the catalog selected on the Portal Catalogs form, click Catalog Workbench.
  2. Use the Select by Criteria panel to choose criteria for building the catalog. You can choose product, family, commodity, item, or category criteria. Click the Add (arrow) button to move the criteria to the catalog.
  3. After criteria is moved to the grid, you can make adjustments. Existing rows can be deleted using the toolbar Delete option, and new custom criteria rows can be added using the toolbar Add option.
    Note: When a custom row is added, the Criteria field is set to Custom by default, and you can choose a user-extended table (UET) column from the list of entries provided in the Column field. You can then specify a value for the column. Only the Column and Value fields can be modified. For more information about UET functionality, see the User Extended Tables topics in the online help. Rows added using the Add (arrow) button should not be modified, since they get their data from the Select by Criteria tree.
  4. Click Save.
  5. Click Re-build Catalog Items or, if you plan to create multiple new catalogs, you can skip this step and build all catalogs at the same time, as specified in step 7.
    Note: The Item tab in the Select by Criteria panel shows all items, not just those set to active for the portal on the Items form. After you select item criteria, add it to the catalog, and build the catalog, you can see which items are set to Active For Portal in the Catalog Items grid. To include an item in the catalog, it must be set to active on the Items form. To exclude an active item from the catalog, you can select the Exclude field in the Catalog Items grid.
  6. Optionally, you can schedule background processing for the Portal Catalog Build Utility form, to automate the rebuilding of portal catalogs. This is a good way to keep catalogs up to date.
  7. Repeat the first and second tasks to create as many catalogs as necessary. You can then build all of them at the same time, using the Build all Pending option on the Portal Catalog Build Utility form.