Structured information to guide you through Unbxd PIM with minimal assistance
  1. Introduction
  2. Access Unbxd PIM
  3. Explore Unbxd PIM
  4. Features of Overview page
  5. Profile
  6. Organization - Set up your PIM Team
    1. Invite a New Member
    2. Update Member Information
    3. View a Member Information
    4. Delete a Member
    5. Create a New Role
    6. Set Property Permissions for a Role
    7. Set System Permissions for a Role
    8. Change Assigned Members of a Role
    9. Change Property Permissions for a Role
    10. Change System Permissions for a Role
    11. Change the Role Name
    12. View a Role Information
    13. Delete a Role
    14. Edit your Organization Profile Information
  7. Imports - Onboard & Schedule your Product Content
    1. Import File Best Practices
    2. Tips for doing an effective import
    3. Perform First-time Product Import
    4. View an Existing Import Information
    5. Schedule an Import
    6. Edit a Scheduled Import
    7. View a Scheduled Import Information
    8. Stop a Scheduled Import
    9. Delete a Scheduled Import
    10. Import Templates
  8. Products - Build & Enrich Product Content
    1. Advanced Search and Filtering
    2. Customize your Product Listing View
    3. Add a Solo Product
    4. Add a Variant Product
    5. Edit a Solo Product
    6. Edit a Parent Product
    7. Edit a Variant Product from Product Listing
    8. Edit a Variant Product from its Parent Product
    9. Cloning a Product
    10. Excel Mode
    11. View Activity Log Details for a Product
    12. View Product Details
    13. View Task Information for a Product
    14. Delete a Product
    15. Product Groups
      1. Create a Static Product Group
      2. Edit a Static Product Group
      3. View a Static Product Group Information
      4. Delete a Static Product Group
      5. Create a Dynamic Product Group
      6. Edit a Dynamic Product Group
      7. View a Dynamic Product Group Information
      8. Delete a Dynamic Product Group
    16. Bulk Actions for Products & Product Groups
      1. Add Products to a Static Product Group
      2. Edit Multiple Products
      3. Assign Categories for Multiple Products
      4. Create Task for Multiple Products
      5. Certify Products
      6. Delete Multiple Products
      7. Certify Product Groups
      8. Delete Product Groups
      9. Edit Multiple Products from a Static Product Group
      10. Remove Products from a Static Product Group
      11. Delete Products from a Static Product Group
      12. Edit Multiple Products from a Dynamic Product Group
      13. Delete Products from a Dynamic Product Group
      14. Enrich Products or Product group data
  9. Certified Products & Certified Product Group
    1. Customize your Products Listing View
    2. Export Certified Products
    3. Export Products with Readiness Check & Assign Task
    4. View Activity Log Details for a Network Product
    5. Delete Products from Certified Product Group
    6. Export Certified Product Groups
    7. Export Certified Product Groups with Readiness Check & Assign Task
    8. Add Channel Readiness for a Certified Product Group
    9. Edit a Certified Product Group
    10. View Certified Products
    11. Delete a Product Group
  10. Scripts - Transform your Product Data
    1. Using the Transformation Script Editor
    2. Post Transformation
    3. List of Transformation Scripts
  11. Properties - Manage your Product Characteristics
    1. Property Data Types
    2. Create a New Property
    3. Change the Property Name and Assigned Property Group
    4. Change Role Permissions for a Property
    5. Make a Property Searchable
    6. View a Property Information
    7. Download all Properties
    8. Delete a Property
    9. Property Groups
      1. Create a New Property Group
      2. Change Property Group Name and Associated Properties
      3. View a Property Group Information
      4. Delete a Property Group
  12. Categories - Manage your Product Classifications
    1. Create a New Category & Subcategory
    2. Change Category Name & Associated Properties
    3. View Category & Subcategory Information
    4. Delete a Category or Subcategory
    5. Bulk Remove Categories
    6. Bulk Upload and Download Categories
  13. Tasks - First Step Towards Building Processes
    1. Create a New Task
    2. Edit an Existing Task
    3. View Task Details and Task Status Details
    4. Task Templates
      1. Create a New Task Template
      2. Edit a Task Template
      3. View Task Template Details
      4. Create a Task using a Task Template
      5. Delete a Task Template
    5. Task Assignee
  14. Readiness Reports-Ensure product information completeness
    1. Creating Readiness Report
    2. Downloading Readiness Report
    3. Viewing Readiness Reports
    4. Assigning Task using Readiness Report
  15. Catalogs - Share real-time Product Content
    1. Create & Share a New Catalog
    2. Edit a Catalog
    3. View a Catalog Information
    4. Delete a Catalog
  16. Workflows - Automate PIM Processes
    1. Create a New Workflow
    2. Run a Workflow Manually
    3. Pause & Resume a Workflow
    4. Edit a Workflow
    5. View Workflow Details
    6. View Activity Log Details for a Workflow
    7. Delete a Workflow
    8. Bulk Actions
  17. Digital Asset Management - Manage your Digital Files
    1. Add a New Asset
    2. Associate Assets with Products
    3. Perform Asset Transformations
    4. Deassociate Asset from Products
    5. Download Assets
    6. Delete an Asset
  18. Exports
    1. View Exports
    2. Download an Exported File
    3. Send an Email with the Exported File
    4. Schedule an Export
    5. Edit a Scheduled Export
    6. View Scheduled Export Details
    7. Stop a Scheduled Export
    8. Delete a Scheduled Export
    9. Standard Templates and Custom Templates
      1. Edit a Standard Template
      2. View Standard Template Details
      3. Create a Custom Template
      4. Edit a Custom Template
      5. View Custom Template Details
      6. Delete a Custom Details
  19. AI Enrichment Apps
    1. Mandatory Properties and Prompt Values for each AI App
    2. Creation of templates for AI enrichment apps
      1. Amazon Description Generator
      2. Amazon Title Generator
      3. Amazon Ads Headline Generator
      4. Product Name Generator
      5. Google Ads Generator
      6. Google Ad Description Generator
      7. Google Title Generator
      8. Youtube Hooks Generator
      9. Youtube Outline Generator
      10. Youtube Description Generator
      11. Youtube Intros Generator
      12. Youtube Titles Generator
  20. Bulk Transform and Enrichment
  21. Custom Template Uploader
    1. Working of Custom Template Uploader
  22. Custom Template Downloader
  23. Bulk Asset Upload and Download
  24. Image Keyword Extraction
  25. Find Duplicates and Related Products
  26. Channel Integration
    1. Channel Integrations -
      1. Installing BigCommerce store via Unbxd PIM
      2. Importing data into Unbxd PIM from BigCommerce
      3. Mandatory Properties to export products to BigCommerce
      4. Exporting data from Unbxd PIM to BigCommerce
      5. Automating import and export using Templates and Workflows
    2. Channel Intergation-
      1. Installing Shopify via Unbxd PIM
      2. Mandatory Property Mappings for Shopify
      3. Importing the data into Unbxd PIM from Shopify
      4. Exporting data from Unbxd PIM to Shopify
      5. Automating import and export using Scheduled Imports/Exports and Workflows
    3. Channel Integrations -
      1. Installing Unbxd PIM via Brightpearl
      2. Importing the data into Unbxd PIM from Brightpearl
      3. Exporting data from Unbxd PIM to Brightpearl
      4. Automating import and export using Templates and Workflows
    4. Channel Integration -
      1. Installing Magento via Unbxd PIM
    5. Channel Intergation-
      1. Installing Etsy via Unbxd PIM
      2. Importing the data into Unbxd PIM from Etsy
      3. Exporting data from Unbxd PIM to Etsy
      4. Automating import and export using Scheduled Imports/Exports and Workflows
    6. Channel Integration -
      1. Installing Walmart via Unbxd PIM
    7. Channel Integration-
      1. Installing Unbxd PIM via Amazon Seller central
      2. Installing Amazon Seller Central via Unbxd PIM
      3. Importing data into Unbxd PIM from Amazon
      4. Exporting data from Unbxd PIM to Amazon
      5. Automating import and export using Templates and Workflows

Creating a New Workflow

You can create a workflow using the simple two-step process of setting the trigger and adding the nodes.

Create a new workflow in the PIM system

  1. Click on the Manage and select Workflow.
  2. Click on Create Workflow.
  3. Enter a name for the workflow (mandatory).
  4. Provide a description for the workflow.
  5. Click on Proceed.
  6. The Configure Workflow tab will appear.

Workflow Status: Once the workflow is created in the PIM system, it can have the following statuses:

  • Draft: The workflow is saved but not started.
  • Active: The workflow has been started.
  • Paused: The workflow has been temporarily stopped.
  • Completed: The workflow is complete.

You can now start configuring the workflow using Step 1 and Step 2:

Step 1: Setting the Trigger

You can set the trigger to either “Time” or “Event.”

Here is a list of PIM events that can trigger a workflow:

  • Addition of products to a  group
  • Addition of products to a static product group
  • Completion of import
  • Completion of channel import
  • Completion of a PIM task
  • Completion of certified product task
  • Completion of certify products
  • Removal of products from a group
  • Removal of products from a static product group

Time Trigger:

  • Select the “Time” option from the list.
  • Specify the desired time, frequency, and other details.
  • You can set the trigger to repeat every specific hours, minutes, weeks, or months.
  • Optionally, set an end condition for the workflow.

Event Trigger:

  • Select the “Event” option from the list.
  • Choose the appropriate PIM operations such as Addition, Completion, or Removal.
  • Depending on the selected event, further configuration options will be available.

Step 2: Adding the Nodes

  • Based on the selected trigger type, add nodes to the workflow.
  • Nodes represent specific actions to be performed within the workflow.
  • Available nodes include Import, Filter PIM products, Filter Network products, Bulk edit, Add category, Add to product group, Create PIM task, Create catalog, Certify to network, Run readiness check, Export, and Notify.
  • Start by adding the first node, and then continue adding additional nodes as required.
  • Configuration windows will appear for each node where you can enter the necessary configurations.
  • Save the workflow after adding the nodes.

To add the nodes:

  1. Click Add First Node.
    The relevant nodes based on your trigger type appears.

    For the Event Add the following Nodes
    Addition of products to a group
    • Filter Products
    • Run Readiness Check
    • Notify
    • Export
    Addition of products to a group
    • Filter Products
    • Run Readiness Check
    • Notify
    • Export
    Addition of products to a static product group
    • Filter PIM Products
    • Bulk Edit
    • Add Category
    • Add to Product Group
    • Create PIM Task
    • Create Catalog
    • Certify Products
    • Notify
    Completion of import
    • Filter PIM Products
    • Bulk Edit
    • Add Category
    • Add to Product Group
    • Create PIM Task
    • Create Catalog
    • Certify Products
    • Notify
    Completion of  channel import
    • Filter PIM Products
    • Bulk Edit
    • Add Category
    • Add to Product Group
    • Create PIM Task
    • Create Catalog
    • Certify Products
    Completion of a PIM task
    • Filter PIM Products
    • Bulk Edit
    • Add Category
    • Add to Product Group
    • Create PIM Task
    • Create Catalog
    • Certify Products
    • Notify
    Completion of a task
    • Filter PIM Products
    • Bulk Edit
    • Add Category
    • Add to Product Group
    • Create PIM Task
    • Create Catalog
    • Certify Products
    • Notify
    Completion of certify
    • Filter Products
    • Run Readiness Check
    • Export
    • Notify
    Removal of products from a group
    • Filter Network Products
    • Run Readiness Check
    • Export
    • Notify
    Removal of products from a static product group
    • Filter PIM Products
    • Bulk Edit
    • Add Category
    • Add to Product Group
    • Create PIM Task
    • Create Catalog
    • Certify Products
    • Notify

     

  2. If you are looking for a specific node, in the search box, search by node name.
  3. Click to select the node.
    The configuration window for the node appears.
  4. Enter the configurations.
  5. Click Add Node.
  6. To add a node at any stage of a workflow, click .
    If a node is eligible to branch out into multiple other nodes,  the plus changes into.
  7. To branch out a node into other nodes, click.
  8. If you want to update the workflow name and description, click the Workflow Details tab, and then enter the name and description.
  9. Click Save.

The workflow status is now set to Draft.

Starting the Workflow

Once you have saved the trigger and workflow steps,  click Start Workflow. The workflow status now changes from Draft to Active and the Pause Workflow button appears.

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