Structured information to guide you through Unbxd PIM with minimal assistance
  1. Introduction
  2. Access Unbxd PIM
  3. Unbxd PIM Nomenclature
  4. Explore Unbxd PIM
  5. Your Profile
  6. Unbxd PIM Info Mode
  7. Organization - Set up your PIM Team
    1. Invite a New Member
    2. Change Member Name and Assigned Roles
    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
  8. Imports - Onboard & Schedule your Product Content
    1. Import File Best Practices
    2. Perform First-time Product Import
    3. View an Existing Import Information
    4. Schedule an Import
    5. Edit a Scheduled Import
    6. View a Scheduled Import Information
    7. Stop a Scheduled Import
    8. Delete a Scheduled Import
    9. Import Adapters
  9. 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. View Activity Log for a Product
    10. View Product Details
    11. View Task Information for a Product
    12. Delete a Product
    13. 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
    14. 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 for Network
      6. Delete Multiple Products
      7. Certify Product Groups to Network
      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
  10. 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
  11. 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
  12. Assets - Manage your Digital Files
    1. Add a New Asset
    2. Associate Assets with Products
    3. Perform Asset Transformations
    4. Disassociate Asset from Products
    5. Download Assets
    6. Delete an Asset
  13. Tasks - First Step Towards Building Processes
    1. Create a New Task
    2. Edit an Existing Task
    3. Stop a Task
    4. View Task Details and Task Status Details
    5. 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
    6. Task Assignee
  14. 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
  15. Network - Partner Readiness & Content Distribution
    1. Certified Products & Product Labels
      1. Customize your Network Products Listing View
      2. Export Certified Products
      3. Export Products with Readiness Check & Assign Task
      4. Delete Products from Network
      5. Export Certified Product Labels
      6. Export Product Labels with Readiness Check & Assign Task
      7. Add Partner Readiness for a Product Label
      8. Edit a Product Label
      9. View Certified Products
      10. Delete a Product Label
    2. Partners
      1. Create a Partner
      2. Edit a Partner
      3. View Partner Details
      4. Delete a Partner
    3. System Adapters & Custom Adapters
      1. Edit a System Adapter
      2. View System Adapter Details
      3. Create a Custom Adapter
      4. Edit a Custom Adapter
      5. View Custom Adapter Details
      6. Delete a Custom Adapter
    4. 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
  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. Scripts - Transform your Product Data
    1. Using the Transformation Script Editor
    2. List of Transformation Scripts
  18. Channel Integrations -
    1. Installing Unbxd PIM via BigCommerce
    2. Sending Data from BigCommerce to Unbxd PIM (First Time Transfer)
    3. Sending Data from BigCommerce to Unbxd PIM (Subsequent Transfer)
    4. Getting Data from BigCommerce via Unbxd PIM
    5. Getting Data into BigCommerce from Unbxd PIM
    6. Sending Data to BigCommerce via Unbxd PIM

Creating a New Workflow

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

To create a new workflow:

  1. Click   , and then click Workflow.
  2. Click Create Workflow.
  3. (mandatory) Enter a name for the workflow.
  4. Enter a description for the workflow.
  5. Click Proceed.
    The Configure Workflow tab appears.

Once the workflow is in the PIM system, it can attain 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 following triggers:

  • Time – This will start the workflow at a specific time and frequency. You can also specify week and months
  • Event – This will start the workflow when there are changes in the PIM system. For example, the workflow starts after a PIM task completion.

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

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

To initiate the workflow with a “Time” trigger:

  1. In the list, click Time.
  2. In the Repeats every box, enter a repeat frequency number for your workflow.
  3. Select Hours, Minutes, Weeks, or Months.
    • If you select Minutes, set the repeat frequency to 15, 20, or 30 minutes.
    • If you select Weeks, click to select day of the week, time, and time zone you want to run the workflow.
    • If you select Months, click to select the date, time, and time zone you want to run the workflow.
  4. In the Ends list, do one of the following:
    • If you do not want the workflow to end, select Never.
    • If you want to end the workflow on a specific date, select On a Specific Date, and then enter the date (in DD/MM/YYYY format).
    • If you want to end the workflow after a specific occurrences, select After Specific Occurrences, and then enter the repetition count.

 

To initiate the workflow with an “Event” trigger:

  1. In the list, click Event.
  2. Select the standard PIM operations. That is, Addition, Completion, and Removal.
  3. If you select Addition, set an event trigger based on addition of products to a label or addition of products to a static product group.
  4. If you select Completion, set an event trigger based on the following:
    • Completion of import
    • Completion of channel import
    • Completion of PIM task
    • Completion of a network task
    • Completion of certify to network action
  5. If you select Removal, set an event trigger based on removal of products from a label or removal of products to a static product group.

 

Step 2: Adding the Nodes

Based on the selection of time and event trigger, you can add the following nodes:

  • 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
  • Notify

Note: For the time based trigger, the first node can be Import , Filter PIM Products, or Filter Network Products node.

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 label
    • Filter Network 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 to Network
    • Notify
    Completion of import
    • Filter PIM Products
    • Bulk Edit
    • Add Category
    • Add to Product Group
    • Create PIM Task
    • Create Catalog
    • Certify to Network
    • Notify
    Completion of  channel import
    • Filter PIM Products
    • Bulk Edit
    • Add Category
    • Add to Product Group
    • Create PIM Task
    • Create Catalog
    • Certify to Network
    Completion of a PIM task
    • Filter PIM Products
    • Bulk Edit
    • Add Category
    • Add to Product Group
    • Create PIM Task
    • Create Catalog
    • Certify to Network
    • Notify
    Completion of a network task
    • Filter PIM Products
    • Bulk Edit
    • Add Category
    • Add to Product Group
    • Create PIM Task
    • Create Catalog
    • Certify to Network
    • Notify
    Completion of certify to network action
    • Filter Network Products
    • Run Readiness Check
    • Export
    • Notify
    Removal of products from a label
    • 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 to Network
    • 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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