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

Editing a Workflow

You can always change the workflow configurations that are susceptible to dynamic changes of your PIM processes and endpoint requirements. You can edit a workflow with one of the following statuses:

  • Draft – The workflow is saved, but not started
  • Active – The workflow has been started
  • Paused – The workflow has been temporarily stopped

Editing a Draft Workflow

You can do the following:

  • Change the trigger and its configurations
  • Add or remove nodes
  • Change the node configurations
  • Change the workflow details

To edit a draft workflow:

  1. Click   , and then click Workflow.
    The Workflows Listing page appears.
  2. If you are looking for a specific draft workflow, in the search box, search by the workflow name.
  3. If you want to filter by workflow status, in the Status list, click Draft.
  4. If you want to filter by the event or time trigger, in the Trigger Type list, click Time or Event.
  5. Click   for the draft workflow you want to edit.
  6. To view activity log for the workflow, click  .
  7. If you want to change to “Time” trigger, do the following:
    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.
  8. If you want to change to “Event” trigger, do the following:
    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.
  9. If you want to change the configurations for a specific node, do the following:
    1. Double-click the node.
      The configurations window appears.
    2. Make your changes.
    3. Click Update Node.
  10. If you want to remove a specific node, do the following:
    1. Double-click the node.
      The configurations window appears.
    2. Click Remove Node.
  11. If you want 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.
  12. To branch out a node into other nodes, click.
  13. If you want to update the workflow name and description, click the Workflow Details tab, and then enter the name and description.
  14. Click Update.
  15. To start a workflow, click Start Workflow.
    Once started, the workflow status changes from Draft to Active.

Editing an Active Workflow

An active workflow is a workflow that has been started.

You can do the following:

  • Change the node configurations
  • Change the workflow details

Note: You cannot change the trigger configurations for an active workflow.

To edit an active workflow:

  1. Click   , and then click Workflow.
    The Workflows Listing page appears.
  2. If you are looking for a specific draft workflow, in the search box, search by the workflow name.
  3. If you want to filter by workflow status, in the Status list, click Active.
  4. If you want to filter by the event or time trigger, in the Trigger Type list, click Time or Event.
  5. Click   for the active workflow you want to edit.
  6. To view activity log for the workflow, click  .
  7. If you want to change the configurations for a specific node, do the following:
    1. Double-click the node.
      The configurations window appears.
    2. Make your changes.
    3. Click Update Node.
  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 Update.
  10. To pause a workflow, click Pause Workflow.
    Once paused, the workflow status changes from Active to Paused.

Editing a Paused Workflow

You can change the following for a temporarily stopped workflow:

  • Change the trigger and its configurations
  • Add or remove nodes
  • Change the node configurations
  • Change the workflow details

To edit a paused workflow:

  1. Click   , and then click Workflow.
    The Workflows Listing page appears.
  2. If you are looking for a specific paused workflow, in the search box, search by the workflow name.
  3. If you want to filter by workflow status, in the Status list, click Paused.
  4. If you want to filter by the event or time trigger, in the Trigger Type list, click Time or Event.
  5. Click   for the paused workflow you want to edit.
  6. To view activity log for the workflow, click  .
  7. If you want to change to “Time” trigger, do the following:
    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.
  8. If you want to change to “Event” trigger, do the following:
    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.
  9. If you want to change the configurations for a specific node, do the following:
    1. Double-click the node.
      The configurations window appears.
    2. Make your changes.
    3. Click Update Node.
  10. If you want to remove a specific node, do the following:
    1. Double-click the node.
      The configurations window appears.
    2. Click Remove Node.
  11. If you want 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.
  12. To branch out a node into other nodes, click.
  13. If you want to update the workflow name and description, click the Workflow Details tab, and then enter the name and description.
  14. Click Update.
  15. To resume a paused workflow, click Resume Workflow.
    Once resumed, the workflow status changes from Paused to Active.
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