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Create or Retrieve a List in CI

Updated over 8 months ago

Lists are a great tool for organizing your product

information within Catalog Interface. They can be used to

power workflows, store product data, and organize data

into specific sets of products.

A Static List is made up of a specified subset of products

and will not change as long as the member products

remain in Catalog Interface or a user adds or removes

products from the list.

A Dynamic List is made up of a group of saved filters and

rules and its members are dynamic based on whether

products meet those criteria.

Creating Static Lists

1. Select one or more products you’d like to include in the list.

2. Click the Add to List button in upper right corner.

3. Select the Create New List option from the dropdown. Create or retrieve a list.

4. Name your Static List.

Creating Dynamic Lists

1. Create one or more filter rules in the Catalog.

2. Select Filter Options.

3. Select Save Filters as List from the dropdown.

4. Name your Dynamic List. Create or retrieve a list.

Pro Tip: Dynamic Lists power workflows and help manage dynamic data

sets e ciently. For example, a Dynamic List might be used to highlight all

products that are currently live on Material Bank.

Managing Lists

You can navigate to a list by selecting the dropdown next

to the Master Catalog label in the top left of the Catalog

screen. A dropdown will display all available lists.

To Delete a List, click the kebab next to to the list name and select the Delete List option from the dropdown and confirm.

To Create a Copy of a List, select the Duplicate List option from the dropdown and enter a name for the new list.

To Rename a List, hover over the list name and double click to enable editing. Type in a new name, and press the ENTER key to save the changes.

Adding and Removing Products from Lists

Add Items to a Static List

To add a product to an existing Static List, select products from the Master Catalog, click Add to List, and select the desired List from the dropdown. You can also add products to a Static List by clicking the kebab next to the list name and selecting the Add Items To List option from the dropdown. This will open a modal to search and select items to add.

Removing Items from a Static List

To remove items from an existing Static List, select items within the list. Click on the gray caret in the upper right corner and select Delete from dropdown. This will open a modal to Confirm and Remove items from Static List.

Modifying Filters for a Dynamic List

Within the Dynamic List, add, remove, or modify rules within the existing filters to refine the list’s criteria. To save changes, click the Filter Options button and select Save Filter Changes from dropdown.

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