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🗃️ Create & manage hierarchy, attributes & workflows

Your one stop shop to start loading your Range Plan into Style Arcade!

Definitions:

  • Hierarchy - Hierarchies are the filters used within the business.

  • Attributes - Attributes are the distinctive features or characteristics that define a particular style, trend, or product that encompasses various elements.

  • Workflows - Workflows allow you to customise your team’s process, timeline, and tracking, add up to 30 'stages' and name these according to your process, add date tracking, a completed/incomplete status, and a notes field.

  • Field Layout - Customise the layout of your fields to display in your preferred sequence

Setting up Hierarchy & Attributes

Here are the steps to follow:

1. Go to Settings

2. Under Range Plan, select Create fields and the Hierarchy & Attributes tabs will be visible

3. Select the tab you wish to add on:

  • Hierarchy: single dropdown selection

  • Attributes: text, number, price, single-dropdown, percentage, file

4. Click on the + icon to add New Item

5. Set a range of attribute types to set up from

6. Then add all of the options in your new item field and save

Tip: You can copy a list of existing options in Excel and paste them into the blank space instead of creating the option one by one.

Filtering on Hierarchies & Attributes

  1. Once you have set up a Hierarchy, you can go to Add Filter

  2. Click on the + icon and filter on the hierarchies that you added

  3. You can also add the Hierarchies & Attributes you set up in Rollups rows

Work Flows

Adding a workflow filter is super easy, all you need to do is follow 4 quick steps below:

Note: Only users with Range Plan edit access can manage Workflows. If you don't have access, please reach out to our in-app chat for further assistance.

  1. Click on your Initials (top right corner), then click on Settings

  2. Under Range Plan, click on Workflow

  3. Click on "+" button to add a new Workflow filter

Filtering on Workflows

  1. Once you've set up a workflow, you can go to the Add Metric Filter

  2. Search for or Select your desired workflow. In this example, we will use 1st sample date

  3. Select the desired value

  4. You may select x to remove the filter or + to add another

  5. You may use columns and rows to add more metrics

Field Layout customisation

The layout of all product fields (Hierarchy & Attributes and Calculations) can be customised to display in your preferred sequence on the Range Plan product card.

  1. Click into Fields Layout, search and click to add the fields you wish to be visible

  2. Fields can be grouped under headings using the 'Add group' button

  3. Customise your layout using drag and drop and click 'Save' once finalised

  4. Your custom layout will now be visible on the Range Plan product card view.

🔎 FAQs

Can I change the order of hierarchy & attributes?

Yes, within the Settings > Range Plan > Fields layout page you can customise the sequence your fields appear in.

Got any questions? Feel free to reach out to our in-app chat for assistance! 🤩

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