How to filter items by type
We've recently introduced a new functionality that allows items in a list e.g SKUs, assets, or other items to be displayed based on selected attributes on the list, such as type, category, channel type, etc.
The same logic applies to displaying items on a list based on a single choice activity question for workflows.
This enhancement serves to streamline the experience for field users and workers during sales, retail audits, and other visits by eliminating the need to fill unnecessary SKUs or items in the matrix or lists.
This capability operates on conditions, particularly the selected attribute type.
By leveraging this feature, we optimize the loading of matrix & list items, reducing the volume from potentially overwhelming numbers to just a select few when conditions are appropriately configured.
Consider a scenario where we aim to display items or SKUs matching a specified customer type. This can be done using meta expressios/conditions with the operator "Equals" ,or using the operator "Contains".
This option is best for use incase each item or SKU should match only 1 customer type/attribute e.g. 200g Bread only available in kiosks OR 1kg bread only available in Supermarkets
Step 1:
Begin by configuring SC attribute(s) on the List or SKU list schema, ( The tags for the options used must be exactly the same as those used on the customer list/the other list e.g. shop, kiosk).
Step 2
Specify the customer type(types) for each SKU accordingly.
Step 3
On your desired matrix question, follow these steps:
Go to your desired question, locate the edit icon and click on Item restriction.
Set the meta expression for the single choice question from your list.
Select the operator "Equals" and set the meta expression for the customer type attribute.
See the example below
The "contains" operator proves valuable since we can use multiple choice questions/attributes from a list e.g. outlet channels, customer types etc when building Meta expressions.
An example of using this option is incase each item or SKU should match more than 1 customer type/attribute e.g. 200g Bread available in kiosks, shops,etc, and 1k bread only available in Supermarkets, minimarts, etc
The approach can be used in:
Item filtering based on attributes from a list e.g type, quality, etc
Item filtering based on a single choice question from an activity
Create a multiple choice question on your list e.g. on the SKU list (Ensure that the option tags on the list is exactly the same as the options on the other list)
Update your items to match all the desired types/options in which your item should appear
Go to your desired question, locate the edit icon and click on Item restriction
Set the meta expression for the multiple choice question from your list
Select the operator "Contains" and set the meta expression for the customer type attribute.
See the example below
Create a multiple choice question on your list e.g. on the SKU list (Ensure that the option tags on the list is exactly the same as the options of the Single choice question on activity question)
Update your items to on your list match all the desired types/options in which your item should appear
Go to your desired question, locate the edit icon and click on Item restriction
Set the meta expression for the multiple choice question from your list
Select the operator "Contains" and set the meta expression for the single choice question on your activity
See the example below
Note: This feature is not limited solely to customer type . Its applicability extends to various other attributes within the list schema, and Single choice options for workflow activities, providing a generic solution adaptable to diverse use cases and requirements.
The same logic applies to displaying items on a list based on a single choice activity question for workflows.
This enhancement serves to streamline the experience for field users and workers during sales, retail audits, and other visits by eliminating the need to fill unnecessary SKUs or items in the matrix or lists.
This capability operates on conditions, particularly the selected attribute type.
By leveraging this feature, we optimize the loading of matrix & list items, reducing the volume from potentially overwhelming numbers to just a select few when conditions are appropriately configured.
Consider a scenario where we aim to display items or SKUs matching a specified customer type. This can be done using meta expressios/conditions with the operator "Equals" ,or using the operator "Contains".
A. Using Meta expressions for the Operator "Equals"
This option is best for use incase each item or SKU should match only 1 customer type/attribute e.g. 200g Bread only available in kiosks OR 1kg bread only available in Supermarkets
Step 1:
Begin by configuring SC attribute(s) on the List or SKU list schema, ( The tags for the options used must be exactly the same as those used on the customer list/the other list e.g. shop, kiosk).
Step 2
Specify the customer type(types) for each SKU accordingly.
Step 3
On your desired matrix question, follow these steps:
Go to your desired question, locate the edit icon and click on Item restriction.
Set the meta expression for the single choice question from your list.
Select the operator "Equals" and set the meta expression for the customer type attribute.
See the example below
B. Using the operator "Contains" for item
The "contains" operator proves valuable since we can use multiple choice questions/attributes from a list e.g. outlet channels, customer types etc when building Meta expressions.
An example of using this option is incase each item or SKU should match more than 1 customer type/attribute e.g. 200g Bread available in kiosks, shops,etc, and 1k bread only available in Supermarkets, minimarts, etc
The approach can be used in:
Item filtering based on attributes from a list e.g type, quality, etc
Item filtering based on a single choice question from an activity
1. Item filtering based on attributes from a list e.g. type
Steps
Create a multiple choice question on your list e.g. on the SKU list (Ensure that the option tags on the list is exactly the same as the options on the other list)
Update your items to match all the desired types/options in which your item should appear
Go to your desired question, locate the edit icon and click on Item restriction
Set the meta expression for the multiple choice question from your list
Select the operator "Contains" and set the meta expression for the customer type attribute.
See the example below
2. Item filtering based on a single choice question from an activity
Steps
Create a multiple choice question on your list e.g. on the SKU list (Ensure that the option tags on the list is exactly the same as the options of the Single choice question on activity question)
Update your items to on your list match all the desired types/options in which your item should appear
Go to your desired question, locate the edit icon and click on Item restriction
Set the meta expression for the multiple choice question from your list
Select the operator "Contains" and set the meta expression for the single choice question on your activity
See the example below
Note: This feature is not limited solely to customer type . Its applicability extends to various other attributes within the list schema, and Single choice options for workflow activities, providing a generic solution adaptable to diverse use cases and requirements.
Updated on: 21/11/2024
Thank you!