How do I manage Content Resources?

Here is a guide to managing Content Resources in the PIM Module.

To view all Content Resources, in PIM, go to Settings > Products > Content Resources. Here you will see each and every field in Content Resources. New ones can be created in two ways: via import or manually.

At the bottom of the page, expand the Results per page to show all of the results.

Now, you can sort by various columns. 

You can also search for specific attributes.

Importing Fields from Spreadsheet

To import attributes from a spreadsheet, click Import > Import Mapping.

Drag your spreadsheet file into the grey box or click to select a file (if you need to download a blank template first for you to fill out and re-upload, click Download Template). Click Save.

Creating Fields Manually

To manually create a content resource field, click Add > Single Field. 

Enter a name for the attribute and fill out any other relevant fields. If this attribute is a list, create the dropdown options. Assign it to a Group. Click Save when done.

Managing Groups

Content Resources are split into groups. There are some default groups (Copywriting & SEO, Digital Assets, etc.) that will always be there, and you can add new groups as you please. Click Manage Groups.

Click Add.

Enter the group name and description. Click save.

Back on the Group screen, you can edit, delete, or reorder groups by clicking Edit, Delete, or the up/down arrows. Click Close when you're done. 

Custom Views

To manage your custom views, click Manage Custom Views.

This will take you to the list of existing custom views. From here you can add new views or edit existing views.

Adding New Views

You can also create a new view by clicking Add Custom View.

Enter the name and description of your new view. Click Save when you're done.

Click Manage Fields next to this new view.

This will allow you to choose which fields to include in this view. The left panel shows all of the fields while the right panel is empty. Begin selecting the boxes next to the fields you wish to add. Next, click the arrow in the middle of the screen that points to the right. This will move these fields into your new view. When you're done, click Save.

Editing Existing Views

For any views you already have, click Edit.

This will allow you to change the name or description.

Next, click Manage Fields.

This will allow you to edit which fields to include in this view. Please see the instructions above for how to do this.

Export

You can also export the complete list of attributes by clicking Export.