As mentioned in our What are Operations & Config? guide the Config tab in Limio contains the Templates which are core to how Limio Catalog works.
A template defines the set of attributes available for the Offers, Products, Segments and Tags.
You can add new templates in the config section of the catalog using the add icon under specific hierarchy. Make sure to select default in the dropdown while saving the new template as this is the baseTemplate.
Screenshot: Adding an offer template.
Screenshot: Adding the name and saving the new template.
How to display an Attribute on a Template
You can then select the attributes that you want on the template by clicking on the checkboxes next to the attributes and save the changes. These selected attributes will be visible on the template configured.
Screenshot: Selecting the attributes for the template.
How to create new Custom Attributes
To modify a Template, go to Config and click a folder such as Offer. Scroll to the bottom and press the (+) button. You can then create a new field with:
- A name (this cannot be changed after)
- A label (editable)
- A type (editable): String, Numeric, Boolean, Picklist, Status, Chevron, Price, Date, Colour, Hidden, Rich Text and Multi-Picklist
These fields are now available for any templates to use.
How to hide Custom Attributes in Limio for Salesforce
It is possible to hide custom attributes in Limio for Salesforce so that they are not visible to agents assisting customers. To do this, slide the "Hide in Limio for Salesforce" toggle.
- By default custom attributes are not hidden in Limio for Salesforce.
- Named attributes cannot be hidden in Limio for Salesforce.
How to select a Template on an object
Go to the object (e.g. offer) and press 'Select Template' to see a dropdown of your available templates.
How to create Sections for a Template
You can now define sections for offer templates under the “Sections” tab. Here is an example:
You can then assign attributes to the different sections here:
This will then be displayed on the actual offer (that has an OfferBase template in this case) like this:
How to define Default Values for a Template
For the attribute default, you are able to set the default value per attribute when you click on the Edit Default Value button for each attribute.
What this means is that for example if we create a new offer from scratch and we select the OfferBase template, it will automatically fill in all attributes based on the default values that we set up in the template.
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