Defining product characteristics and characteristic options
As a product catalog admin, you create the characteristics and characteristic options for product offerings and specifications. Product characteristics are attributes that define and describe a product.
For example, if a product offering is a bike, the characteristics might include bike size and color. The characteristic options are the choices, such as the various bike sizes and colors available. Characteristics and characteristic options for products are displayed in the product configurator when agents configure products for opportunities, quotes, and orders and when customers order products using the Business Portal.
Characteristic data input types
When you define product characteristics and characteristic options, you provide basic attribute information, including the characteristic name and the data input type for the characteristic options. The data input type indicates how the characteristic options are entered in the product configurator, such as single line text or choice selection.
- Address - Mail address
- Attachment - External document to be attached
- CheckBox - Select or clear an option
- Choice - Options that can be chosen, presented as radio buttons or available from a drop-down list
- Decimal - Numbers that require a decimal point to indicate fractional amounts
- Dates - Date picker for selecting day, month, and year
- Date/time - Date picker for selecting day, month, year and time of day
- Duration - Period of time
- Email - Email address
- Single Line Text - Free-form text
- Integers - Whole numbers
- Yes/No - Yes/no response
- Object - Structure that represents a hierarchy of attributes, also called complex characteristics. An object has parent attribute with one or more child attributes.
- Arrays - Multiple instances of the same attribute type, such as arrays of Date, DateTime, Integer, Single Line Text, Object, and Decimal
The following example shows a characteristic hierarchy for Routing Addresses, which is a parent-level attribute with an object data type. This attribute has the following child attributes: Procurement Date, Route, Additional Address Required, BGP, Routing Type, and Address Supplier. Notice that the BGP child characteristic is an array of objects with a minimum size of 2 and maximum size of 4.
Setting up complex characteristics
Defining a hierarchical attribute structure involves setting up the parent attribute, for example routing addresses, as an object type. You then define the characteristic relationships between the parent attribute and child attributes to establish the hierarchical structure and the order in which the child characteristics display in the product configurator.
For details on defining characteristics, see Create product characteristics and characteristic options.