Products

The Products page serves as the central workspace for managing the product information within the application. It provides a comprehensive view of your product catalog, enabling you to efficiently search, filter, and manage products in one place.

By default, the Products page is displayed in Table view. You can seamlessly switch between Table and Tile view to suit your visual preferences.

The following are key components of the Products page:

Search and Filters

The Products page allows you to quickly search specific products using AI-powered search, product filters, or saved filter groups.
pxm-productspage_searchandfilters

Pointers	Name	Descriptions
A	AI Search	Search your products using a natural language query.
B	Search box	Search your products using keyword(s) such as product name, identifier, or attribute value.
C	Saved Filters	Access the saved filters to view a predefined set of filtered products.
D	Add Filter	Apply filters such as product attributes, data quality, and/or system properties to refine your search results.

Search results grid

The search results grid displays all your products in a structured layout supporting both Table and Tile views for flexible data visualization and management.

You can view and manage the product details individually or perform actions for multiple products at once.

Table View – Displays products in a grid-style layout with columns representing the key attribute.
- Customize the grid layout by rearranging, resizing, pinning, or removing columns.
- Sort the data alphabetically (A-Z or Z-A) by clicking the sort icons on the column headers.
Tile view – Displays products in a card-style layout with key attributes along with the product thumbnail. This view provides a visual summary of each product.

Note:

You can create a personalized view with the required attributes and properties for both Table and Tile views. For more information, see How to personalize your search results view.

You can perform the following on each product in the search results grid.

Action	Description
	Grid level Select the checkbox to select the first 50 products at once, and scroll down to increase the selection of the next 50 products. Product level Select the checkbox to select the products individually.
	Click the View actions (vertical ellipses) icon displayed for each product to Clone, Copy, or Delete.
	Click the Mark as Favorite icon to mark the product as favorite.
	View Actions: Displayed on each column header to pin or remove the column for grid-level personalization.

Note:

In the Tile view, you must hover over each product to view the checkbox, View Actions, and Mark as Favorite icons.

Common actions

The Products page allows you to perform the following common actions to manage product details.

Icon	Action Name	Description
	Sort	Click the Ascending or Descending icons to sort the products alphabetically. Click the dropdown to sort the products based on the attribute. Note: The Sort icon and dropdown are displayed as a common action in Tile view; in Table view, the Sort icon is displayed on the column headers.
	Download	Select the products and click the Download icon to download the product details in an Excel or CSV file.
	Upload	Select the products and click the Upload icon to upload product details using Excel or CSV files. You can also download a template in Excel or CSV file from the Upload dialog, if required.
	Delete	Select the products and click the Delete icon to delete them.
	Bulk Edit	Select the product(s) and click the Bulk Edit icon to edit one or more products.
	Link Recipient	Select the products and click the Link Recipient icon to link recipients in bulk.
	Workflow Actions	Displayed only when navigated from the My To-Do’s widget on the Dashboard. You can click to perform workflow actions, such as Assign to me, Clear Assignee, Change Assignee, and Workflow Transition.
	Table	Click the Table icon to view the search results in tabular format.
	Tile	Click the Tile icon to view the search results in tile format.
	Default View	Click the Default View dropdown to select or create a personalized view.