Add a rule box
Add a rule box to optimize your product data in Productsup.
Introduction
Productsup lets you optimize your product data directly in the platform using numerous rule boxes.
Rule boxes are pre-configured actions that let you extract, edit, merge, or clear the imported product data before exporting it.
For example, you can use the Static Value rule box to add a specific value to all or part of the products in an attribute, such as the US Dollar sign ($).
You can add and configure rule boxes in Data View or Dataflow.
This document explains how to add a necessary rule box in Data View or Dataflow.
Tip
Take the video course and practice adding rule boxes Optimization: Rule boxes for platform.productsup.com on our Academy website.
Add a rule box in Data View
The most effective way to add rule boxes is in Data View as there you can immediately see the results of changes in your data.
You can add as many rule boxes to the same attribute as you need. However, the order in which you add rule boxes matters as the platform performs them one after another. The rule box at the top of the list has priority.
Tip
You can easily change the order of the rule box sequence by dragging and dropping them in the corresponding area.
To add a rule box in Data View:
Go to Data View from your site's main menu and select Intermediate or a needed export from the drop-down menu on the left side of the upper ribbon.
Note
You can add rule boxes only in the intermediate or export stage.
Select Edit in the attribute's column that needs changes. The panel on the right opens.
Select the Select an Option drop-down menu, search for and select the needed rule box in the list.
Search for and select the needed rule box in the list.
Configure the rule box by selecting or entering values.
Tip
Select the wrench icon 🔧 in the top-right corner of the rule box to open advanced options such as pausing, duplicating, removing, or applying the rule box to a segment.
Select Save.
Note
After saving a rule box, Data View refreshes to show you the results of the editing. You can also compare the values before and after applying rule boxes with the enabled Before/After View feature. See Visualize your data in Data View.
Edit a rule box in Data View
You can edit any rule box after you have applied it.
Go to Data View from your site's main menu and select Intermediate or a needed export from the drop-down menu on the left side of the upper ribbon.
Select Edit in the attribute's column that needs changes. The panel on the right opens.
Configure the rule box by selecting or entering values.
Select Save.
Add a rule box in Dataflow
You can add rule boxes in Dataflow. Dataflow doesn't show your data but provides a broad overview of all your connections and rule boxes you have already applied. The bubbles on the connections between the stages represent rule boxes applied to the attributes. You can hover over a connection to see a list of all rule boxes applied to it.
Here are the meanings of the different colors:
Green bubbles are rule boxes between the Import and Intermediate stages.
Blue bubbles are rule boxes between the Intermediate and Export stages.
Gray bubbles are rule boxes on pause.
Yellow bubbles are rule boxes containing skip rules.
You can add rule boxes between the import and intermediate stages or between the intermediate and export stages:
If you add rule boxes to the green connections between the import and intermediate stages they affect all your exports in the site.
If you add rule boxes to the blue connections between the intermediate and export stage they only affect the selected export.
Note
You can add as many rule boxes to the same attribute as you need. But the order in which you add rule boxes matters as the platform performs them one after another. Higher rule boxes in the list have higher priority.
Go to Dataflow from your site's main menu and select a needed export from the drop-down menu on the left side of the top ribbon.
Select an attribute in the column where you are adding a rule box. The panel on the right opens.
Select the Select an Option drop-down menu, search for and select the needed rule box in the list.
Configure the rule box by selecting or entering values.
Tip
Select the wrench icon 🔧 in the top-right corner of the rule box to open advanced options such as pausing, duplicating, removing, or applying the rule box to a segment.
Select Save.
Go to Data View from your site's main menu, select the same export as in Dataflow where you added the rule box and see the changes in the attribute.
Edit a rule box in Dataflow
You can edit any rule box after you have applied it.
Go to Dataflow from your site's main menu and select a needed export from the drop-down menu on the left side of the top ribbon.
Select an attribute in the stage where you are adding a rule box. The panel on the right opens.
Configure the rule box by selecting or entering values.
Select Save.
Use Large View to add a rule box
Both in Data View and Dataflow, you can use Large View when adding a rule box. Large View lets you search for rule boxes by categories or sort rule boxes alphabetically or by popularity.
To add a rule box in Large View:
In the right panel opened after you selected an attribute for editing, select the Large View button.
Select All rule boxes to choose a needed rule box category, select if you want to sort the rule boxes alphabetically or by popularity, or search for the needed rule box by its name in Filter.
Drag the rule box to the needed stage: the green area is for import to intermediate stages, and the blue area is for intermediate to export stages.
Configure the rule box and select Save.
