Redwood: Mass Assign Items to or Unassign Items From Catalog Categories

You can group multiple products into relevant categories in a single action using the mass assign items to catalog categories guided task flow. This streamlines catalog management by reducing the time and effort required to organize items individually. You can also unassign items for catalog categories using guided task flow.

On the Product Management page, click the View all actions link in the Actions section as shown in the following screenshot.

Product Management Page - View all actions Link

The Actions drawer is displayed. Search for and select Guided Tasks as shown in the following screenshot.

Actions Drawer - Guided Tasks

The Perform Guided Tasks page displays the available guided task flows.

Mass Assign Items to Catalog Categories

On the Perform Guided Tasks page, you can use the guided task flows that belong to the guided task category called Assign Items to Catalog Categories to group multiple products into relevant categories in a single action. You can filter through the list of guided tasks using the suggested filters beneath the search box. In this example, the Assign Items to Catalog Categories guided task flow is called Demo_Test_Assign as shown in the following screenshot.

Demo Test Assign Guided Task Flow

Each Assign Items to Catalog Categories guided task flow, at minimum, includes the following tasks:

• Select items to be assigned
• Select the target catalog categories
• Review and submit
• View item batch status

When running the task flow, you must navigate to each task in the same order it’s listed. To complete a task, click Done for each task. However, until you complete the Review and submit task, you can’t revisit any of the prior tasks in the task flow and make changes.

To mass assign items to catalog categories, you must initiate the specific task flow from the library and then run the task. The detailed steps are:

1. Initiate a predefined task flow for the Assign Items to Catalog Categories Process
2. Run the mandatory tasks

Initiate a Predefined Task Flow for the Assign Items to Catalog Category Process

On the Perform Guided Tasks page, click the guided task flow belonging to the Assign Items to Catalog Categories category. In this example, click Demo_Test_Assign task flow and then click Start Guided Task.

Start Guided Tasks

This completes the guided task initiation phase.

Run Mandatory Tasks

1. Click the Select items to be assigned task as shown in the following screenshot.

Task: Select Items to be Assigned

2. Select the items you want to assign and then click Done.

Items Selected for Assignment

3. Click the Select target catalog categories task.

Task: Select Target Catalog Categories

4. Select the target catalog categories to which items must be assigned and click Done. 

Target Catalog Categories Selected

5. Click the Review and Submit task. Review the selections and choices you’ve made. If there are no changes, click Done. This will submit the Item Import scheduled process.

Note: If you want to change any of your selections, click the respective task and do the changes. View the updated changes in the Review and Submit task and click Done.

Task: Review and Submit

6. Click the View item batch status task.

You can use this task to view the Job ID, Job Status, Submitted Date, and Batch Name of the scheduled process Item Import. You can click Refresh to view the progress of the scheduled process. When the Job Status changes to Succeeded, you’ve successfully completed the guided task flow. If the batch fails, then you can rerun the task flow after resolving the issue.

Task: View Item Batch Status

The following screenshot shows all the completed tasks.

All Tasks Completed

Unassign Items from Catalog Categories

On the Perform Guided Tasks page, you can use the guided task flows that belong to the guided task category called Unassign Items from Catalog Categories to unassign multiple products from catalog categories in a single action. You can filter through the list of guided tasks using the suggested filters beneath the search box. In this example, the Unassign Items from Catalog Categories guided task flow is called Demo_Test_Unassign.

Each Unassign Items from Catalog Categories guided task flow, at minimum, includes the following tasks:

• Select items to unassign
• Select catalog category to unassign
• Review and submit
• View item batch status

When running the task flow, you must navigate to each task in the same order it’s listed. To complete a task, click Done for each task. However, until you complete the Review and submit task, you can’t revisit any of the prior tasks in the task flow and make changes.

To mass unassign items from catalog categories, you must initiate the specific task flow from the library and then run the task. The detailed steps are:

1. Initiate a Predefined Task Flow for the Unassign Items to Catalog Categories Process
2. Run the Mandatory Tasks

Initiate a Predefined Task Flow for the Unassign Items to Catalog Categories Process

On the Perform Guided Tasks page, click the guided task flow belonging to Unassign Items from Catalog Categories. In this example, click Demo_Test_Unassign task flow and then click Start Guided Task. 

Perform Guided Tasks Page – Demo Test Unassign Guided Task Flow

The following screenshot shows the Start Guided Task action.

Demo_Test_Unassign Task Flow – Start Guided Task

This completes the guided task flow initiation phase.

Run Mandatory Tasks

1. Click the Select items to unassign task as shown in the following screenshot. Select the items you want to unassign and then click Done.

Task: Select Items to Unassign Task

2. Click the Select catalog category to unassign task. Select the catalog categories from which items must be unassigned and click Done. 

Task: Select Catalog Category to Unassign

3. Click the Review and Submit task. Review the selections and choices you’ve made. If there are no changes, click Done. This will submit the Item Import scheduled process.

Note: If you want to change any of your selections, click the respective task and do the changes. View the updated changes in the Review and Submit task and click Done.

Task: Review and Submit Task

4. Click the View item batch status task.

You can use this task to view the Job ID, Job Status, Submitted Date, and Batch Name of the scheduled process Item Import. You can click Refresh to view the progress of the scheduled process. When the Job Status changes to Succeeded, you’ve successfully completed the guided task flow. If the batch fails, then you can rerun the task flow after resolving the issue.

Task: View Item Batch Status

The following screenshot shows all the tasks are completed.

Demo Test Unassign – All Tasks Completed

This feature benefits your business by providing the following:

• Optimized catalog organization with accurate and well-organized product catalog
• Agility to swiftly update and manage product catalog categories in response to evolving business needs, seasonal changes, and regulatory requirements
• Reduced manual work and manual errors promotes faster product launches
• Enhanced customer experience as accurate and up-to-date product offerings are more easily and consistently presented to the market

Steps to Enable and Configure

Create and Configure the Assign Items to Catalog Categories Guided Task Flow

To create and configure the Assign Items to Catalog Categories guided task flow:

1. On the Product Management page, in the Actions section, click View all actions and then click Guided Tasks Configuration. The Configure Guided Tasks page is displayed as shown.

Configure Guided Tasks Page

2. Click Create. The New Guided Task drawer appears. Here, you must provide the details as shown in the following screenshot for the guided task you're creating. Select the Category as Assign Items to Catalog Categories. In the Name field, specify the task flow name for your specific business process. For example, Demo_Test_Assign is a task flow name to be used to assign items to various catalog categories. After adding all the details, click Create Draft.

New Guided Task Drawer

The <Guided Task Name> page is displayed in draft mode with a list of mandatory tasks. In this example, the guided task name is Demo_Test_Assign. For the Assign Items to Catalog Categories category, the mandatory tasks in the task flow are:

• Select items to be assigned
• Select the target catalog categories
• Review and Submit
• View item batch status

Task Flow in the Draft Mode

3. Click the Edit Task icon for each task, populate the relevant fields, and click Save. After you’ve updated all the steps, click Activate to make the task flow available for your users. The details for each task are outlined in the next few steps.            
4. Update the Select items to be assigned task. In this task, you specify the master organization from which the items must be selected for assignment.
   1. Click the Edit Task icon for the Select items to be assigned task. From the Master organization drop-down list, select the master organization from which you want to select the items. This is mandatory.
   2. Click Save.

Task: Select Items to be Assigned

5. Update the Select the target catalog categories task and do the following:
   1. Click the Edit Task icon for the Select the target catalog categories task.
   2. From the Select target catalog categories drop-down list, select all the catalog categories that are relevant to this task flow. This is mandatory. You can also choose to restrict these selections so that the user can only select from the specified catalog categories at the runtime.
   3. Click Save.

Task: Select the Target Catalog Categories

6. Update the Review and submit task. In this task, you can edit the specify the task expiry days. 

Task: Review and Submit

7. Update the View item batch status task. In this task you specify the task expiry days.

Task: View Item Batch Status

8. Click Activate to activate the task flow you have configured. After the task flow is activated, your users will be able access this task flow from the Guided Task flow library.

Activate Task Flow

Create and Configure the Unassign Items to Catalog Categories Guided Task Flow

To create and configure the Unassign Items from Catalog Categories guided task flow:

1. On the Product Management page, in the Actions section, click View all actions and then click Guided Tasks Configuration. The Configure Guided Tasks page is displayed as shown.

Configure Guided Tasks Page

2. Click Create. The New Guided Task drawer appears. Here, you must provide the details as shown in the following screenshot for the guided task you're creating. Select the Category as Assign Items to Catalog Categories. In the Name field, specify the task flow name for your specific business process. For example, Demo_Test_Unassign is a task flow name to be used to assign items to various catalog categories. After adding all the details, click Create Draft.

Guided Task Drawer

The <Guided Task Name> page is displayed in draft mode with a list of mandatory tasks. In this example, the guided task name is Demo_Test_Unassign. For the Unassign Items from Catalog Categories category, the mandatory tasks in the task flow are:

• Select items to unassign
• Select catalog category to unassign
• Review and submit
• View item batch status

Task Flow in the Draft Mode

3. Click the Edit Task icon for each task, populate the relevant fields, and click Save. After you’ve updated all the steps, click Activate to make the task flow available for your users. The details for each task are outlined in the next few steps.
4. Update the Select items to be unassigned task. In this task, you specify the master organization from which the items must be selected for assignment.
   1. Click the Edit Task icon for the Select items to be unassigned task.
   2. From the Master organization drop-down list, select the master organization from which you want to select the items. This is mandatory.
   3. Click Save.

Task: Select Items to Unassign

5. Update the Select catalog categories to unassign task. Instructions to update this task are:
   1. Click the Edit Task icon for the Select catalog categories to unassign task.
   2. From the Select catalog categories to unassign drop-down list, select all the catalog categories that are relevant to this task flow. This is mandatory. You can also choose to restrict these selections so that the user can only select from the specified catalog categories in the runtime
   3. Click Save.

Task: Select Catalog Categories to Unassign

6. Update the Review and submit task. In this task, you can edit the specify the task expiry days. 

Task: Review and Submit

7. Update the View item batch status task. In this task you specify the task expiry days.

Task: View Item Batch Status

8. Click Activate to activate the task flow you have configured. After the task flow is activated, your users will be able access this task flow from the Guided Task flow library.

Task Draft Page

Tips And Considerations

• When assigning items to catalogs that are master controlled, the master organization item and all the child organizations items are automatically assigned. 
• Unassigning items from catalogs associated with specific functional areas causes errors because the functional area rules don’t allow items to be unassigned from categories.

Key Resources

• Refer to Perform Guided Task Flows in the Oracle Fusion Cloud SCM: Using Product Master Data Management guide, available on the Oracle Help Center.

Access Requirements

Users who are assigned a configured job role that contains these privileges can access this feature:

Configure Guided Tasks:

• Guided Task Builder (ORA_EGI_GUIDED_TASKS_BUILDER_DUTY)
• Guided Task Builder (ORA_EGI_GUIDED_TASKS_BUILDER_DUTY_HCM)
• Manage Guided Task Builder (EGP_MANAGE_GUIDED_TASK_BUILDER_PRIV)
• Manage Product Management Guided Task Categories (PER_SCM_MANAGE_PRODUCT_MANAGEMENT_GUIDED_TASK_CATEGORIES_PRIV)
• Explore Product Management Guided Tasks (PER_SCM_EXPLORE_PRODUCT_MANAGEMENT_GUIDED_TASKS_PRIV)
• Manage Change Orders (ACA_MANAGE_CHANGE_ORDERS_PRIV)

 Perform Guided Tasks:

• Guided Tasks Run Time (ORA_EGI_GUIDED_TASKS_RUN_TIME_DUTY)
• Guided Tasks Run Time (ORA_EGI_GUIDED_TASKS_RUN_TIME_DUTY_HCM)
• Run Guided Tasks (EGP_RUN_GUIDED_TASKS_PRIV)
• Manage Change Orders (ACA_MANAGE_CHANGE_ORDERS_PRIV)
• Monitor Product Management Workflow Objects (ACA_MONITOR_PRODUCT_MANAGEMENT_WORFLOW_OBJECTS_PRIV)
• Access User (EGP_ACCESS_USERS)

View Guided Tasks:

• Guided Tasks View (ORA_EGI_GUIDED_TASKS_VIEW_DUTY)
• Guided Tasks View (ORA_EGI_GUIDED_TASKS_VIEW_DUTY_HCM)

Other Privileges for this flow:

• Access Guided Tasks Assign Items to categories  (EGP_GT_RUN_ASSIGN_ITEMS_TO_CAT_PRIV): Give access to users to Mass Assign Items to Category guided task flow.
• Access Guided Tasks Unassign Items from categories (EGP_GT_UNASSIGN_ITEMS_TO_CAT_PRIV): Give access to users to Mass unassign Items to Category guided task flow.