Navigator in Product Management Work Area
You can use the Product Management Navigator to access your saved searches across Product Management objects and add, pin, and copy items, manufacturers, or workflows to and from your clipboard.
With the saved searches for each object, you can quickly navigate to the records you want without re-entering the search criteria. Also, you can refine your search further or create a new saved search.
Tagging lets you organize saved searches and clipboard items for a specific purpose. By assigning tags to relevant objects, you can effortlessly recall these collections when conducting searches, streamlining access to valuable information. You can search for tagged objects using the Tag filter and select a tag group.
You can also navigate to a specific detail tab from the clipboard. To access the Navigator, on the News Feed page, click the Product Management icon or click Product Management Overview in Quick Actions. The Product Management landing page is displayed. Click the Navigator tab at the bottom to view the Navigator.
You can pin the Navigator so that it persists in the left-hand panel. When you unpin, it automatically closes. Click the Navigator tab to access it again.
Access Saved Searches
- Easily find and select personal saved searches across objects using the
Filters option. Filters limit searching saved search based on:
- Pinned items
- Object type
- Tag used for an object
- Run saved searches by clicking the link for the object.
- Use the search to search for saved searches by name
- Use the Tag icon and tag the saved search into one of the existing tag groups. You can also create a new tag. When you click the Tag icon, a blank field appears. Type the tag name and press Enter to create the tag. When you hover or click the Tag icon for an object, the associated tag name is displayed.
Access Clipboard
With the Navigator’s Clipboard tab, you can:
- Add items, manufacturers, or workflows you want to save and access at a later time. You can select the item, manufacturer, or workflow and launch the detail page.
- Items added to the clipboard will be available in the clipboard in the Product Management work area.
- Pin clipboard items so that they appear at the top (beginning) of the clipboard for quicker access.
- Use the filters to limit searching clipboard items by:
- Pinned or not pinned objects
- Object
- Pinned items are always displayed at the top (beginning) of the clipboard and have their checkboxes selected, followed by objects most recently copied to the clipboard.
- Click the Tag icon for an object to view the tagged groups.
- Click the Actions icon for an item and then select the tab that you want to view in the item details page.