Edit a custom Requirement Set. Add an alias or mark a preferred.
Requirement Sets define the content needed for a given Recipient. They can be found in the Recipient Profile of the Connections tab. New Requirement Sets can be created for only Custom Recipients, as every other type of Recipient determines their own Requirement Set.
When creating a custom Requirement Set, you will define attributes, attribute sections, required and optional statuses, required language variants, and category attributes.
- Navigate to the Recipients List via the Connections tab on the left.
- Select the Custom Recipient the new Requirement Set will be linked to. Filter the list by selecting Manually Configured in the Connection Type dropdown menu at the top.
- Click the name of the Requirement Set you would like to edit.
- Click on the Requirement Sets tab at the top.
- Click the Pencil icon to the right to edit the set.
- Click Save Requirement Set at any time to save the set as a draft. It can be edited at any time. A draft version can be viewed in the Requirement Sets page of the Recipient.
- Click Publish when the set is finished and ready to be used on Product Details pages and to distribute to Recipients.
An alias is an alternative label for an attribute, displayed on the Product Details Page with an icon to indicate its use. It replaces unclear or abbreviated names from the dataset with a more descriptive and user-friendly label, helping users easily identify the attribute's purpose.
To apply an Alias follow steps 1-5 above and locate the Alias field to the right of the Attribute name
A preferred Requirement Set will be the set displayed when you first come to a Product Details page. Instead of toggling between Recipients and Requirement Sets, choose one you expect to use frequently and make it preferred.
Click the star icon beside a Recipient or Requirement Set on the Product Details page or a Bulk Edit view.
