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Commercial models filter groups

Elena Damiani
  • Updated

The 3CAD Next Supervisor offers the possibility to implement a filtering system for commercial models based on tags. These filters can be created in the section Commercial models filter groups of the Supervisor to be then associated with commercial models. Tags filters can be flexibly used according to the specific needs of the project. Once defined within the Supervisor, they require customization to allow their visualization in the 3CAD Next front-end window.

 

Example
In a 3CAD Next project for a sofa reseller company, a tag filtering system has been implemented and the following tag has been created:
Tag name = "Functionality"
Tag option = "Reclining", "Footrest", "Sofa bed", "Cup holder", "Container compartment"

 

When clicking on Commercial Models Filter Groups in the Supervisor's dashboard, a page opens where all the previously created filters are listed, if any exist.

 

In this window, it is possible to:

 

Create a new tag filter

To create a new tag filter, take the following steps:

  1. Enter the Supervisor (in the correct environment).

     
  2. If more than one catalog has been created in the Supervisor, select the right one at the top of the Catalog area.
     
  3. Click on Commercial Models Filter Groups, in the Catalog area of the dashboard.

    3CSV_EN_Commercial_Models_Filter_Group.png
     
  4. In the page that opens click on Add Filter on the left-hand side of the window. If other filters are already listed on the page, scroll to the end of the page to find the button. A boxed form opens in the window.

     
  5. Type the name of the filter in the Name field. The filter's name must be an alpha-numeric name or code. Note: Symbols are not accepted in this field.

     
  6. Click on Add option.

     
  7. In the field Option that appears, type the name or code of the first filter option.

     
  8. (OPTIONAL) Type or paste the path of an image to be associated with the option.

     
  9. Repeat points from 6. to 8. to add other options.

     
  10. Click on Save Filters in the top right-hand side of the window. The new tag filter is now created and can be associated with commercial models from the commercial model form, in the Filter Groups drop-down section - see article How to create, edit, and delete a commercial model > Create a commercial model > Filter groups.
     

Edit a tag filter

To edit a tag filter, do the following:

  1. Access the Supervisor.

     

  2. If more than one catalog has been created in the Supervisor, select the right one at the top of the Catalog area.

     

  3. Click on Commercial Models Filter Groups, in the Catalog area of the dashboard.

     
  4. In the page that opens, identify the filter and edit it as needed (see the paragraph above for the detailed description of the fields).

    3CSV_EN_Edit_Tag_Filter.png
     
  5. Click on Save Filters in the top right-hand side of the window. The changes are now saved.

Delete tag filter

To delete a tag filter, take the following steps:

  1. Access the Supervisor.

     

  2. If more than one catalog has been created in the Supervisor, select the right one at the top of the Catalog area.

     

  3. Click on Commercial Models Filter Groups, in the Catalog area of the dashboard.

     
  4. On the page that opens, identify the filter and click on Delete Filter in the related box. The filter is now deleted.

    3CSV_EN_Delete_Commercial_Models_Filter_Group.png

 

Next step: The statistics dashboard

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