Buyer Guide - Procserve Marketplace content tags in Product Manager


Introduction                                            

Content tags allow buyer defined tags to be assigned to individual items. This allows a buyer adminstrator to:

The first step is to define your content tags. Content tags are added by clicking on the ‘plus’ button in the Content Tags section in the Manage Agreement page:

Clicking the ‘Plus’ button opens a pop-up screen. Enter a tag name into the input field. A tag name cannot contain spaces (although numbers, hyphens, underscores, and full stops are valid).

When tags are added, they appear in the Agreement:

Tags can be deleted by clicking on the ‘X’ on the tag.

Once tags have been added to the Agreement, they can be assigned to individual items in the price list linked to the Agreement.

Assigning content tags in the user interface

From the Manage agreement page, click on the ‘cog’ button in the Price List section:

In the Agreement Price List items page, each item linked to the agreement is displayed. Click on the ‘Content tag’ value to assign a content tag:

 

Once the Content tag value has been clicked on, a drop down is displayed:

The values displayed match the content tags added to the agreement. Once a value is selected, it is visible in the Agreement Price List Items page for each item:

Assigning content tags in bulk

Content tags can also be assigned in bulk. Click on the ‘download’ button to download a csv file:

 

 

 

This will open a pop-up dialog window. Click on the ‘Export’ button an wait for the download to complete. Once complete. Click on the link displayed to download the file:

Open the csv file in Excel and enter the desired content tag values.

Important note: only tags that exactly match tags added to the agreement will be recognised. Ensure to check spelling and upper and lower-case characters:

Once the desired values have been entered, upload the file by clicking on the upload button in the Manage agreements page:

 

 

In the Import page, click on the Select File button and select the updated csv file and click Upload:

Once the file has been uploaded, a success message is displayed:

If the upload fails, an error message will be displayed. Ensure that the file has been saved as a csv file and is in the UTF-8 format.

To check that the content tags have been assigned as expected, review the items in the price list. Click on the ‘cog’ button in the price list section to review the items.


 

If you wish to restrict access to content based on tags, this can be done by assigning tags to a View. This step is optional.

Navigate to the View directory, select the View to use with the Agreement, click on the ‘cog’ button to add the Agreement to the View:

In the Select Agreement page, locate the target Agreement and click on the ‘plus’ button to add to link it to the View.

If the Agreement being linked contains Content Tags, a pop-up window will be displayed, where you can select which tags should be used in the View. Only items with the tags selected will be visible in the Marketplace for users in this View:

In the example above, users in this View will only be able to view items that have the ‘core’ tag assigned.

After the changes have been saved, a ‘tag’ icon is displayed next to the Agreement name in the Select Agreement page:

To edit which tags to use, click on the ‘cog’ icon to edit the tags used in the View.


 

After the content tags have been assigned to the items and the View (if required), the changes can then be published to the Marketplace.

In the Manage View page, click on the ‘publish’ button. The button should be visible if unpublished changes have been made:

After publishing, allow a few minutes before the changes are visible in the Marketplace.


 

Once the updated content has been published to Marketplace, content tags are available as search filters. If any content in the search results contains content tags, new content tags search filters should be available. Clicking on the content tag filter will limit the search results to items containing the tag: