Viewing Catalogs for Searchable Lists
Items are used in Searchable List tasks. These can be SKUs, product names, or any other grouping of about 30 items or more that your field reps may need to choose from to complete a task. Items are grouped into Catalogs to make them easy to categorize for use in Missions.
To view the Catalogs available for your company, select Items from the main navigation bar at the top of the page.
View and Search Catalogs
By default, Catalogs are listed alphabetically by Catalog name. You can sort by Name, Status, Item Count, Created At date or Updated At date by clicking on the corresponding column header.
To search a list of Catalogs by Name, start typing in the Search Catalog Name bar. Even a partial search will return matches.
To download a list, click the Export button and select the file type: CSV or XLSX. This will export the exact fields you’re viewing in the web dashboard. If you have filtered the list using a Search, only the filtered list will appear in the export.
Click the link in the green bar to access the export file.
View Assigned Missions
To see a list of all Missions using a Catalog, click on the Catalog name from the main Catalogs view, then click View Assigned Missions.
By default, you’ll see Started Missions displayed. You can also select different Mission statuses by clicking the navigation links at the top of the screen: Started, Scheduled, Draft, Stopped, Archived and All.
Each table can be sorted and searched by Mission Name.
For information on how to view and export Items within a catalog, read our Viewing Catalog Items article.