Viewing Catalog Items

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 a list of Items in a Catalog, click on the name of the Catalog you want to view. You’ll be taken to a page with the Catalog name at the top, and a list of Items below. See our Viewing Catalogs article for more detail on how to access the Catalog page.

By default, Items are listed alphabetically by name. You can sort by Name, Custom ID, Position, Status, Created At date, Updated At date, or any associated properties by clicking on the corresponding column header.

Search for specific Items by typing the Name or Custom ID into the Search bar. Even a partial name or ID 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.

Advanced Configurations

Dynamic Searchable Lists

Catalogs have an advanced configuration available that allows for dynamic scoping of items based on the location at which the mission is being completed.

This functionality is driven by a match in property key values on the place and the catalog item hosted in the system. When a match is identified, only matched enabled items will be available for selection when completing a mission. When a match is not identified, all enabled items will be available for selection when completing a mission.

To learn more or to enable dynamic scoping on a catalog, please contact your Customer Success Manager.