Field Types: Bundles, Related Items and Sales Material Table


The Related Items field allows you to link different items, regardless of whether they are from the same table or not.

First of all, create the Related Items field in the product form you wish by selecting Edit Forms > Add New Field and choosing Related Items as a type:

Related items field

Now you can click on Configure and specify which table you want to link with the item: it can be Products, Categories, Variants, and so on.

Variants option

When selecting the table to link, we can also choose 4 fields that we would like to see for each item:

Choosing up to four fields
Selection of up to four columns  

Note: Fields that can be added to the view are of type short text or number. The default selector will show only those field types to be selectable for the view and will ignore other types that may exist in the related table.

It is now time to save your settings. After that, you can either import the references that you want or establish the connection among the items manually.

With the Manage Items button on the right side of the field, you can have an overview of all the items in the table.

Manage items option

Note: This button is only displayed when the related table contains at least one item.

By clicking on Manage Items, a new window will appear showing more information about the items: the reference field, the name, the tag(s), and the date and time of the last modification. Apart from the reference field – which is always selected by default – you can choose up to 4 additional fields. If you wish, you can even use a search bar to refine the search and select the items you need.

With the command to the left of the arrows, you can order the selected items. In addition, the order chosen for the elements will be the one that will be preserved in the data export through connectors.

Search bar

The arrows on the left allow you to order the selected items. The order you choose for the elements will be the same order that will appear when you export the information through our connectors.

Move items

In case the amount of the selected items is larger than one page, the sorting can only be done within the same page. If you click on the pencil icon that you find on the right side of each item, a new tab will open and you will be redirected to its form. If you click on the reference, you will open a product sheet preview and will be able to see all the fields and the relative information of the item.

product sheet

As well as relating items from Products, Categories, Variants it's also possible to establish connections with items from Points of Sale or Sales Material.

Remember, as we mentioned previously, Sales Material is used to store information which is not strictly product data, or which could be reused for multiple products, for example a charger which could be used with various different mobile phones. You would have the specifications of the charger, its images, perhaps its user manual. Then instead of copying this information for each mobile it was compatible with, you simply create a field for the mobile Products and relate the items.

To create a folder in the Sales Material section:

  • Click on Sales Material from the main menu.
  • Click on the Add new Folder option.
  • Enter a name for your new folder.
  • From here you can start adding new items in the same way you did with Products or Categories.

Once the table is created, if we return to the configuration of the related field, by clicking Configure, we can already establish a relationship with the brand new Sales Material table.

To conclude, when you take the information from a table in a connector (for example, products), the related item field will show the internal reference that connects that product with another table (following the previous example, from Product you will get the reference of a sales material table). Instead of that reference, if you want to extract another field from that table (such as the name or description) you will have to use the Replace From Table formula, as explained in another section.