Forms in Sales Layer
In Sales Layer, the principal way we control the information we store on our products is via Forms. We can access these directly by clicking on a product's name, when in
From here you have all the fields for that product arranged in a default layout based on the template you used when first importing your products, which can then be personalized.
To begin personalizing the layout, you can first create tabs to better group your information. For example, we could create a tab that would keep all the fields that come from our ERP. To do this we click on Actions, then on Redesign Forms.
Then, from here, we click on the yellow icon in the top right-hand side and select New Page.
We could also create another tab: SEO, where we would place all the fields related to SEO using the same process.
Once these have been created we can easily move fields between tabs, as long as we are still in Redesign Form mode, by selecting the yellow icon which corresponds to the respective field and clicking on Move.
There is however a small restriction when it comes to moving fields across tabs; any fields that are considered basic:
Tip: The platform allows you to incorporate emojis to enhance tab titles or texts. This option facilitates differentiation between tabs and adds a touch of creativity to your texts, elevating their visual impact. 😍
As well as creating tabs, you can also customize the size each field occupies using Resize:
What is more, we can also create sections to separate fields into groups within a tab. Each of these new sections can also be given a name to help illustrate the characteristics or functions of the fields it contains.
The concept of Forms is closely linked to that of Families, but because of how important Families are, we will take a deeper look at them in a later section. For now, only remember that the family of a product belongs to the way we control which fields it is associated with.
Having said that, there are three vital details to bear in mind:
- To edit the content of a multi-language field, for all the different languages you are using, you need to click on the multi-language icon (which looks like a speech bubble).
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Moreover, you can improve your text quality by using Artificial Intelligence, which will suggest an alternative and more complete and detailed text of your product that you will be able to modify later. All you have to do is click on the wand icon:
The system works as follows:
- Its use in the current version is limited to the
Product description field.
If the field is not filled in, it will create content from scratch based on the information it obtains from other fields.
- If the text already exists, depending on the quantity and quality of the text, it will apply an enrichment.
- It allows us to generate longer descriptions up to 5,000 characters and to work with descriptions that have HTML.
Note: The version of OpenAI included in this update is an initial version that will evolve in future versions. By default, the platform offers 20 free trials. Once consumed, the user can contract packs through the usual contact methods.
Finally, the generated text can be applied, discarded, or regenerated as shown in the following screenshot:
- You also have the possibility to change a field’s contents using Edit Mode, by clicking on the icon of two A’s; this allows you to add richer text content as well as adding images
- You can automatically translate into other languages by using the Google Translator plugin. This translation must be done individually for every language option in each field, but not in bulk. This is to ensure translations are done effectively. Once the free characters have been exceeded, the invoice is issued in Sales Layer for the consumption made.
You can see how to modify and edit the type of fields in the sections Related Items and Importing Images.
Note: If when deleting a field in the form we click "No" in the option "Do the same in all Product forms", the field will remain "Unused" if it exists in another family and you will be able to recover it. With this option, you will not only recover the field but also its previous content, as long as it remains in another family.
Note: As this is an automatic translation, it is convenient to review it afterwards.
Note: To modify and edit the type of fields, we suggest the section on modifying fields and creating new images.