Product Information Manager : Boilerplates

Access

Click Texts - > Boilerplates to get access to the given functionality.

Contents

Overview

A boilerplate is the term used to describe sections of text that can be further included in many places with little or no alteration such as a signature at the end of a letter.

Boilerplates are widely used in e.g. the legal profession as many paragraphs are used over and over in agreements with little modification or no modification or can contain contact information or fix description parts for products and much more.

As boilerplates support language translations, using boilerplates improves consistency, effectiveness and efficiency of translations.

Boilerplates can be used in:

• Contracts in PIM
• Publications in CMP
• Attribute values

Search Boilerplates

To search for boilerplates, enter details for any of the search parameters like:

• Boilerplate ID
• Status
• Translation (Status and/or Language)

• Additional Approval
• Keywords
• Added/Changed since
  
• Description

Click  to initiate search and display search results. Use the  button to clear and reset search parameters.

Add Boilerplates

To add a boilerplate, click on the  button to open the editor.

Enter details for Boilerplate ID and Status fields, both of which are mandatory.

The Comment field provides brief information in regard to this boilerplate (where it can be used, where it cannot be used, what are conditions, when it is used etc.).

Entering Keywords for a boilerplate makes it easy to search and find it later.

Boilerplate Description is the boilerplate translation in different languages. Click the button to add a new boilerplate translation and select the language from the drop-down list options. All languages available in the system are available here.

All newly added translations have New status, which can be edited as may be needed.

Use icon to delete the relevant boilerplate translation.

Select the type of the boilerplate:

• Text meaning that the boilerplate translation is a plain text.
• Markdown meaning that the boilerplate translation is a markdown text.

In case of a Markdown boilerplate type, a rich text markdown editor is displayed.

Select Additional Approval check box, if additional approval of boilerplate translations is required.

Click  to save the newly created Boilerplate or  to save it and create a new boilerplate.

Click to cancel and return to the search page.

Edit / Copy / Delete Boilerplates

Use the respective buttons in the right column of the search results table to edit, copy or delete a specific Boilerplate.

Edit

Click in the right column of the search results table for a specific boilerplate to edit it. This loads the editor for this job.

Make the changes in the boilerplate and click to save the changes or  to save the changes and create a new boilerplate.

Click to cancel.

Copy

Boilerplates can be copied using the   button in the right column of the search results table. This creates a copy of the boilerplate and opens it in edit mode. The copy will include all data from the Boilerplate except for the Boilerplate ID.

Enter a new Boilerplate ID and make other changes if required. Click to save and validate the changes.

Delete

To delete a Boilerplate, click the  button in the right column of the search results table. This opens the delete confirmation pop-up window.

Export and Import of Boilerplates and Their Translations

The following export and import are supported:

• JSON/Boilerplate: boilerplate export/import in JSON format for easy boilerplate transfer between PIM and external systems.
• EXCEL/Translation: boilerplate translation export/import in EXCEL format for easier translation process of boilerplate descriptions into different languages.

JSON/Boilerplate

Export

On the Boilerplate page, select boilerplates for the export and then JSON/Boilerplate option from the drop-down list.

When export is completed, click the Download export result link to download a JSON file with boilerplates.

Import

On the Boilerplate page, select JSON/Boilerplate option from drop-down list in the upper-right corner.

A JSON file with boilerplates can be imported in two modes:

• Insert/Update mode: to insert new boilerplates from incomming file and update existing boilerplate data with data from imported file.
• Replace mode: to delete the data from the boilerplates (found by ID) and replace it with imported data.

Select the mode and drag the file for import from your computer and drop it into designated area or click the select from your computer link to add the file.

After the successful import, a message with the number of inserted/updated boilerplates is displayed.

EXCEL/Translation

Export

On the Boilerplate page, select boilerplates for the export and then Excel/Translation option from drop-down list.

Select Source Languages (multiple selection is possible) to export the translations in this language or languages as source values.

Select Target Languages (multiple selection is possible). The translations in these languages are needed.

Click  to export translations Exel file.

After the completion of export, click Download export result link to download the Excel file.

Import

On the Boilerplate page, select EXCEL/Translation option from drop-down list in the upper-right corner.

Drag the file for import from your computer and drop it into designated area or click the select from your computer link to add the file.

After the successful import, a message with the number of inserted/updated translations in target languages is displayed.