Data views
Every Data view in Products & Services, with direct links and what each one shows.
Use Catalog to read and maintain existing records in each native table. Creation steps belong to its 1 - Create … (intake) section. Mirror views are named for the records they expose; Internal companies is the Organization subset.
How to use the views
Start a record in Step 1 so its lifecycle is prefilled as Draft. Follow Intake Step until the closing view, read the check and set Active when ready. Step 1 sorts Created At newest first; subsequent steps sort oldest first. Each step shows only its inputs and decision context. Use Catalog for Active-record review, corrections and archival. An existing record with no lifecycle status needs Draft set in Catalog before it can appear in the first step.
Complete view catalog
Product Category
| View | Purpose |
|---|---|
| Step 1 - Name the product category | Creation intake step |
| Step 2 - Validate and activate category | Creation intake step |
| Catalog | Catalog reference and maintenance |
Brand
| View | Purpose |
|---|---|
| Step 1 - Name the product brand | Creation intake step |
| Step 2 - Validate and activate brand | Creation intake step |
| Catalog | Catalog reference and maintenance |
Price List
| View | Purpose |
|---|---|
| Step 1 - Name and scope list | Creation intake step |
| Step 2 - Validate and activate list | Creation intake step |
| Catalog | Catalog reference and maintenance |
Product
| View | Purpose |
|---|---|
| Step 1 - Name and describe product | Creation intake step |
| Step 2 - Classify and assign product | Creation intake step |
| Step 3 - Validate and activate product | Creation intake step |
| Catalog | Catalog reference and maintenance |
| Sync - Project Management | Publication; preserve its existing configuration |
Offer
| View | Purpose |
|---|---|
| Step 1 - Name product and seller | Creation intake step |
| Step 2 - Set price and unit | Creation intake step |
| Step 3 - Validate and activate offer | Creation intake step |
| Catalog | Catalog reference and maintenance |
Organization (mirror)
| View | Purpose |
|---|---|
| Internal companies | Core reference records |
Product Component
| View | Purpose |
|---|---|
| Step 1 - Name whole and part | Creation intake step |
| Step 2 - Set quantity and unit | Creation intake step |
| Step 3 - Validate and activate component | Creation intake step |
| Catalog | Catalog reference and maintenance |
| Sync to Project Management | Publication; preserve its existing configuration |
Tags (mirror)
| View | Purpose |
|---|---|
| Tags | Core reference records |
Membership (mirror)
| View | Purpose |
|---|---|
| Memberships | Core reference records |
Department (mirror)
| View | Purpose |
|---|---|
| Departments | Core reference records |
Person (mirror)
| View | Purpose |
|---|---|
| People | Core reference records |
Position (mirror)
| View | Purpose |
|---|---|
| Positions | Core reference records |
Team (mirror)
| View | Purpose |
|---|---|
| Teams | Core reference records |
Classification term (mirror)
| View | Purpose |
|---|---|
| Classification terms | Core reference records |
Publication and maintenance
Product → Sync - Project Management and Product Component → Sync to Project Management retain their publication settings. Confirm the consuming sync before changing a publication filter or visible column. The original Offer reference view keeps its ID after being renamed Catalog; check its CRM sync mapping before changing its configuration.
The intake guide lists the exact columns and required inputs of every step. Checks do not block saving or lifecycle changes.