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PM catalog pre-selection

Before any folders or tasks exist for a SKU, a Product Manager records the catalog and production decisions on the Product Planning (NPI) board. These decisions live in a set of trigger columns at the top-level item. Once they are complete, the board automations build the LucidLink folders and create the subitem tasks for the design, video, and CG teams.

This page covers what the PM fills in for the two product kinds (decorative and functional) and how those entries hand off to the automations. The systems that react to these columns are explained once in the automation ecosystem; status meanings live in the status glossary.

For each SKU, the Product Manager and Brand Manager decide on the following columns. Every column must hold a clear Yes or No before anything downstream can run.

ColumnDecisionWhat it means
Catalog SelectionYes / Nowill this SKU be featured in the catalog?
Videography (USA)Yes / Noteam responsible for video content in the US?
Videography (AMC)Yes / Noteam responsible for video content at AMC?
Photography (USA)Yes / Noteam responsible for photography in the US?
Photography (AMC)Yes / Noteam responsible for photography at AMC?
CG SelectedYes / Nowill this require CG work to replace photography?

Trigger columns on the Product Planning board

For decorative products the decision set is compact.

  1. Fill every column. None can be left blank. The automation reads each column, so a blank stalls the SKU.

  2. Focus on the catalog path. The key pair is Catalog Selected then CG Selected. Any additional notes are optional and are not read by the automation.

  3. Mark each as Yes or No. These binary answers are what the downstream automations use to decide which folders and tasks to create.

Watch the decorative pre-selection walkthrough:

Functional products carry a few more fields because existing assets are often reused, and some columns auto-adjust based on others.

Possible extra fields to record:

  • Existing Images
  • Existing Line Drawings
  • Website Link (the source for assets)
  • Processing and feature notes

Built-in column behavior to expect:

  • If Catalog Selected = Yes, then Product Video automatically flips to No (videos are not produced for functional catalog items).
  • If CG Selected = Yes, the related columns automatically flip to No.
  • A flip to No triggers the relevant automation in order, so wait for each one to finish processing before changing the next.

Watch the functional pre-selection walkthrough:

Once the trigger columns are complete, the project manager runs the automations that turn these decisions into folders and tasks. The full chain is documented in the automation ecosystem; the folder layouts the automation builds are in folder structures.

  1. Folder creation. With all columns answered, set the folder_automation column to Run. MIFFED then builds the pre-templated folder structure on LucidLink for each team that needs it. Allow up to about an hour for large batches. Items leave this view once the automation has run.

    folder_automation trigger column on the Product Planning board

    Result statuses to expect:

    StatusMeaning
    Doneall possible folders were created at all locations
    Failedonly some folders were created - sometimes expected (not every team needs one), but if it’s not, your pipeline supervisor should check why

    A Failed result is not always a problem - when not every team needs folders, a partial run is expected. If it is unexpected, flag it to your pipeline supervisor. To create more folders later, set any of the six trigger columns to Yes and flip folder_automation back to Run.

  2. Task creation. With folders in place, create the subitem tasks based on the catalog decision:

    • If Catalog Selected = Yes, flip tasks_workflow to create_tasks to generate the full set of catalog tasks (including the app-shot work).
    • If Catalog Selected = No, flip ppid_workflow to create_tasks to generate the lighter PPID task set.

    Workflow trigger columns on the Product Planning board

    Select eligible items and run task creation one at a time or in a batch.

  3. Review the results. Check the Recently Automated view and confirm the number of tasks created matches what you expected. Iconik and Monday notify the relevant team members automatically as items and subitems are created, so you do not need to chase anyone manually.

Watch the project manager automations guide:

  • A SKU will not advance - confirm all six trigger columns hold a Yes or No. A single blank stops folder and task creation.
  • A subitem like photography_version did not appear - occasionally a single subitem does not auto-create. Reach out to your project manager or pipeline supervisor.
  • Folder automation returned Failed - a partial run, expected when not every team needs folders. See the folder result table above and the automation ecosystem.
  • A column flipped on its own - functional SKUs auto-flip dependent columns to No. See the functional behavior list above.