edit the published catalog item in catalog builder

Codi
Tera Contributor

‎06-06-2023 05:53 PM

Hi guys,

Is it possible to edit a published catalog item in catalog builder even if you are not the author of it?

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Community Alums
Not applicable

‎06-06-2023 08:14 PM

Hi @Codi ,

yes you can!!

  1. To edit a catalog item in catalog builder, perform these steps.
    1. Navigate to Service Catalog > Catalog Builder.
    2. Select the Catalog Items tab.
    3. Select the item you want to edit and click Edit.
      Note:

      To edit an item in the In review state, you have to cancel the review. After you cancel the review, the item’s state is reverted to Draft.

    4. Make the required changes and click Save. For information on editing a question and catalog item fields, see Edit a question in catalog builder and Create a catalog item using a template.
    5. To make an item inactive, deselect the Item is active check box in the Basic info section of the Details step.
    6. To publish the modified item, navigate to the Review and submit step and click Submit.
  2. To add advanced capabilities, such as catalog client scripts, data lookup rules, and advanced reference qualifiers, edit a catalog item in Now Platform.
    A user with the admin or catalog_admin role can perform this step.
    1. Navigate to Service Catalog > Catalog Definitions > Maintain Items.
      Note:
      • A 
         

         

         beside a catalog item indicates that it is the published version of the item that has been checked out for editing in catalog builder.
      • A 
         

         

         mark beside the item indicates that it is the draft version of the item that can be directly edited in Now Platform.
    2. Open the published item you want to edit.
    3. Select the Edit checked out item in advanced view related link to open the draft version of item and then add the required capabilities.
      Note:
      • When a published item is checked out for editing, you cannot edit the published version of the item in Now Platform, unless you cancel the checkout in Now Platform. Canceling the checkout cancels all changes made after the item was checked out.
      • To edit an item in the In review state, you have to cancel the review. After you cancel the review, the item’s state is reverted to Draft.
    4. Make the required changes and click Update.
    5. To edit the same item in catalog builder, click Edit in Catalog Builder.
      If the item has not already been checked out, this step checks out the item.