How to transfer catalog items from one instance to another?

Jehiellb · ‎08-21-2019

Hi Team,

Is there a way to transfer the Catalog Items from one instance to another without missing anything like the ff.

Variables (including question choices)
Variable sets (including associated variables, client scripts, and UI policies
Client scripts
UI policies
Additional categories
Approved by user and group
Available for/Not Available for lists
Order guide rule base
Workflows
etc.

Your time and effort to help will be much appreciated. Thank you in advance!

Allen Andreas · ‎08-21-2019

Hi,

As others have mentioned, you'd need to capture those things in an update set and then bring that to your other instance. The catalog item is one piece, then workflow is on a separate table, the available for and all that is on another table, variable set on another, etc. So you wouldn't be able to simply go to catalog item and choose "add to update set" and get everything. You can go to each one of those pieces and open in new window (if applicable) and then select "add to update set" and grab them. The workflow, if you open it and click properties, add to update set is at the bottom there if you want to go there or...just search the workflow table for it, but going to the workflow for me is just easier.

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View solution in original post

Allen Andreas · ‎09-02-2019

Hi, just wanted to check-in on this. Please mark my reply Correct if that answered your question and any others as Helpful as that helps show your question as resolved, gives credit to the posters and lets other users who may have the same question see the correct answer faster.

Thanks so much!

Please consider marking my reply as Helpful and/or Accept Solution, if applicable. Thanks!