How to Preserve API-Created Service Catalog Items During Clone Without Overwriting Lower Environment

PriyankaKonduru
Tera Contributor

We are working on Clone Management and need guidance on preserving Service Catalog items that are created automatically via APIs in lower environments.

In non-production environments, applications are on-boarded through APIs, which automatically create:

  • Service Catalog Items (sc_cat_item)

  • Variables and Variable Sets

  • Flows / Execution Plans / Workflows

  • Related configuration records

These catalog items also have environment-specific customizations, which are manual and not captured in Update Sets.

Key questions we are trying to address:

  1. Is it possible to preserve API-created catalog items and related configurations during a clone, similar to how standalone tables are preserved using Clone Profiles?

  2. Can catalog items and related tables be excluded or frozen during a clone to prevent overwriting lower-environment configurations?

  3. If exclusion is not feasible, is a recommended approach to:

    • Clone everything,

    • Remove catalog data,

    • Recreate catalog items via APIs,

    • Reapply customizations through scripts?

  4. What is the best way to identify and configure all related tables correctly in:

    • BAU Clone Profiles (limited data)

    • Full Clone Profiles (full production data)?

  5. How can we ensure in-development applications and catalog configurations are protected during clone activities?

Looking for best practices or proven approaches from the community to handle API-created catalog items and environment-specific configurations safely during cloning.

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