Make changes to an existing catalog item if you have permissions to edit the item.

Before you begin

  • You can edit a catalog item if you are a catalog admin.
  • If you have the catalog_builder_editor role and you are the owner of the catalog item, you can edit it. If the template access property, glide.sc.builder.template_access, is set to true (which is false by default), any user with the catalog_builder_editor role with access to the template used for creating the catalog item can edit the item.
  • Role required: catalog_builder_editor, catalog_admin, or admin

About this task

When you edit a published item in the catalog builder, the system creates a draft copy of the item and its associated records such as variables, UI policies, and client scripts. The draft version is inactive until published. The published item remains in the published state and the Checked out field is set to True.

After you edit the item and submit it, the following scenarios are possible:
When a pre-publish subflow isn't configured
  • The edits to the draft version are merged with the associated published item.
  • The draft item and the associated records are deleted.
  • The Checked out field of the published item is set to False.
When a pre-publish subflow is configured
  • The state of the draft item is changed to In review.
  • If the state variable of the subflow output returns Completed:
    • The state of the draft item is changed to Reviewed and edits made to the draft version are merged with the associated published item.
    • The state of the published item changes to Publishing, then to Published, and the Checked out field of the published item is set to False. The state change from Publishing to Published may not happen instantaneously.
    • The reviewed draft item and the associated records are deleted.
  • If the state variable of the subflow output returns Failed, the state of the draft item is reverted to Draft, and the item is ready for editing.

For information about configuring a review subflow, see Setting up the Catalog Builder.

Procedure

  1. Navigate to All > Service Catalog > Catalog Builder.
  2. Select the Catalog items tab.
    Note: In the catalog item list view of the catalog builder, you can view items based on the value set in the glide.sc.builder.item_filter_mode property.
  3. Select the item that you want to edit and select Edit.
    Note:
    • To edit an item in the In review state, you must cancel the review. After you cancel the review, the state of the item is reverted to Draft.
    • To view the conversational details of the catalog item, select View conversational details.

    To edit an item in the In review state, you must cancel the review. After you cancel the review, the state if the item is reverted to Draft.

  4. Make the required changes and select 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, clear 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 select Submit.