Create or edit a catalog item

  • Release version: Yokohama
  • Updated January 30, 2025
  • 2 minutes to read
  • Define individual catalog items using Service Catalog. You can create, edit, and copy catalog items.

    Before you begin

    Role required: admin

    Procedure

    1. Navigate to All > Service Catalog > Catalog Definition > Maintain Items.
    2. Click New.
    3. On the Catalog Item form, fill in the fields.

      For more information about the fields and their descriptions on the Catalog Item form, see Catalog Item form.

    4. Click Submit.

    What to do next

    • Assign the item to additional catalogs and categories, if required.
    • Define variables for the item, if applicable.
    • To add attachments such as information and instruction documentation to the catalog item, see Add an attachment.

    Edit a catalog item

    Catalog administrators can edit an item from the service catalog listing. Catalog managers and catalog editors can also edit an item if they are assigned to the item.

    Before you begin

    Role required: admin

    About this task

    To edit a catalog item from the service catalog listing:

    Procedure

    Right-click the header and select one of the following options:
    • Configure Variables: Add or remove variables from an item.
    • New Variable: Create a new variable for the item.
    • Configure Item: Edit the item definition.
    • Configure Client Scripts: Edit the catalog client scripts for the item.
    • Configure UI Policies: Edit the catalog UI policies for the item.

    Copy a catalog item

    Copy an item to create a full duplicate of the item, including the item details, attachments, variables, client scripts, and approvals.

    Before you begin

    Role required: admin

    About this task

    Copying can be more useful than using the Insert function because the function only copies the item details.

    Procedure

    1. Open a catalog item form.
    2. Use the Copy button to create a new copy of a catalog item, named Copy of [item name].
      Note:
      • If you copy an active catalog item, the copy is also active. Consider deactivating the copy by clearing the Active check box until your changes are complete.
      • When you specify a table in the Relationship tables which should be part of the Copy Item Action. Table names should be comma separated property in the Service Catalog > Catalog Administration > Properties page, the table records that have a reference to a catalog item are also copied. It is applicable only when you copy the catalog item using the Copy UI action. Table names should be comma-separated without any spaces.

    Accessibility checker in the toolbar

    Accessibility checker in the toolbar enables you to identify and resolve accessibility related issues while creating a catalog item in Service Catalog.

    Before you begin

    Role required: admin

    Confirm that the following properties contain the correct values for accessibility checker:
    Property Value
    glide.ui.html.editor.toolbar a11ycheck
    glide.ui.html.editor.enabled_plugins a11ychecker

    Procedure

    1. Navigate to All > Service Catalog > Catalog Definition > Maintain Items.
    2. Select New.
      Note:
      If you want to check the accessibility of the content for an existing catalog item, select the catalog item form the list.
    3. Select the Item Details tab.
    4. In the Description field, select the accessibility checker icon accessibility checker icon in the toolbar.
    5. View accessibility-related issues in the Accessibility Checker window along with suggestions for resolution of each issue.
    6. Select Repair to implement the suggestion, or Ignore.

      If there are no accessibility issues in the article, then the Accessibility Checker window displays a success message:

      No accessibility issues detected