Creating a Catalog Item Template

App Portal 2021 R1

When you create a new catalog item, you can select an existing template to load settings from a previously created catalog item. For catalog items with a complex set of properties, creating a template to use during catalog item creation could prove to be quite beneficial.

To create a catalog item Template:

1.

Open the Admin tab, and click on Catalog Management:

2.

Locate an existing catalog item that you would like to use as a template.

3.

Double-click that catalog item to open its Catalog Item Properties dialog box.

4.

On the General > Global tab, enter a name for the template in the Template Name text box.

5.

Click Save. The next time that you create a new catalog item, you will be able to select this template when creating a new catalog item:

•

New Catalog Item Wizard—The template will be listed in the Template list on the Catalog Item Title and Category panel.

•

New Catalog Item Properties Dialog Box—The template will be listed in the Load settings from template list on the General > Global tab.

Note:After you click Save on the New Catalog Item Properties dialog box the first time, the Load settings from template property will no longer be listed on the General > Global tab.