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Creating a Catalog Item Template

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. You should select a catalog item that has the desired Approval Workflow and Question Template selected, as well as other deployment settings.
  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.

    • 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.