Setting up the Catalog Builder

task australia Updated Sep 10, 2026 3 min read set-up-cat-builder.md
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Set up the catalog item building process.

Before you begin

Role required: admin

Procedure

  1. To direct users from the Catalog Builder homepage to your organization-specific catalog building process documentation, perform the following steps.

    1. Navigate to sys_properties.list.

    2. Select the glide.sc.builder.content_url property.

    3. On the System Property form, in the Value field, specify the URL for the documentation of your choice.

      You can include both absolute and relative URLs. Following are the examples:

      • Absolute URL: https://www.youtube.com
      • Relative URL: sp?id=kb_article&sysparm_article=KBXXXXXX

    4. Click Update.

  2. To preview a catalog item in a specific portal, perform the following steps.

    1. Navigate to sys_properties.list.

    2. Select the glide.sc.builder.preview_portal_id.

    3. On the System Property form, in the Value field, specify the portal name.

      The default value is swp.

    4. Click Update.

  3. Create or duplicate catalog item templates.

    For information on creating a template, see Creating or editing catalog item template.

  4. To allow users with access to a catalog item template to edit all items created using that template, perform the following steps.

    1. Navigate to sys_properties.list.

    2. Select the glide.sc.builder.template_access.

    3. On the System Property form, in the Value field, set the value to true.

      The default value is false.

    4. Click Update.

  5. Define and configure a pre-publish subflow that is triggered after submitting the catalog item in Catalog Builder.

    This subflow is run after the catalog item has been submitted but before it gets published. For example, an approval flow after submitting the edited catalog item in Catalog Builder.

    1. Create a pre-publish subflow by specifying the following input and output parameters.

      You can also copy the Template: Catalog Builder - Item review subflow and then define your subflow. For information about subflows, see Subflows.

      Parameter Type Description
      catalog_item String sys_id of the draft version of the catalog item.

Parameter

Type

Description

state

String

State of the pre-publish subflow. Possible values are:- completed: Publishing process is triggered for the item in the In review state.

  • failed: Reverts the state of the item from In review to Draft. Note: The completed and failed values are case sensitive and must be selected the same way.
For information about subflow field types, see Field types. 
2.  Create the **glide.sc.builder.item\_review\_flow** property.

    1.  Navigate to sys\_properties.list.
    2.  Click **New**.
    3.  On the form, fill in the fields.

        |Field|Description|
        |-----|-----------|
        |Name|Unique identifier of the property. Specify**glide.sc.builder.item\_review\_flow**.|
        |Type|Type of the property. Specify **string**.|
        |Value|sys\_id of the review subflow.|

    4.  Click **Submit**.

  1. To modify the content in feedback panels for Catalog Builder steps, perform the following steps.

    1. Navigate to sc_wizard_feedback.list.

    2. From the list of catalog wizard feedbacks, select the feedback panel content that you want to edit.

    3. On the Catalog Wizard Feedback form, in the Content field, edit the content.

    4. Click Update.

  2. To determine which users can view and edit catalog items, specify a value in the glide.sc.builder.item_filter_mode property.

    1. Navigate to sys_properties.list.

    2. Select the glide.sc.builder.item_filter_mode property.

    3. On the System Property form, in the Value field, specify one of the following values:

      • default: All the catalog items for which the user has read access will be displayed. When set to default, the user cannot edit a catalog item unless the user has write access for that item.
      • catalog_editor: All the items where the user is the catalog editor or catalog manager are displayed and can be edited.
      • owner_only: All the items for which the user is the owner are displayed and can be edited. Note: If the user has the catalog_admin role, the user can view and edit all catalog items irrespective of what is selected in the property.

Parent Topic:Catalog Builder

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