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Catalog Builder for Catalog Managers

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In this lesson, you will learn:

  • What Catalog Builder is
  • Why templates matter
  • How Lucas builds an item
  • Where admins still help

πŸ” Quick look back: Last time: Catalog Item or Record Producer?. You learned when to use a record producer, and how SNWR Report a VPN problem creates an incident.

1 “Can’t I just build it myself?”

Lucas needs a new laptop item.

  • He writes it up and sends it to Riya.
  • Riya is busy with an upgrade.
  • The item waits three weeks.

🎯 The problem: When only admins can build items, the catalog grows slowly.

πŸ‘‰ The fix: let Lucas build items himself in Catalog Builder, from templates the admin set up.

2 What Catalog Builder is

Key term: Catalog Builder

A guided tool for building catalog items, step by step, without admin rights.

Key term: Template

A starting point for new items, with some settings locked, like the fulfillment flow.

Lucas builds SNWR New laptop in Catalog Builder, using the SNWR Hardware item template. Steps down the side: Details, Location, Questions, Access, Fulfillment, Review and submit. Details: name SNWR New laptop, short description Get a standard SNWR laptop in 5 working days. Notes: 1 The template sets the fulfillment flow, so Lucas can't break it. 2 The SNWR Requested for variable set is already added. 3 Lucas submits, and it's published after review.
Figure 1. Lucas builds the item. The template keeps it safe.

3 Who does what

Person Job
Riya (admin) Builds the templates and flows
Lucas Builds items from templates
Riya or Lucas Reviews before publishing

πŸ“¦ Entitlement check: Catalog Builder is part of the platform’s Service Catalog. The role to use it is usually catalog_builder_editor. Check the name on your release.

4 Let’s try it: build an item in Catalog Builder

  1. As admin, open Catalog Builder and create a template named SNWR Hardware item. Add the SNWR Requested for variable set and lock the fulfillment step.
  2. Give Lucas Ferreira the Catalog Builder editor role.
  3. Impersonate Lucas. Open Catalog Builder and start a new item from the template.
  4. Name it SNWR New laptop, add a Keyboard layout question, and put it in Hardware.
  5. Submit it. As admin, publish it and find it in Employee Center.

5 Quick recap

  • Catalog Builder lets catalog managers build items without admin rights
  • Templates lock the risky parts, like fulfillment
  • Riya builds templates; Lucas builds items
  • Items are reviewed before publishing
  • SNWR New laptop was built by Lucas

6 Check yourself

Think of your answer first. Then tap to check.

1 Why use Catalog Builder at SNWR? Show answer

So Lucas can build items without waiting for an admin.

2 What does a template lock? Show answer

Settings like the fulfillment flow, so they can’t be broken.

3 Who builds the templates? Show answer

Riya, the admin.

4 Is Lucas’s item live as soon as he submits it? Show answer

No. It’s reviewed, then published.

Nice work! Lucas can now build his own items. πŸŽ‰
Next up: Multi-Row Variable Sets

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