You can browse the hierarchically structured item and alternate catalogs from the application tree menu "Browse Catalog" link. You can also browse the item catalog, but not alternate catalogs, from the Setup Workbench. Expand and collapse levels in the hierarchy to view the current structure of the catalog. You can only browse catalogs for which you have the Catalog Viewer role.

   To browse a catalog:

1. In the Items section of the Application tree menu, click the "Browse Catalog" link.

2. In the Browse Catalog page Catalog field, select either the Item Catalog or another catalog.

3. In the Categories field, choose to view all categories for the catalog or only the active categories.

4. Click the Show/Hide link to search for item catalog categories by Name or Description. After entering the search criteria, click Go.

5. To view the items associated with the item catalog category, select the item catalog category.

   All items associated with the item catalog category and its child categories are listed below.

6. Click the focus icon next to the desired item catalog category to display it at the top level.

   To perform actions on an item within a catalog category:

The actions you can perform on items vary depending on whether you select a category within the Item Catalog or another catalog.

From an Item Catalog category, you can select items and perform the following actions:

• create a new item request

• add items to a new catalog category

• add items to an existing catalog category

• generate a report

• create a change order, change request, or issue

• change the lifecycle

• change the item catalog category

• compare items

• add to the Favorites list

• export all items in the category to a spreadsheet

• remove items from the catalog category

From any other catalog, you can select items and perform the following actions:

• create a new item request

• create a change order, change request, or issue

• generate a report

• compare items

• add to the Favorites list

1. Complete the steps in To browse a catalog above, then select one or more items.

To export all items to a spreadsheet

2. Click Export All Items to export all items in the category to a spreadsheet.

To perform all other actions

3. In the Select Items field, select one of the following actions, then click Go.

   • Create New Item Request. See: Creating New Item Requests

     Note: You can only create new item requests for items with an Approval Status of "Not Submitted For Approval" or "Rejected".

   • Add to Existing Catalog Category. See: Assigning an Item to a Category

   • Add to New Catalog Category. See: Assigning an Item to a Category

   • Generate Report. See: Generating Reports

   • Create Change Order. See: Creating Change Orders

   • Create Change Request. See: Creating Change Requests

   • Create Issue. See: Creating Issues

   • Change Lifecycle. See: Defining Change Policies

   • Change Item Catalog Category. See: Changing an Existing Item's Item Catalog Category

   • Compare

     You can compare attributes of two or more items by selecting them and then selecting Compare from the Action menu. Each item's attributes will be listed side-by-side in a table. Select each attribute group individually.

   • Add to Favorites. See: Managing Favorite Items

   To search or browse the item catalog from the Setup Workbench:

1. In the Applications tree menu, click the "Setup Workbench" link.

   On the Search: Item Catalog Categories page, click the Catalog Hierarchy link or the Catalog Hierarchy icon.

   Note: You can only browse the item catalog using this method.

   Suggestion: In the Search: Item Catalog Categories page, you can also search for item catalog categories by entering search criteria for a category name, description, or parent category.

   When you enter a search string, the wildcard character "%" is appended to the input. For example, entering "mem" enters the search string "mem%", so that the "memory" catalog category could be returned in the search results. If you wish to search for entries that end with a particular string, such as "log", you can type in "%log", and all entries ending in "log" are returned. If you do not enter a search string in the text box, an error is returned.