About Catalog Items

About Catalog Items

The following topics describe procedures related to catalog items.

Access a Catalog Item

About This Task

You can use the following instructions to open Catalog items from a given folder in the folder hierarchy.

Procedure

  1. Access the Catalog page.
  2. In the left pane, select the folder containing the item that you want to open.
    The corresponding Catalog items appear in the grid within the workspace for the selected folder.
  3. For the item that you want to access, select the link in the Name column.

    The selected item appears on a new page.

Copy a Catalog Item

Before You Begin

You can copy any item in the Catalog to another folder in the Catalog. Within a Catalog folder, all the item names must be unique. If you want to copy to one Catalog folder an item with the same name as an item that already exists in that folder, you will need to rename the item.

Note: You can copy an item from a Baseline folder and paste it into a Personal or Public folder, but you cannot paste an item into a Baseline folder. In addition, the Rules Library folder is meant for viewing purposes only and you should not copy items to or from it.

About This Task

You can use the following instructions to copy an existing Catalog item to another Catalog folder.
Note: Only users with Create permissions for a folder can paste items into that folder.

Procedure

  1. Access the Catalog page.
  2. In the left pane, select the folder containing the item that you want to copy.
    The corresponding Catalog items appear in the grid within the workspace for the selected folder.
  3. In the row for the item that you want to copy, select the check box.
  4. Above the grid, select .

    The Catalog Folder Browser window appears.

  5. In the folder hierarchy, select the folder into which you want to paste the Catalog item, and then select Done.

    The Catalog item is copied to the selected folder.

Move a Catalog Item

About This Task

You can use the following instructions to delete a Catalog item from one location and paste it into an existing folder elsewhere in the Catalog.

Note: You cannot move an item to a Baseline folder.

Procedure

  1. Access the Catalog page.
  2. In the left pane, select the folder containing the item that you want to move.
    The corresponding Catalog items appear in the grid within the workspace for the selected folder.
  3. In the row for the item that you want to copy, select the check box.
  4. Above the grid, select .

    The Catalog Folder Browser window appears.

  5. In the folder hierarchy, select the folder to which you want to move the Catalog item, and then select Done.

    The Catalog item is moved to the selected location.

Delete a Catalog Item

Before You Begin

When you delete a Catalog item, note that:

  • You cannot delete an item in a Baseline folder.
  • You cannot delete an item that is being used by another item. This means, for example, that if a graph is based on a query, you can delete that query only if you first delete the graph. Similarly, if a report is associated with a specific family, before you can delete the report, you must first remove the link between the report and the family.

Procedure

  1. Access the Catalog page.
  2. In the left pane, select the folder containing the item that you want to delete.
    The corresponding Catalog items appear in the grid within the workspace for the selected folder.
  3. In the row for the item that you want to delete, select the check box.
  4. Above the grid, select .

    A dialog box appears, asking you to confirm that you want to delete the item.

  5. Select OK.

    The Catalog item is deleted from the database.

Modify Catalog Item Properties

About This Task

To modify Catalog item properties, you must have View and Edit permissions to the folder.

Note: If you transfer ownership of a Catalog item to another user, but the item resides within a folder to which that user does not have View permissions, the user will not be able to view the Catalog item.

Procedure

  1. Access the Catalog page.
  2. In the left pane, select the folder containing the item whose properties you want to modify.
    The corresponding Catalog items appear in the grid within the workspace for the selected folder.
  3. In the row for the item whose properties you want to modify, select the check box.
  4. In the same row, select .

    The Catalog Item Properties window appears, displaying the properties for the selected Catalog item.

  5. As needed, modify the properties, and then select Done.

    The properties for the selected item are modified.

Search for a Catalog Item

Procedure

  1. Access the Catalog page.
  2. In the workspace heading, select , and then select Search folder.

    The Catalog Search window appears.

  3. In the Search for items named box, enter a search term.

    The results include items that contain the search term anywhere in their names. For example, searching for the term heat will return results like Heat Exchanger query and Heating Range Values query. This field does not search Catalog item captions.

  4. To select a folder within which you want to perform your search, select , then select a folder in the Catalog Folder Browser window, and then select Done.

    The selected folder path appears in the In folder(s) box.

    Tip: Subfolders will be searched by default. To search in one folder only, on the Catalog Folder Browser window, clear the Include subfolders check box.
  5. To search for a specific type of Catalog item, specify the type in the Of type box.
  6. Select Search.

    The results appear at the bottom of the Catalog Search window.

  7. To open an item from the results, select the row for the item, and then select Open.

    The selected item appears in a new tab.