Add change state tutorial: add a UI policy

Add a UI Policy to display the Needs review field for only change type Normal and for certain states.

Before you begin

Role required: admin

About this task

You must create a UI policy to ensure that the new custom field Needs review is only available for change requests with change type Normal and only displayed on the form when it reaches the new Complete state.

To create the required UI policy:

Procedure

  1. Open the Change Request form.
  2. Right click on the form header and go to Configure > UI Policies.
  3. Click New and enter the following values on the UI Policy form.
    Field Values
    Table Enter Change Request.
    Short description Enter Show “Needs review” field. Make it mandatory.
    Conditions Add the following two new conditions:
    • Type is Normal.
    • State is one of Review, Complete, Closed.
  4. Right click on the form header and select Save to create the UI Policy record and stay on the form.
  5. Click New on the UI Policy Actions related list on the form.
  6. Enter the following values on the UI Policy Action form.
    Field Values
    Field name Select Needs review.
    Mandatory Select True.
    Visible Select True.
  7. Click Submit to create the UI Policy action and return to the UI Policy form.