Create a UI policy for catalog items

You can apply UI policies to variables and variable sets of catalog items ordered in the service catalog.

  1. Navigate to Service Catalog > Catalog Policy > Catalog UI Policies.
  2. Click New.
  3. Right-click the form header and select Views > Default view or Advanced.
  4. In the Applies to field, select A Catalog Item.
  5. Fill in the remaining fields.
    Field Description
    Applies to Select the type of item this UI policy applies to:
    • A Catalog Item: enables the Catalog item field.
    • AVariable Set: enables the Variable set field.
    Catalog Item or Variable Set Select the catalog item or a variable set this UI policy applies to. The field name and options available depend on the Applies to selection.
    Short description Enter a brief description (example, Out-of-state move).
    Active Select the check box to enable the UI policy. Clear the check box to disable it.
    When to Apply
    Catalog Conditions Create conditions for the UI policy using catalog item variables. The policy is applied if the conditions evaluate to true. For example, a catalog item of Schedule a Move may have a condition of move_from > is > San Diego. The UI policy is applied when an employee schedules a move from San Diego to any other company location.
    Applies on a Catalog Item view [Advanced view] Select the check box to apply the UI policy to catalog items within the order screen.
    Applies on Catalog Tasks [Advanced view] Select the check box to apply the UI policy on a Catalog Task form.
    Applies on Requested Items [Advanced view] Select the check box to apply the UI policy on a Requested Item form.
    On load [Advanced view] Select the check box to apply the UI policy when the form is loaded. Clear the check box to apply the policy only when the form is changed.
    Reverse if false [Advanced view] Select the check box to reverse the UI policy if the Catalog Conditions statement evaluates to false.
    Script
    Run scripts [Advanced view] Select the check box to use the Execute if true and Execute if false scripting fields. Scripts are necessary to apply a UI policy other than Read Only, Mandatory, or Visible. For example, you must create a script to apply a UI policy to a specific role.
    Other fields
    Order Enter the sequence in which this UI policy is evaluated if more than one matching UI policy exists. The order is evaluated from the lowest value to the highest value.
    Global This field is not used for the service catalog.
    Inherit This field is not used for the service catalog.
    UI Action
    Default view or Advanced view Changes the form view to the default or advanced view. The fields change based on the view.
    UI Action
    Variable name Select the variable that belongs to the catalog item or variable set.
    Mandatory Choice list for specifying how the UI policy affects the mandatory state of the field. Choices are:
    • Leave alone
    • True
    • False
    Visible Choice list for specifying how the UI policy affects the visible state of the field. Choices are:
    • Leave alone
    • True
    • False
    Read Only Choice list for specifying how the UI policy affects the read-only state of the field. Choices are:
    • Leave alone
    • True
    • False
  6. Click Submit.
    Catalog UI Policy Advanced View
    Note: Configure the variable form to display all fields.