Example: Create a UI policy

Create a UI policy to implement controls in the Incident form when the state changes to Resolved.

Before you begin

Role required: ui_policy_admin

About this task

This example demonstrates how to implement the following controls.
  • Make a Close Notes field mandatory.
  • Hide the Opened by field.
  • Make the Priority, Severity, and Urgency fields read-only.
  • Run a client script that displays an alert message.

Procedure

  1. Navigate to System UI > UI Policies.
  2. Click New.
  3. Supply the following information.
    Table 1. New UI policy
    Name Input
    Table Incident
    Conditions [Incident state] [is] [Resolved]
    Reverse if false Select this check box. If the incident state is not Resolved, the UI policy is reversed .
    On load Select this check box to perform the actions when the form is loaded or when the condition changes.
  4. Right-click the form header and select Save from the context menu.
    The UI Policy Actions related list appears.
  5. In the related list, click New.
  6. Provide the following information.
    Table 2. New UI policy actions
    Name Input
    Field name Close notes. This UI action makes the Close notes field mandatory.
    Mandatory True
    Visible Leave alone
    Read Only Leave alone
  7. Click Submit.
  8. Repeat the process to create UI policy actions to hide the Opened by field, and to make the Priority, Severity, and Urgency fields read-only.