Add a UI policy

Add a UI policy to display the Needs review field for Normal change requests when it reaches the Complete state.

Before you begin

Role required: admin

Procedure

  1. Open the Change Request form.
  2. Open the form context menu and select Configure > UI Policies.
  3. Click New.
  4. Enter the following values on the UI Policy form.
    Field Value
    Table Change Request
    Short description Show “Needs review” field
    Conditions [Type] [is] [Normal]

    [State] [is one of] [Review, Complete, Closed]

  5. Open the form context menu and select Save to create the UI Policy record and stay on the form.
    The UI Policy Actions related list appears.
  6. Click New in the UI Policy Actions related list.
  7. Enter the following values.
    Field Value
    Field name Needs review
    Mandatory True
    Visible True
  8. Click Submit to create the UI Policy action and return to the UI Policy form.