Overview UI Policy

What is a UI Policy?

  • Defines the behavior and visibility of fields on a form
    • Mandatory
    • Visible
    • Read-only
  • Condition must be true for it to execute
  • Execute after Client Scripts
  • Client Scripts can also hide fields, show fields, and make fields mandatory.

Always use a UI Policy instead of a Client Script, if you can, for faster load times and easier maintenance.

What Exists Baseline

  • More than 1100 UI Policies exist baseline
  • Run whenever condition is met

Navigate to the System UI > UI Policies module to create or modify UI Policies.

UI Policies do not run unless their condition is met. In some cases, UI Policies do not have a condition — these UI Policies execute every time a form loads and/or is changed.

What is UI Policy Scripting

  • Ability to script complex conditions and execute advanced behavior
    • Show/Hide sections (tabs)
    • Remove/add/change/validate data in fields
  • Full power of JavaScript

UI Policy scripts execute client-side.

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