Create a Catalog UI Policy

  • Use the Condition builder on the When to Apply tab to configure simple conditions
  • Configure simple Catalog UI Policy Actions
    • Mandatory
    • Read only
    • Visible
  • Use the Execute if true and Execute if false fields to script complex conditions and actions

Description

  • Applies to: Select the type of item this UI Policy applies to (A Catalog Item or A Variable Set).
  • Catalog item/VariabIe set: Select the catalog item or a variable set this UI Policy applies to.
  • Short description: Enter a brief description of the Catalog UI Policy. Use this field as a pseudo name.
  • Application: Identifies the scope of the Catalog UI Policy.
  • Active: Select the check box to enable the Catalog UI Policy. Clear the check box to disable it.
  • Order: Sequence in which policies are applied, from lowest to highest. Use when multiple policies for the same table contain conflicting logic. Configure the form to display the existing field.

When to Apply

  • Catalog Conditions: Use the Condition builder to configure simple conditions for the policy using Catalog Item variables. The policy is applied if the conditions evaluate to true.
  • Applies on a Catalog Item view: Select the check box to apply the policy to Catalog Items on the order screen.
  • Applies on Catalog Tasks: Select the check box to apply the policy on a Catalog Task form. Applies on Requested Items: Select the check box to apply the policy on a Requested Item form.
  • Applies on the Target Record: Select the check box to support the policy on a record created for task-extended tables via Record Producers.
  • On load: Select the check box to apply the policy when the form loads, clear the check box to apply the policy only when the form changes. Reverse if false: Select check box to reverse the policy if the Catalog Conditions evaluate to false.

Script

  • Run scripts: Select the check box to script complex conditions and actions.
  • Run scripts in UI Type: Identify where policy executes (Desktop, Mobile/Service Portal, or All).
  • Execute if true: Script to execute when the Catalog Conditions evaluate to true. If Catalog Conditions left blank, script in this field always executes. Use to script complex conditions.
  • Execute if false: Script to execute when the Catalog Conditions evaluate to false.

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