Create a UI Policy

  1. Navigate to System UI > UI Policies
  2. Create a new UI Policy
  3. Table: Incident [incident]
    Active: Selected
    Short Description: Lab 3.1 Incident Resolved or Closed
    Order: 100
    Condition: State | is one of | Resolved + Closed
    Global: Selected
    On load: Not selected
    Reverse if false: Selected
    Inherit: Not Selected
    
  4. Save the record, remain on the form
  5. Add UI Policy Action ->
  6. Scroll down to the UI Policy Actions Related List and select the New button
  7. Configure the UI Policy Action:
  8. Field name: Urgency
    Mandatory: Leave alone
    Visible: Leave alone
    Read Only: True
    
  9. Select Submit
  10. Examine the record you just created in the list of UI Policy Actions. Notice the red dot to the left of urgency? This indicates there is an error that requires attention. Select the urgency link to open the record
  11. An error message appears indicating there are multiple UI Policies with the same Order for this field. Select the Make fields read-only on close link in the error message to open the conflicting UI Policy record
  12. If the Default view of the form opens, select the Advanced view Related Link to display the Order field. Record the Order of the Make fields read-only on close UI Policy
  13. Return to the Lab 3.1 Incident State Resolved UI Policy. If the Default view of the form opens, select the Advanced view Related Link
  14. Change the Order field value to value greater than the conflicting UI Policy Order field's value
  15. Save the record, remain on the form
  16. Notice the red dot to the left of the urgency UI Policy Action is no longer visible
  17. Add two additional UI Policy Actions ->
  18. Impact: Read only
    Closed by: Mandatory
    
  19. Select (check) the Run scripts field on the Script tab
  20. Examine and write the Execute if true script:
  21. function onCondition(){
        if(g_form.getValue('close_code')=='' || g_form.getValue('close_notes')=='' || g_form.getValue('resolved_by')==''){
            g_form.addInfoMessage("REMINDER: Populate the Resolution Information fields before saving and Incident in a Resolved or Closed State");
        }
    }
    
  22. Select Update

results matching ""

    No results matching ""