UI Policies

[Chaitali_Vale]

Hello Community,

Hope you are doing well!

Today I am going to share some UI Policy with some example. Hope it will helpful to you!!

UI Policy :
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In ServiceNow, UI Policies are used to dynamically change the behavior of form elements like fields, related lists, and sections based on predefined conditions. They help control the visibility, mandatory state, and read-only state of form elements without the need for scripting.

Here's how UI Policies work and how you can set them up:

1. UI Policies:
UI Policies work by evaluating conditions against the current record being displayed on a form. If the conditions defined in the UI Policy are met, the specified actions are applied to the form elements associated with that policy.

2. Creating UI Policies:
To create a UI Policy in ServiceNow, follow these steps:

Navigate to System UI > UI Policies.
Click on the "New" button to create a new UI Policy.
Provide a name, description, and choose the table where the UI Policy will be applied.
Define the conditions that will trigger the UI Policy.
Specify the actions to be performed when the conditions are met.
Save the UI Policy.

3. Using Advanced Conditions:
UI Policies also support advanced conditions where you can combine multiple conditions using AND, OR, and parenthesis.

4. Order:
If you have multiple UI Policies applied to a form, the order in which they are evaluated matters. You can prioritize UI Policies by ordering them appropriately.

Benefits of UI Policies:

No coding required: UI Policies can be configured through the ServiceNow UI without writing any code.
Dynamic behavior: They enable forms to adapt dynamically based on changing conditions, enhancing user experience and data integrity.
Quick configuration: UI Policies can be created and modified quickly, allowing administrators to respond to changing business requirements efficiently.
In summary, UI Policies in ServiceNow provide a powerful mechanism for controlling the behavior of form elements based on specified conditions, contributing to a more intuitive and efficient user experience.

Examples of UI Policies :
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Here are a few examples of UI Policies in ServiceNow along with their configurations:

1. Hiding a Field Based on a Condition:
Scenario: Hide the 'Assignment Group' field when the 'Category' field is set to 'Hardware'.

Configuration:

Condition: Category is Hardware
UI Action: Assignment Group visible "false".

2. Making a Field Mandatory:
Scenario: Make the 'Resolution Notes' field mandatory when the 'State' field is set to 'Resolved'.

Configuration:

Condition: State is Resolved
UI Action: Resolution Notes mandatory "true".

3. Setting a Field as Read-Only:
Scenario: Set the 'Description' field as read-only when the 'State' field is set to 'Closed'.

Configuration:

Condition: State is Closed
UI Action: Description read-only "true".

4. Disabling Fields Based on Conditions:
Scenario: Disable the 'Assign To' field when the 'State' field is set to 'Closed'.

Configuration:

Condition: State is Closed
UI Action: Assign To visible "false".

5. Combining Conditions & UI Actions:
Scenario: Make the 'Work notes' & 'Description' fields mandatory when the 'State' field is set to 'Closed' or 'Canceled'.

Configuration:

Condition: State is Closed OR State is Canceled
UI Action1: Work notes mandatory "true".
UI Action2: Description mandatory "true".

These examples demonstrate the flexibility and power of UI Policies in ServiceNow. They allow administrators to dynamically control the behavior of form elements based on various conditions, enhancing user experience and enforcing data integrity.

That's all from my side.

If you all like it or it is helpful for you, Please mark it as helpful or bookmark this article for future refence. 
Regards,

Chaitali.

[LikithaK]

Can you please help me with the scenario, where can we use the below policy.