Add a new field titled Expedite Reason

[DeIvory Gordon]

Hello, When a user  selects  Type "Expedite" on the Change form, I want a field labeled "Expedite Reason" to display with the following single-select dropdown options:

Dropdown options (single-select) should include:

Regulatory Compliance Deadline
Critical Service Restoration
Security Vulnerability Mitigation
Business Continuity / Revenue Impact
Customer Commitment / SLA Breach

I am not sure how to accomplish this, thank you.

[Dr Atul G- LNG · Accepted solution]

Hi @DeIvory Gordon 

You can use the same approach we use for On Hold – Hold Reason.

• Create a UI Policy
  • Condition: Type = Expedite
  • Set Active = true
• In the UI Action
  • Set Expedite Reason = visible (true)
  • Set Mandatory = true 

This will ensure the field becomes visible and mandatory when the record type is set to Expedite.

Hope

You’ve already created a new field for Expedite Reason and added the choice values.

[Dr Atul G- LNG · Accepted solution]

Hi @DeIvory Gordon 

You can use the same approach we use for On Hold – Hold Reason.

• Create a UI Policy
  • Condition: Type = Expedite
  • Set Active = true
• In the UI Action
  • Set Expedite Reason = visible (true)
  • Set Mandatory = true 

This will ensure the field becomes visible and mandatory when the record type is set to Expedite.

Hope

You’ve already created a new field for Expedite Reason and added the choice values.

[Tanushree Maiti · Accepted solution]

Hi @DeIvory Gordon 

Here is step by step implementation plan:

1) Create a new field in change_request table

• Table: Change Request [change_request]
• Type: Choice
• Label: Expedite Reason
• Name: u_expedite_reason
• Dropdown Choices:
  • Regulatory Compliance Deadline
  • Critical Service Restoration
  • Security Vulnerability Mitigation
  • Business Continuity / Revenue Impact
  • Customer Commitment / SLA Breach 

2)Create a UI Policy to Display the "Expedite Reason" field only when Type is Expedite.

• Table: change_request
• Short Description: Display Expedite Reason
  • Conditions: Type is Expedite
• Reverse if false: Checked
• OnLoad: Checked

UI Policy Actions :

• Field name: u_expedite_reason
• Visible: True
• Mandatory: True 

Note: OOB Type is ReadOnly. Assumption is that once a change is raised with Expedite type, type will be not be changed to other type like Normal etc.

If for your project , Type is Editable,

in that case you need to create a onchange client script to clear value in Expedite Reason field .

Sample script: 

• Field name: Type

function onChange(control, oldValue, newValue, isLoading, isTemplate) {
    if (isLoading) {
        return;
    }

    if (newValue != 'expedite') {
        g_form.setValue('u_expedite_reason', '');
    }
}