Catalog UI Policy and Catalog UI Policy Action

[DeIvory Gordon]

Hello,

I am creating a catalog item and I need to create a catalog UI Policy and Catalog UI Action based on the variable below:

* Is Terminated User a Manager?

    Dropdown List with Two options:

      - Yes
      - No

UI Action if Yes is selected:

Direct Reports

This should auto populate a list of the manager's direct reports.

I do not know how to set up the UI Policy Action so that a list of the manager's direct reports auto populates.  Thank you for any help you can offer.

[Dr Atul G- LNG · Accepted solution]

Hi @DeIvory Gordon 

In this case, you need to set the value using a script. A UI Policy can only perform three actions: make a field Read-only, Mandatory, or Visible. If you want to set or modify a field value, you need to write a script in the Advanced section of the UI Policy.

[Ankur Bawiskar]

@DeIvory Gordon 

where should the manager's direct reportees be auto-populated?

share form screenshots

[Tanushree Maiti]

Hi @DeIvory Gordon ,

Using Catalog UI policy and Catalog UI policy Action , for the specific condition , you can make variable

•  Mandatory or optional.
•  Visible (show) or hidden.
•  Read-only or editable

It is not for auto-populate.

To auto-populate you can use a onchange client script and a script include.

If your Direct Reports variable is a reference variable/list collector variable etc where you want to populate, you can try this code .

Sample code/ Not tested: (update as per your requirement)

1: Create a Script IncludeCreate marked as Client callable

GetDirectReports = Class.create();
GetDirectReports.prototype = Object.extendsObject(AbstractAjaxProcessor, {
getReports: function() {
var managerID = this.getParameter('sysparm_manager_id');
var reports = [];
var gr = new GlideRecord('sys_user');
gr.addQuery('manager', managerID);
gr.addQuery('active', 'true');
gr.query();
while (gr.next()) {
reports.push(gr.getValue('sys_id'));
}
return reports.join(',');
},
type: 'GetDirectReports'
});

2: Create an onChange Catalog Client Script running on your "Yes/No"

function onChange(control, oldValue, newValue, isLoading) {
if (isLoading || newValue == '') {
return;
}
var selectedChoice = g_form.getValue('is_terminated_user_is_a_manager_variable'); //update your actual variable name
var managerID = g_form.getValue('requested_for');

if (selectedChoice == 'Yes' && managerID) {
var ga = new GlideAjax('GetDirectReports');
ga.addParam('sysparm_name', 'getReports');
ga.addParam('sysparm_manager_id', managerID);
ga.getXMLAnswer(function(answer) {
if (answer) {
g_form.setValue('direct_reports_variable', answer); //update your actual variable name
} else {
g_form.clearValue('direct_reports_variable');
}
});
} else {
g_form.clearValue('direct_reports_variable');
}
}