fields in form

Deepanshi1
Mega Guru

Hi, i have added few fields in my form that are mandatory whenever we select a particular status like on hold, awaiting info etc. i added field  in the table and accordingly made ui policy, this modification is visible in my classic view but not in my workspace view, can someone tell how to make it view in workspace too.

8 REPLIES 8

Sujatha V M
Kilo Patron
Kilo Patron

@Deepanshi1 Did you add the field  to the selected slush bucket in form layout of that view?

 

Snippet for reference, 

 

SujathaVM_0-1714542323734.png

Please mark this as helpful and accept it as a solution if this resolves your query.

Thanks,

Sujatha V.M.

Please mark this as helpful and accept it as a solution if this resolves your query.
Sujatha V.M.

Sid_Takali
Kilo Patron
Kilo Patron

Anurag Tripathi
Mega Patron
Mega Patron

Hi,

Are you using script in ui policy, if you are then can you confirm that 'Run Scripts' in UI Type is set to all?

AnuragTripathi_0-1714559727364.png

 

-Anurag

Adarsh3003
Giga Guru

Hi @Deepanshi1 ,

 

Please use below steps:

 

Steps to Make UI Policy Changes Visible in Workspace:

1. Create a New UI Policy:

* Navigate to Customization > UI Policies in Workspace.
* Click *New* and create a new UI policy specific to your table.
* Set the *Applies to* field to the relevant table.

2. Hide or Show Fields Based on Condition:

* In the **Conditions** tab, define the condition under which the fields should be hidden or shown.
* For example, if you want to show the fields only when the status is "On Hold," use the condition: `current.state == 'on_hold'`

3. Customize Field Behavior:

* In the **Behavior** tab, configure the visibility or editability of the fields based on the defined condition.
* To hide a field, select **Hide** in the **Display** section.
* To make a field mandatory, select **Mandatory** in the **Edit** section.

4. Preview and Publish:

* Click **Preview** to view the changes before publishing.
* Ensure that the fields are behaving as expected.
* Once satisfied, click **Publish** to save and activate the UI policy.

5. Refresh Workspace:

* After publishing the UI policy, refresh the Workspace page .

 

 

If this is helpful for you, Please mark Helpful and Correct solution


Thanks & Regards
Adarsh Verma