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How can a UI Policy have a UI Policy Action on another table?

MBarrott
Mega Sage

I want to make a UI Policy change on the [dmn_demand_task] table. 

 

Essentially, if the parent record on the [dmn_demand] table has a Type of 'change' then I wish to display a reference field which becomes mandatory. Anything other than change should mean the field isn't mandatory or displayed. 

 

What is the best way to accomplish this?

 

I tried building the UI Policy and the action does specify the task table, but it seemingly doesn't work.  

1 ACCEPTED SOLUTION

Saloni Suthar
Mega Sage
Mega Sage

Hi @MBarrott ,

Your UI policy should be on the dmn_demand_task table if you want the reference field to become visible and mandatory. In the UI Policy condition, you can dot walk to the Parent Demand to access the Type field. You can dot walk in the condition by selecting Show Related Fields. Please see the screenshots below:

SaloniSuthar_0-1708538461912.png

SaloniSuthar_1-1708538474520.png

 

If my response helped you, please mark it as correct or helpful.


If my response helped you, please click on "Accept as solution" and mark it as helpful.
- Saloni

View solution in original post

4 REPLIES 4

Dr Atul G- LNG
Tera Patron
Tera Patron

Hi @MBarrott 

 

I tried in PDI for change task

AGLearnNGrow_0-1708537849258.png

 

 

You need to see , what is field name on demand table and then bottom you will get show related Field and than dot walk

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Dr. Atul G. - Learn N Grow Together
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Saloni Suthar
Mega Sage
Mega Sage

Hi @MBarrott ,

Your UI policy should be on the dmn_demand_task table if you want the reference field to become visible and mandatory. In the UI Policy condition, you can dot walk to the Parent Demand to access the Type field. You can dot walk in the condition by selecting Show Related Fields. Please see the screenshots below:

SaloniSuthar_0-1708538461912.png

SaloniSuthar_1-1708538474520.png

 

If my response helped you, please mark it as correct or helpful.


If my response helped you, please click on "Accept as solution" and mark it as helpful.
- Saloni

Hi @Saloni Suthar,

 

This is exactly what I'm needing and initially what I had in mind. How are you able to dot walk with the condition? I'm not seeing the ability to do it. 

Hi @Saloni Suthar

 

I figured how to bounce through with the dot walking, I had initially shown related fields but not ventured through the levels to reach parent.demand. 

 

This worked perfectly, thank you!