In the Incident if the “contact type” is Walk in, need to have another new filed “Front Desk employee” Immediate to “contact type” field and it should show the all the front desk(here front desk a department) employees. How can I achieve it through

kiranmarpu
Giga Contributor

Hello Experts,

In the Incident if the “contact type” is Walk in, need to have another new filed “Front Desk employee” Immediate to “contact type” field and it should show the all the front desk(here front desk a department) employees.

How can I achieve it through “UI Policies”?

Thanks In Advance,

Kiran.

3 REPLIES 3

Moy1
Kilo Guru

you ll need another field of reference type named 'Front Desk Employee'. Use 'form design' to place it under the 'contact type' field. There are multiple ways of populating the options in the 'Front Desk Employee' field but the most maintainanable option in my opinion would be to create a group (named 'Front Desk Employees) and add all service desk users to that group. You will need to create a UI policy that makes this field visible only when contact type = walk in.

In the dictionary entry of 'Front Desk employee', make it reference the sys_user_grmember table where group = Front Desk Employees

Let me know if you need further clarifications 

kiranmarpu
Giga Contributor

Hi Moy,

Thanks for the quick reply, Can we get it through the UI Policy script.?

Please suggest.

Thanks,

Kiran.

You might be able to populate the values of the Front Desk Employee users using a UI policy script but this would be a highly non-maintainable and long winded solution. In other words, not recommended at all. UI policy is best used for the purpose of setting properties of fields such as hide, read only or mandatory. 

What is the use case for using UI policy only?