Issue with "Transfer" UI Action on Task Table After Universal Request Plugin – Blocked by Mandatory

[Saraswathi Devi]

Hi All,

We're currently facing an issue with the "Transfer" UI Action on the task table after enabling the Universal Request plugin in our instance.

This UI action works only when the Assignment Group field is empty on the related sc_req_item (Request Item) record. However, in our environment, the Assignment Group field on the sc_req_item table is made mandatory through customization, and it's automatically populated when a request is submitted.

Has anyone faced this issue or knows:
How the "Transfer" UI Action is conditionally controlled?

Is there a recommended way to customize or override this behavior while still aligning with Universal Request best practices?

Any guidance or suggestions are appreciated.

Thanks in advance!

[Mark Manders]

How is that field made mandatory? Is it a data policy or on dictionary level? In that case, make it client side mandatory so your automation can override it. 

[Saraswathi Devi]

Hi Mark,

We made it through dictionary override

[Mark Manders]

That means that you are trying to update a record through a UI action that needs this field filled. Update your config so the field is mandatory through a ui policy. 

[Ankur Bawiskar]

@Saraswathi Devi 

what's the UI action condition?

in that case you will have to make sure you discuss with your customer so that you can update the OOTB UI action condition

If my response helped please mark it correct and close the thread so that it benefits future readers.