Make a field not mandatory

[Gemma4]

Hi Everyone,

I have a requirement to make fields mandatory on the ritm level but only mandatory for a group of users completing the form? Below are the details of the process

The variables are hidden on the catalog item. 

If the manager determines additional information is needed then the variables are required by a yes/no ui policy

The problem is the manager doesn't need to complete the form, so I need to exclude her and others from seeing them as required. 

I realize the best way to achieve this is probably with a UIPolicy but I'm struggling on how to exclude the manager/group from seeing the variables as required. 

Below is the script I have so far but not sure if there is a better way to do this or if its possible?

function onSubmit() {

    //Type appropriate comment here, and begin script below

    g_form.setMandatory('field_name',false);

}

Thanks so much for any feedback you have!

[cgedney]

OK, I tested this in my developer instance. 

Catalog UI Policy:

Then I turned the script on and set the true script to:

Hope that works for you...

[Gemma4]

Hi @cgedney 

I've tested again in my pdi and still no luck. I checked with the business and doesn't sound like they want to utilize my workaround with the extra field. Below is a summary of everything I've attempted in case I'm missing something so small. Thank you for all the help, please let me know if you  have any ideas. 

maintain items (Project Management Request Catalog )

catalog Client script

Name:Mandatory Catalog Item Variables 3

message appeared

tested pdi

tested dev

ui type All

Selected

Applies on Catalog item view

applies on Requested Items

Isolate script selected

Notes

Objective is Not required for PM users when additional information is changed to Yes-That is correct

Objective is not required for all other users. The objective variable is required if I refresh or try to select it again. 

function onChange(control, oldValue, newValue, isLoading) {

   if (isLoading || newValue == '') {

      return;

   }

   //Type appropriate comment here, and begin script below

var role = g_user.hasRole('pm');

var ynAddtnlInfo = g_form.getValue('additional_information');

 g_form.addInfoMessage("Addtnl Info value: " + ynAddtnlInfo);

 g_form.addInfoMessage("Has pm role: " + role);

if (ynAddtnlInfo == 'Yes' && role == true) {

g_form.setMandatory('objectives',true);

}

else {

g_form.setMandatory('objectives',false);

}   

}

////////////////////////////////////////////////////////////////////////////////////////////??????????????

Maintain items- (Project Management Request Catalog )

catalog Client script

Name:Mandatory Catalog Item Variables 1

message appeared

tested pdi

tested dev

ui type All

Selected

Applies on Catalog item view

applies on Requested Items

Isolate script selected

function onChange(control, oldValue, newValue, isLoading) {

   if (isLoading || newValue == '') {

      return; //return if nothing changed

   }

   //Check to see if user has pm role and grab the additional information field value

    var role = g_user.hasRole('pm');

    var ynAddtnlInfo = g_form.getValue('additional_information');

g_form.addInfoMessage("Addtnl Info value: " + ynAddtnlInfo);

 g_form.addInfoMessage("Has pm role: " + role);

    //if the user selects yes and they have the pm role, then make the objectives field mandatory

    if (ynAddtnlInfo == 'Yes') {

        if( role == true) {

            g_form.setMandatory('objectives',true);

        }

        else { //they don't have the pm role, so make it not mandatory

            g_form.setMandatory('objectives',false);

        }

    }

    else { //they selected no, so don't make it mandatory

        g_form.setMandatory('objectives',false);

    }   

}

////////////////////////////////////////////////////////////////////////////////////////

Maintain items- (Project Management Request Catalog )

catalog Client script

Name:Mandatory Catalog Item Variables 2

message DID NOT appear

tested pdi

tested dev

ui type All

Selected

Applies on Catalog item view

applies on Requested Items

Isolate script selected

Notes: 

Objective is Not required for PM users when additional information is changed to Yes-That is correct

Objective is not required for all other users. 

The objective variable is not required even if I refresh or try to select it again. 

function onChange(control, oldValue, newValue, isLoading) {

    if (isLoading || newValue === '') {

        return; // Return if nothing changed

    }

    // Check to see if the user has the "pm" role and grab the additional information field value

    var hasPMRole = g_user.hasRole('pm');

    var ynAddtnlInfo = g_form.getValue('additional_information');

    // Get the GlideFormElement object of the "objectives" field

    var objectivesField = g_form.getField('objectives');

    // If the user selects "yes" and they have the "pm" role, then make the "objectives" field mandatory

    if (ynAddtnlInfo === 'yes' && hasPMRole) {

        objectivesField.setMandatory(true);

    } else {

        // Otherwise, don't make it mandatory

        objectivesField.setMandatory(false);

    }

}

/////////////////////////////////////////////

Catalog UI Policies

Name:Mandatory Catalog Item Variables 4 Catalog UI Policy

When to Apply additional informaiton is Yes

applies on requested items

onload selected

reversr if false selected

Execute if True

function onChange() {

var role = g_user.hasRole('pm');

g_form.addInfoMessage("Role; " + role);

if (role == true) {

g_form.setMandatory('objectives', true);

}

else {

g_form.setMandatory('objectives', false);

}

return true;

}

Execute if false

function onCondition() {

}

[cgedney]

Hey Gemma4, 

OK, you need to de-activate the Catalog Client Script, since the UI Policy is doing the work now.

I am not 100% sure I understand the criteria you are asking for. Originally, you said that if the user has the pm role and they select Yes to the additional Info, then the objective is mandatory. Everything else, the objective is not mandatory. Is that correct?

If so, then this is what I have:

I created a catalog item with these variables:

I then created a Catalog UI Policy:

And on the script tab:

function onCondition() {
	var role = g_user.hasRole('pm');
	g_form.addInfoMessage("Role: " + role);
	if (role == true) {
		g_form.setMandatory('objectives', true);
	}
	else {
		g_form.setMandatory('objectives', false);
	}

	return true;
}

Let me know if that works.