Make Notes field on Time Sheet Portal (TCP) mandatory
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08-11-2024 10:44 PM - edited 08-11-2024 10:45 PM
Good day
I am trying to make the Notes field mandatory on the Time Sheet portal.
I have followed this thread and created a Data Policy on the time_card table: https://www.servicenow.com/community/spm-forum/how-to-make-the-project-time-sheet-category-mandatory...
This solution only worked in part. When trying to submit a card without competing the Notes field then this Data policy triggers and creates a pop up alert on the TCP advising that Notes is a mandatory field which needs to be completed. However, the issue I have is once the mandatory field has been completed the Time Card can still not be submitted and this same Data policy appears.
Anyone know how to resolve this and make fields mandatory on the Time Sheet Portal?
Thanks
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08-11-2024 11:50 PM
@BiancaK ,
I would say, data policy works at server side, for your requirement as you are doing browser/client side validation. Please create UI policy instead of data policy.
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08-12-2024 12:09 AM
Hi thank you, I have tried UI policy, but UI Policy did not work as well.
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08-22-2024 03:01 AM
Because the Notes field is a journal field the Data Policy does not work. Once the user enters the notes and saves the notes the field is emptied. Do you have any idea on how to overcome this?
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08-12-2024 01:38 AM
This is what I have implemented thus far - which is working fine with a data policy/data policy rule on the Project time category field :
But still facing an issue making the Notes field mandatory which is listed under the more actions button on the Time sheet portal:
@spm #spm