Make workspace finance request form read only for a group

[Community Alums]

Hi,

I am trying to make  a workspace form readonly for a particular group.

How can I achieve this?

[PrashantLearnIT]

HI @Community Alums 

To make a workspace form read-only for a particular group in ServiceNow, follow these steps:

1. Use a UI Policy:

A UI Policy can be configured to dynamically make fields or forms read-only based on conditions, including group membership.

Steps:

1. Go to the Form Layout:

   • Navigate to the form you want to make read-only.

2. Create a UI Policy:

   • Navigate to System UI > UI Policies.
   • Click New.
   • Set the Table for the form you want to modify.
   • Add a condition to check the user’s group membership, e.g., gs.hasRole("group_name") == false. and view as workspace.
   • Set the policy to run Client-Side (make sure the "Client" checkbox is checked).

3. Create UI Policy Actions:

   • Under the UI Policy Actions tab, specify the fields you want to make read-only.
   • Set the Read-Only option to true.

4. Save and Test:

   • Test the form by impersonating a user from the targeted group to verify if the form is read-only for that group.