Making a field mandatory after it is assigned to a particular team

Rachael12
Tera Contributor

I need to make fields mandatory after the ticket is assigned to a particular team. Basically the assigned to person needs to fill them.
How do I do it, also I want that the mandatory(*) symbol is visible on the fields.

I have tried UI policy and Data policy but does not do the job.
Condition applied is :

Assignment Group is X and Assigned is empty.

3 REPLIES 3

Its_Azar
Mega Sage

Hi there @Rachael12 

 

You can do this via UI policy

  • Table: your ticket table (e.g., Incident)
  • Condition: Assignment Group = the groupp 
  • On load:  check this

UI Policy Actions:

For each field:

  • Mandatory = true
  • Visible = true (if needed)

 

This should work.

☑️ If this helped, please mark it as Helpful or Accept Solution so others can find the answer too.

Kind Regards,
Azar
Serivenow Rising Star
Developer @ KPMG.

Tanushree Maiti
Mega Patron

Hi @Rachael12 

 

Option 1: Using UI Policy (Recommended)

  1. Navigate to the form (e.g., Incident).
  2. Right-click the header and select Configure > UI Policies.
  3. Click New.
  4. Set Condition: Assignment group is <Your Team>
  5. Check Reverse if false .
  6. Save the record.
  7. In the UI Policy Actions related list, click New.
  8. Select the Field name you want to make mandatory.
  9. Set Mandatory to True

Option 2:  Using Data Policy

  1. Navigate to System Definition > Data Policies.
  2. Click New.
  3. Set the Table (e.g., Incident) and Condition: Assignment group is <Your Team>
  4. Save the record.
  5. In Data Policy Rules, select the field and set Mandatory to True

Note: If these options are not working , Check existing UI policy , Data policy - it might be conflicting.

          Debug it .

 

Please mark this response as Helpful & Accept it as solution if it assisted you with your question.
Regards
Tanushree Maiti
ServiceNow Technical Architect
Linkedin:

Rachael12
Tera Contributor

There was a client ID already existing which was causing the issue. I merged both the solutions in one and it worked.

Thank you everyone for your response! 🙂