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05-21-2024 01:06 PM
I've created a string field on the customer_account table called domain. I had to create it under the Customer Service Application. I want to create a UI Policy that makes it mandatory if a specific value on another field is selected. I have to create the UI Policy in the Customer Service Application as well (This record is in the Customer Service Application, but Global is the current application. To edit this record click here). However, the Mandatory checkbox is greyed out. If I change the Application to Global, the Mandatory box is open, but now I don't see the domain field in the Field name dropdown when creating the UI Action. Seems like there's no way around this. Looks like to make a field mandatory, it has to have been created in the Global Application. Is that true? If so, how can I create a field in the Global Application on the customer_account table, when it requires that it be created in the Customer Service Application?
Solved! Go to Solution.
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05-21-2024 02:16 PM
I think customer_account table is in global scope. While being in global scope, can you please go customer_account table and click on configure table. Then create your field in global scope. Later you should be able to create a UI policy in global scope on the customer_account table.
Thanks,
Rishi
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05-21-2024 01:42 PM
Hi there @MStritt
Guess, you need to ensure that both the field and the UI Policy are within the same application scope. The problem comes up because the field was created in the Customer Service Application, but you're trying to modify it from the Global scope.
To make the domain field mandatory based on another field's value, you should work within the same application context. First, switch to the Customer Service Application where the field was created. Then, create or edit your UI Policy within this application. This should make the Mandatory checkbox available for modification. If you need the domain field accessible globally, you might consider creating it in the Global application from the start, but this would require careful planning to ensure it fits your overall architecture and security model.
If this helps kindly accept the answer thanks much.
Kind Regards,
Mohamed Azarudeen Z
Developer @ KPMG
Microsoft MVP (AI Services), India
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05-21-2024 01:51 PM
I don't see a way to create the field in Global Application on the customer_account table to begin with. When I go to Configure > Form Layout, it requires that you be in the Customer Service Application to create it.
In the UI Policy, if I change the Application to Global, I do see the mandatory field open up, but I don't see the domain field in the Field name dropdown. So, it can't be selected.
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05-21-2024 01:43 PM
Hi MStritt,
You should be able to make fields mandatory in Customer Service Application. Can you please share some screenshots of the dictionary entry for the domain field and the UI policy you are trying to create?
Thanks,
Rishi
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05-21-2024 02:12 PM
Hi Rishi,
UI Policy in Customer Service Application. Field available to select, but Mandatory greyed out.
UI Policy in Global Application. Field not available to select, but Mandatory now available.