set value based on catalog item

Baggies · ‎01-28-2020

On the RITM form, I have added the 'billable' field.
I want to have the default value set to 'true' only for specific catalog items, so that for example, if the catalog item on the RITM form (cat_item) is either 'Laptop', or 'Headset' or 'Computer', then the default value should be set to "true". It is a true/false type field.

Acceptance criteria would be that the value of 'true' loads for these items, and the 'billable' field is visible.

The fulfiller should be able to change the value of 'Billable' to 'false' if required.
If the catalog item is not one of the ones listed above, then the default value of 'Billable' should be 'false', and the field hidden.

I thought it would be easy to do this on a scripted UI Policy, whereby I can select the items this would apply to.

Many thanks in advance.

Michael Jones - · ‎01-28-2020

You would need to create a before business rule on insert to check if the catalog item is one of the ones you want, and then set the value of the field on the RITM appropriately. You would then create UI Policies and Actions to show / hide your field based on its value.

If this was helpful or correct, please be kind and remember to click appropriately.

Michael Jones - Cloupires.

I hope this helps!
Michael D. Jones
Proud member of the GlideFast Consulting Team!

View solution in original post

Baggies · ‎01-28-2020

Hello, you think I would have learned by now to look at the more logical route than wanting to script everything...

Thanks for all the replays, I went the route of a BR on and UI Policy where required.

Just make sure you hit the 'advanced' tab on the BR form so you can make sure the condition is 'before' and 'insert'.