ui action on a draft change record in the service portal

solanovale
Tera Contributor

7 hours ago

i am trying to create a ui action on the change form on the service portal. this button is to help users fill the form with ai so it must be present when the record is in draft. however I can only get it to show once the record is pending approval. How can i make it so it is visible when in draft?

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Matthew_13
Mega Sage

2 hours ago - last edited 2 hours ago

Hi Buddy,

This happens because in Service Portal, a Draft change is often treated as a new (insert) record.

Do this:

  1. In the UI Action, make sure:

    • Form button = ✅

    • Show insert = ✅

    • Show update = ✅

  2. Fix the Condition to match the actual Draft value (not the label):

current.getValue('state') == '<draft_state_value>'

(Check the real value via Right-click State → Show Choice List.)

  1. Make sure it’s server-side (client-only UI Actions are unreliable in Portal).

That’s it buddy.
If it still doesn’t show, it’s almost always missing Show insert or the state value doesn’t match.

 

@solanovale - Please mark Accepted Solution and Thumbs Up if you found Helpful

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