If user VIP then only that field should be visible on HR agent

[nikhitha24]

If user VIP then only that field should be visible on HR agent form .

If user is Non  VIP ,then field should be hide not visible.

[nikhitha24]

@Rob Sestito 

Thank you for the help

UI policy is working on  HR agent form.

I have written UI policy for If opened for is  VIP then only that field should be visible, If opened for  is Non  VIP ,then field should be hide not visible, It is working as expected.

Could you please tell is the functionality will work on the At a Glance also?

My Query is below

If opened for is  VIP then only that field should be visible on At a Glance .

If opened for  is Non  VIP ,then field should be hide not visible on At a Glance

I have tried this but its not working on At a Glance, Please help me on this.

[Rob Sestito]

Hey @nikhitha24 - 

I am not 100% sure on how to get the case form 'At a Glance' to generate for the Opened For user since the case is supposed to be all about the Subject Person.

I believe the 'At a Glance' functionality is controlled by a script include 'hr_atAGlanceUIBUtilsSNC'.

However if this script include is the key, it is protected by a read-only policy. So, if you needed to, I think you would have to clone your own script include from the OOTB one, inactivate the OOTB and make yours the only Active one. And modify the script from within.

Line 63 is checking the value of VIP against the user. Line 76 is giving the message of VIP next to the users name in At a Glance, and then on lines 112 and 113 is where the query happens.

Again, I am not 100%, but those might be the steps you have to take, in order to make your At a Glance showcase VIP for Opened For, rather than Subject Person.

Without changing OOTB functionality and getting rid of a read-only policy script include, I think you would be best to just let the form show your field as you have it now with your UI Policy, and leave At a Glance as is.

Hope this helps,

-Rob

[michaelj_sherid]

@nikhitha24 The VIP identifier is an OOtB item with Configurable Workspace. You can see this in the At a Glance section on the record as seen below:

Regards,

Mike

[nikhitha24]

This one is based on subject person ,but i want show based on opened for as VIP

[Rob Sestito]

@michaelj_sherid - That was one of the first things I showed from my first reply to @nikhitha24 .

@nikhitha24 - You can still bring over the field for the Opened For, the same way we went through it with the Subject Person. And then you would just need to adjust your UI Policy since it is pointing at the Subject Person.

Thanks,

-Rob