Mapping data from multiple Record Producers to one section on COE case

aguanci
Tera Expert

Hi All, 

 

I am trying to map the data from multiple different record producers onto 1 Section of COE case. After creating the fields in Form Layout, I attempted to make UI Policies that would control what the fulfiller would see for different types of cases. Example, if HR Service is A then certain fields show and if HR Service is B then different fields show. Some fields are shared across different UI Policies.

 

After I created 3 UI policies I started to notice I was getting the conflicting UI Policies error. After some research I tried to change the orders and unchecked "Reverse is false" to no success. 

 

Does anyone have any experience trying to accomplish this?

6 REPLIES 6

Hello,

 

Yes you can report on it.

 

Please mark my answer as correct based on Impact.

Susan Britt
Mega Sage
Mega Sage

You will just need to configure the UI Policies in a way that do not result in shared fields.  I always recommend naming the UI Policies based on the condition to help with these situations.  For example, you may have one that is "HR Service = A", another is "HR Service = B" and one that is "HR Service = A, B or C".  Then add the appropriate fields only to the one that matches the exact scenario, so you have no conflicts.  Another words, if a field should show for services A, B, and C - only add it to the at one UI Policy and not the individual ones for the condition of HR Service - A, etc.  It's usually achievable, once you step back and analyze all the scenarios.