Multiple forms based on request type.

Shaunda Charles
Tera Contributor

I am creating a record producer that gives you different dropdowns based on the type of request you select, compared to building everything in one form visible for customers where those fields are not needed.  So based on what you choose, the form gives you the fields you need to fill out to submit your request.

ShaundaCharles_0-1683915504764.png

See the screenshot. The user will select a request type and should get the necessary fields to fill out other than having all the files on the form. I there a way that I can accomplish this? 

 


7 REPLIES 7

mattystern
Kilo Sage

Hi @Shaunda Charles 

 

Sounds like UI Policies would work here. Reference document here: UI Policies - ServiceNow Docs 

 

Ex: Our "Report Issues" record producer has a large "Category" dropdown (optional). If someone selects "Hardware" or "Software" we display "Subcategory" (also optional.) 

mattystern_0-1683922449930.png

 

The case above is simplified, but you can get quite complex with UI Policies. Hope this helps!

-Matt

Shaunda Charles
Tera Contributor

Hello @mattystern 

Thanks for the quick response, so you are saying that this should also work for the record producer forms? And all i need to do is create the UI Policies.

 

Regards. 

Shaunda Charles
Tera Contributor

Hello Mattystern,

I opened my record producer and navigated to configure>UI Policies, and tried creating a policy to act on the request type.

ShaundaCharles_1-1683926337927.png

When creating the UI Policy, I do not see the request type as a drop-down so I can set the conditions.

ShaundaCharles_0-1683926229930.png

How can I get the questions on the record producer page as a selectable option in the conditions? 

Shaunda Charles
Tera Contributor

Hello @mattystern

 

Was the examples provided above the proper steps taken cause I'm not able to set the UI policy with the options needed?

Regards.