Change Management - Making sub subcategory dependent on category.

Gurpreet Kaur5
Tera Expert

Hi, I am trying to make sub subcategory dependent on category within Change management. For example 

Field: Is Security Impacted? (mandatory field)
Type: Dropdown 
Options: Yes/No 
 
If "Yes" is selected in the field above, then the following mandatory field should appear.
Field: If Yes, Please Expand
Type: Free Text
 
I have created these fields,  how do i create the dependency please?
2 ACCEPTED SOLUTIONS

Sohail Khilji
Kilo Patron
Kilo Patron

You Got to create a UI policy and Ui Policy action.

 

1. Create a UI policy with condition as > 'Is Security Impacted?' > is > 'Yes' 

2. Save the record.

3. In the same record related list click 'New' in UI policy action.

4. Create a condtion to make filed visible and mandatory.

 

Ex: 

SohailKhilji_1-1707034445250.png

 

I hope this helps...


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Dr Atul G- LNG
Tera Patron
Tera Patron

Hi @Gurpreet Kaur5 

 

This video will help you 

 

https://youtu.be/xttmeS4YKuM

 

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View solution in original post

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6 REPLIES 6

KalyaniDeshmukh
Tera Expert

@Gurpreet Kaur5 : Create UI policies on Change table.

Condition  'Is Security Impacted?' is 'Yes' 

UI Policy Action : Field you want to make visible and mandatory, Make Visible and Mandatory True and Read Only as Leave alone

 

Kindly mark the answer ✔️ Correct or Helpful ✔️ If it solves your concern.

Hi Kalyani, 

Thank you for the prompt response. I am new to change management, and not sure how to create UI policy within change management. Can you please attach some screenshots to help pls.

Sohail Khilji
Kilo Patron
Kilo Patron

You Got to create a UI policy and Ui Policy action.

 

1. Create a UI policy with condition as > 'Is Security Impacted?' > is > 'Yes' 

2. Save the record.

3. In the same record related list click 'New' in UI policy action.

4. Create a condtion to make filed visible and mandatory.

 

Ex: 

SohailKhilji_1-1707034445250.png

 

I hope this helps...


☑️ Please mark responses as HELPFUL or ACCEPT SOLUTION to assist future users in finding the right solution....

LinkedIn - Lets Connect

Thank you, all working now.