Defaulting Values on Change Model

awilkerson
Tera Contributor

‎07-29-2025 06:23 AM

I am attempting to default the category and subcategory on specific change models. The issue I run into is that they are set to read only when I do. I simply need to default them and not set for the duration. 

What I have tried:

1. The record preset method. The values are ready only on create and submit.

2. I have also tried the UI policy. The UI policy adds another issue in that we have a script include that triggers off the category. Once I set the category, the subcategory is empty. The category is set to read only. 

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awilkerson
Tera Contributor
In response to Dr Atul G- LNG

‎07-29-2025 07:36 AM

I appreciate the feedback. The scenario is that the model should go to one group for triage and assignment to another group. The available assignment groups are controlled by the subcategory. There are a high-volume of these requests, so I was trying to make the experience more user-friendly. While I can default the category, the sub-category will be changed throughout the life cycle.

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Dr Atul G- LNG
Tera Patron
Tera Patron
In response to awilkerson

‎07-29-2025 08:58 AM

Got it mate,  then i think you need a script for this. Sorry i cant help in script 😞

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