Edit Embedded List View and Make Fields Mandatory

[Jane Z]

We want to provide a user friendly UI to create implementation task (custom object) on change record. So far, we are happy about the embedded list layout and function, and user can easily document the implementation task. However, when the task needs to be closed and additional fields are required, such as Close Code and Assigned to, the UI and function is not ideal. I tried to use data policy, but it won't kick off until the record gets saved and it is not intuitive and can cause data put in before being lost. I also tried dependent fields. But it also not ideal, one, it can't make close code mandatory like UI policy does; two, some fields, like Assigned to, can't be applied the same dependent rule and don't show up like Close Code.

Any help is appreciated.

[Chuck Tomasi]

Embedded lists are SORT OF like form fields in the fact that the related records have no value until they are saved.

They differ from form fields in that UI policies like mandatory, show/hide, read-only (as well as client scripts) don't apply.

I don't have a good answer for you around this requirement other than a possible onCellEdit client script that pops up a modal and collects the information you want. A bit complex (read non-trivial to build, and maintain) in passing the information from the list record, modal, and updating the target record.

[Jane Z]

Thank you for the reply, Chuck!

Do you happen to know any document about how to write a onCellEdit client script that pops up a modal and collects the information?

[Chuck Tomasi]

Here's an older article I've found useful.

https://www.servicenowguru.com/system-ui/glidedialogwindow-advanced-popups-ui-pages/

The more modern way is to use GlideModalV3 as well. 

GlideModalV3 - Client | ServiceNow Docs

[Jane Z]

Hi Chuck,

Thank you! The list view editing seems a little challenging. I always blocking by a popping up screen to ask if I want to leave the site, if I click Leave, it will jump out of screen but not saving anything. Do you think I can solve it?