How to ensure the Estimated Completion date is filled in by an assignee

[rjp]

Hi Folks,

I'm very new to ServiceNow, in fact this is my first discussion.   We are trying to find the best way to ensure that the Estimated Completion Date (RITM level) will be completed.   What is the best way to have the person who is assigned the task fill out the Estimated Completion Date.   At first thought we would send a notification to the assigned to person, but if anyone has a different approach or a suggested solution for a similar problem I'd love to hear it.  

Thanks in advance for any advice.

rjb

[Community Alums]

You can use a UI policy to enforce the field to be mandatory in order to save/update the form. This way, the assignee could not enter any additional data on the record (notes, etc) unless they also set the estimated completion time.

Cheers,

Tim

[rjp]

Thanks for the reply....Is it possible to set up a UI Policy on the Estimated Completion field (Requested Item [sc_req_item] table) that gets triggered when the assignee attempts to save/update a task (task u_incident_task table).   So for example, the assignee attempts to save or update the task that's assigned to him but cannot because the Estimated Completion Date field is empty, is there a way to direct the assignee to the corresponding Requested Item so the Estimate Completion field can be filled in with a value.   Does this make sense or am I way off base?

Thanks again,

Rob

[Shishir Srivast]

Hi Rob,

It's pretty simple, as Tim told you can have the UI policy, How? Please check below.

You can navigate to UI Policies and click on new.

Create a UI Policy to make the Estimated Completion field mandatory

Click on New on UI Policy Action:

and then you are all set.

Result: This will make the field madatory and will not allow the user to submit the form if it's empty.

[rjp]

Thank you for the informative reply to my posting.   I'm going attempt to create the UI policy as you suggested.

Thank you for sharing your knowledge.

All the best!

Rob