How to make fields mandatory on Change New State without moving to Assess

SuT
Tera Contributor

Hi all,

Our requirement is make fields- implementation plan, back out plan, schedule dates mandatory on NEW state. Currently, these fields become mandatory when we click on "Request for Approval" button. My requirement is make these fiedls mandatory at New state and make this button visible for change group only. So, only the change managers will able to move the satte from New to Assess.

state_model_request_assess_approval: This is the function I found in UI action, which I am assuming setting the mandatory fields. I couldn't find this function in state model or change model or Business rule. Can someone please guide me how can I update this?
 
Thanks,
Su
1 ACCEPTED SOLUTION

Anand__99
Kilo Sage

Hi @SuT,

 

When you click Request Approval, the system updates the State field to Assess, and validates all mandatory fields.

This happens because a UI Policy is configured to make fields Implementation Plan, Backout Plan, and Schedule Dates mandatory only in the Assess state, not in the New state.

To resolve this, locate the UI Policy that is enforcing these mandatory fields and update its conditions to include the New state.

 

If this resolves your issue, please mark the response as Correct/Helpful.

 

Thanks

Anand

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2 REPLIES 2

Anand__99
Kilo Sage

Hi @SuT,

 

When you click Request Approval, the system updates the State field to Assess, and validates all mandatory fields.

This happens because a UI Policy is configured to make fields Implementation Plan, Backout Plan, and Schedule Dates mandatory only in the Assess state, not in the New state.

To resolve this, locate the UI Policy that is enforcing these mandatory fields and update its conditions to include the New state.

 

If this resolves your issue, please mark the response as Correct/Helpful.

 

Thanks

Anand

Tanushree Maiti
Tera Sage

Hi @SuT 

 

To make implementation plan, backout plan, and scheduled dates mandatory on the 'New' state in ServiceNow Change Requests,
create a UI Policy with the condition State [is] New.

Within the UI policy actions, set the fields Implementation plan Backout plan, Planned start date, and Planned end date to Mandatory

 

Note: it seems existing OOB one (on Assess state) will not be impacted as from new state those will be filled up by value.

 

try.

Please mark this response as Helpful & Accept it as solution if it assisted you with your question.
Regards
Tanushree Maiti
ServiceNow Technical Architect
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