question How to make a field readonly on a form if a template is applied in ITSM forum

How to make a field readonly on a form if a template is applied

szollo — Tue, 12 Apr 2016 09:31:43 GMT

Hello,

I have a custom reference field on a Change form, called Template. That field references System Definition->Templates. If I select a template, then some fields are populated on the form.

This all works fine, however I'd like to achieve that as soon as a field is populated(due to the selection of the template) make it read-only, not editable.

I've tried several options(client scripts, business rule, ACL, etc.), but none of them working as expected, although I'm new to ServiceNow, so it could be I was not doing it the right way.

Those fields that are populated due to the template can also be read-only by default, however when I was unable to achieve that(tried using ACLs, but I've found that read-only fields were not populated when I selected a template).

I need to make sure that as soon as a template is selected, the values that is populated on the form are not editable. I want to achieve this dynamically(without Saving the form).

Could you please give me some guidance on how to achieve this?

Re: How to make a field readonly on a form if a template is applied

Goran WitchDoc — Tue, 12 Apr 2016 09:42:58 GMT

In Geneva there is "Standard Change Catalog". It does pretty much what you asking for here. Perhaps that is your solution?

Btw. If you upgraded to Geneva this plugin isnt active by default.

Re: How to make a field readonly on a form if a template is applied

Rohit Sarkar1 — Tue, 12 Apr 2016 09:53:36 GMT

Why dont you try UI Policy... that is the one you are making the fields visible make them read only also expecting that these are the fields which are being populated once you select the template.

Re: How to make a field readonly on a form if a template is applied

abilash_017 — Tue, 12 Apr 2016 10:21:17 GMT

Hi Gergely,

you can achieve it using UI Policy.

Steps:

1. Go to UI policies in navigator.

2.Create new UI policy.

3. In that select table in which table it belongs to.

4. Add short description.

5. Give condition as : "Template is not empty".

6.Save the form and then scroll down and in UI Policy actions --> add new

7. Select the "template" option and submit it.

Now check your requirement.

Comment back if you have any issues.

Hit Like/Helpful or correct based on the impact.

Re: How to make a field readonly on a form if a template is applied

szollo — Fri, 15 Apr 2016 20:29:41 GMT

Unfortunately that doesn't work, as the field becomes read-only prior to the field getting populated by the selected template. So basically I'm going to end up with an empty field that is read-only.

Re: How to make a field readonly on a form if a template is applied

szollo — Fri, 15 Apr 2016 20:31:43 GMT

Hi Abilash,

Thank you for getting back to me!

Unfortunately that doesn't work(I tried your suggested steps). Please see my response to Rohit Sarkar.

Best regards,

Gergely

Re: How to make a field readonly on a form if a template is applied

szollo — Fri, 15 Apr 2016 20:45:42 GMT

Hi Goran,

This is exactly what we need, but unfortunately - I forgot to mention - we are on Fuji, so this solution will not work for us.

Basically we would like to use Templates as Standard Changes, that's why the fields cannot be modified once the template is applied.

While this option is interesting and new to me, I'm still trying to find a solution for our case. Are you aware of any alternative solution that could be used in this case?

Best regards,

Gergely

Re: How to make a field readonly on a form if a template is applied

Goran WitchDoc — Sat, 16 Apr 2016 09:55:51 GMT

Right off my mind I would turn to ui polices. Not sure if you need to make 1 ui policy for each field or you can make only one with some fancy condition, haven't thought to so much on it. It's pretty much to choose from a few simple ones or one complicated one.

But it should work if you have a UI policy with condition that if field template isn't empty and field b(which the template fills) isn't empty, then read only sets on field B.

Shouldn't that work?

//Göran

Re: How to make a field readonly on a form if a template is applied

szollo — Tue, 19 Apr 2016 15:23:21 GMT

Hi Goran,

Thank you very much, that worked!

Unfortunately this brought up an issue where making HTML field to read-only causing the field disappearing(keeping only the label and the +- chars to increase/decrease the size of the box), but that's a different issue.

Thank you again!

Re: How to make a field readonly on a form if a template is applied

Goran WitchDoc — Tue, 19 Apr 2016 20:40:18 GMT

always fun to help and solve a problem 😃

//Göran

Re: How to make a field readonly on a form if a template is applied

jmcagod — Tue, 09 Aug 2016 17:07:25 GMT

Hi Gergely,

Were you able to figure out how to make it as read-only? Can you share what you did to make it RO? Thanks

I followed the steps to create a UI Policy and got lost in setting condition "Template is not empty".

Re: How to make a field readonly on a form if a template is applied

szollo — Wed, 10 Aug 2016 08:22:49 GMT

Hi,

I've created the UI Policy on Change Request table and set the condition like the following:

After this in the UI Policy Actions I configured the required field read-only:

The Template field is a custom Reference type field with the following settings:

I hope this helps,

Gergo