Create a new Checkbox field on the Normal Change form and label it “IS THIS CHANGE PANDEMIC RELATED ?” 1. Let it be the first field on the form 2. When new field is unchecked , make all fields under Planning Tab mandatory.

[JOHN OLADIPO]

 Change Management Task.

Create a new Checkbox field on the Normal Change form and label it “IS THIS CHANGE PANDEMIC RELATED ...

1. Let it be the first field on the form

2. When new field is unchecked , make all fields under Planning Tab mandatory.
 

[Hitoshi Ozawa · Accepted solution]

Hi John,

Requirements can be implemented by adding a True/False field on the New Normal Form and then creating an UI Policy to make Planning Tab fields mandatory.

1. In the Navigator, select "Change" > "Create New"
2. Select "Create Normal Change"
3. Select "Configure" > "Form Design"
   
4. Select tab "Field Types". Drag & drop "True/False" to above field "Number"
   
5. Select the gear icon on the new field. Set Label and Name.
   
6. Click on "Save" button to change the changed on the form.
7. Back on the "New record" form, select "Configure" > "UI Policies"
   
8. Set condition to "Is this change pandemic related" "is" "false"
   
9. In the "UI Policy Actions", select the "New" button and set "Mandatory" to "True"
   
10. Add entries to make "implementation plan", "risk impact analysis", "test plan", and "backout plan" to Mandatory.
    

[JOHN OLADIPO]

Dear Hitoshi, your explanation and information provided were absolutely on point Thanks.