How to edit sow service catalog UI policies?

ali_alturaif
Giga Contributor

As the title says, I want to remove/add or edit visibility of fields to service catalog tasks that are assigned to agents. How do you do it for the Service Operations Workspace? (I am a beginner)

1 ACCEPTED SOLUTION

Hi @ali_alturaif 

1. Use form designer to delete unwanted fields in the sc_task table.

a.In the application navigator type sc_task.list. and choose one record.

b. In the form header, click configure, form designer and choose your view as service operations workspace 

C.Delete the fields ,you don't want it by using X icon.

D.save it

2.write UI policy to make a field mandatory when the task is state is moves to closed complete

a. Navigate to system UI policies ,click new

b.give name and set a condition as state is closed complete

C.after save , configure the UI policy action

D.choose the field, ( work notes) ,set mandatory as true.

View solution in original post

6 REPLIES 6

PoonkodiS
Giga Sage

Hi @ali_alturaif 

Can you give your requirement with some details 

Sure thing!
Let's say an agent received a task for a phone order.
The task has unnecessary fields to my situation; such as, Approval, Priority, and Configuration Item fields. I want to remove them all.

 

Moreover, I want to mark the Work Notes as 'mandatory' when the agent press the Close Task button, so they can't close the task without Work Notes.

Hi @ali_alturaif 

1. Use form designer to delete unwanted fields in the sc_task table.

a.In the application navigator type sc_task.list. and choose one record.

b. In the form header, click configure, form designer and choose your view as service operations workspace 

C.Delete the fields ,you don't want it by using X icon.

D.save it

2.write UI policy to make a field mandatory when the task is state is moves to closed complete

a. Navigate to system UI policies ,click new

b.give name and set a condition as state is closed complete

C.after save , configure the UI policy action

D.choose the field, ( work notes) ,set mandatory as true.

@ali_alturaif 

Try this approach,if it is not working share your configuration