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.

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6 REPLIES 6

Tanushree Maiti
Tera Patron

Hi @ali_alturaif 

 

Option 1: UI Policies are the standard method for hiding, showing, or making fields read-only dynamically on forms. 

  • Navigate to System UI > UI Policies and click New.
  • Set the Table to Catalog Task [sc_task].
  • In the Workspace View or standard UI Policy form, ensure you explicitly select the view associated with the workspace (e.g., Service Operations Workspace or SOW).
  • Set your Conditions, and under the UI Policy Actions related list, specify which fields should be hidden or set to read-only

Option 2: If the fields you want to show or hide are Catalog Item variables rather than fields then follow this approach: 

  • Navigate to Service Catalog > Catalog UI Policies and click New.
  • Select the relevant Catalog Item or Variable Set.
  • Check the Applies on Catalog Tasks box to ensure the policy applies when agents view the task.
  • In the Catalog UI Policy Actions, define which variables to hide or show.
Please Accept the solution if it assisted you with your question & Mark this response as Helpful.
Regards
Tanushree Maiti
ServiceNow Technical Architect
LinkedIn: https://www.linkedin.com/in/tanushreemaiti

bmlokeshus16
Tera Contributor

Don’t make Work Notes mandatory from the dictionary, because that can affect it globally. But for personal use you can configure the dictionary of the work notes but right click on work notes and select Configure dictionary to make it mandatory. 

 

Use a System UI Policy on the sc_task table.

Navigation: System UI > UI Policies > New
Table: Catalog Task [sc_task]

You can use it to hide fields or make fields mandatory in Service Operations Workspace. For Work Notes, make it mandatory only when the task is being closed. For stronger validation, use a Business Rule to prevent closing without Work Notes.