How can I make Work Notes mandatory if anything is changed on an incident form?

[Sorren Day]

I'm trying to find a way of making it so that if any user looks at an Incident and changes any aspect of it, the 'Work Notes' field becomes mandatory as a reminder for them to write and record what they have done.

I have seen other people asking how to do this for a specific field change rather than any or all changes. The solution given to them is to use an onChange Client Script. I have looked at these and I can see how I would get it to make the work notes mandatory if the priority or assignment group (for example) is changed, but that's too specific for my needs.

Any suggestions?

[Harish Ragz]

You can achieve this by creaing a UI Policy. In When to Apply Section you can add your requirements.

Example:

After Adding your requirements ,

1.Save your UI Policy.

2.Add a record in UI Policy Action Section.

Please Hit ✅Correct(If it is a correct solution) or Hit ✅Helpful(If it is useful).

[Sorren Day]

This option looks like it would require me to add every single field and it's options into the conditions list. Is there not an option to just say 'If any field or option is changed'?

[Ben Vargas]

You can simply put no condition in the UI Policy and it would always evaluate to true and run the UI Policy Actions or Script and thus require "Work notes" for every save/update through the UI.

This approach works for always requiring "Work notes" on every save, but it also requires them on Create/Insert of the new record if the field is on the form, so it may be more "user friendly" to do it via client script in this case (see below).

[vinothkumar]

You can also create an Before update business rule checking the work notes should be filled before doing any updates to the record.