Steps to configure demand screening state

[Supriya24]

How do I configure the "Demand" application such that only a stakeholder with 'Approver' field set to 'Yes' should be able to Qualify a demand? There could be other stakeholders in the demand who are demand managers but 'Approver' field for them will be 'No', and such users should not be able to able to Qualify a demand.

In simple words, I would like to hide "Qualify" button from any demand stakeholder if they are not an approver, regardless whether they are demand users or even demand managers.

In below screenshot, let's say Elissa is demand manager, how do I hide "Qualify" button from them but display it only to Charles?

[Sheila Llewelly]

Hi, Supriya

You can go to https://docs.servicenow.com/bundle/madrid-it-business-management/page/product/planning-and-policy/ta... to see how to designate who can approve demands by populating the stakeholder registry. 

[Supriya24]

I suppose you misread my question. I am looking to make some UI Action changes so that only a stakeholder who is an approver can Qualify a demand. I already know how to populate the stakeholder registry.

[vishal_8_shah]

Hi Supriya,

In regards to changing labels of demand states you will need to change it via dictionary.

https://docs.servicenow.com/bundle/madrid-platform-administration/page/administer/reference-pages/task/t_ChangeFieldLabelOrHint.html

In regards to restricting certain people to qualify/approve, I would just change UI action restriction based on your criteria.

https://docs.servicenow.com/bundle/madrid-servicenow-platform/page/administer/list-administration/concept/c_RestrictingAccessToUIActions.html

Is this what you were looking for?

Thank you.

Regards,

Vishal Shah

[Supriya24]

Not exactly, but thank you. I am looking for a UI Actions script that enables the "Qualify" action only for user who is both listed as a stakeholder on a demand, and has approver field set to Yes, just like my screenshot depicts. I am not a service now developer and haven't created a UI action before so I was wondering if I can just get a script from someone who understands my requirement.