UI policy not working

manirathore
Tera Contributor

i am facing one issue. if i am submitting a request from service portal, a particular catalog ui policy is running. But if i am inserting a record in that table by importing xml, then that ui policy is not working.

7 REPLIES 7

manirathore
Tera Contributor

is there any solution to that?

 

Pooja Limbani
Giga Guru

try converting the same logic of UI policy to a business rule(Before Insert or Before Update).

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Shubham_Jain
Mega Sage

@manirathore 

 

Why the UI Policy Works in Service Portal but Not on XML Import

-- Catalog UI Policies:

  • Are designed to run only on the Service Catalog interface (like Service Portal or the native Service Catalog UI).
  • They are client-side scripts, meaning they execute in the browser when a user interacts with the form.

-- XML Import:

  • When you import records via XML, you're performing a server-side insert.
  • Since there's no user interface involved, UI Policies do not run.
  • This applies to both Catalog UI Policies and standard UI Policies.

How to Handle Logic During XML Import

If you need similar logic to run during XML import or any server-side insert, consider these alternatives:

 

1. Business Rule

  • Create a Before Insert or After Insert Business Rule on the target table.
  • This ensures your logic runs regardless of how the record is created (portal, XML, API, etc.).

2. Script Include or Flow Designer

  • If the logic is complex or reused, encapsulate it in a Script Include or Flow.
  • Trigger it via Business Rule or Flow Designer action.

 

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Shubham Jain