Policies and rules in Table Builder

Policies and rules define how information appears to users based on role and entries, as well as who can access tables and forms built in Table Builder.

Sections for working with policies and rules

The Policies and rules tab in Table Builder has several sections, but you can edit only UI policies within Table Builder. The other sections are read-only and contain links to manage their content in other parts of the ServiceNow AI Platform.

Tableau 1. Administrative UI policy and rules sections

Section	Description	Editable within Table Builder
UI Policies	Dynamically change the behavior of information on a form and control custom process flows for tasks.	Yes.
Access control rules	Control access to the specified resource based on role, condition, and script criteria being met.	No.
Client Scripts	Create scripts that control how form fields appear based on defined criteria.	No.
Business Rules	Create business rules to accomplish tasks like automatically changing values in form fields when certain conditions are met.	No.
Workspace view rules	Define rules to control how users view workspaces based on criteria.	No.

To manage a rule or policy script outside of Table Builder, select for the entry. Or, you can view the full list of rules and scripts outside of Table Builder by selecting the Full list link for each section of the Policies and rules tab:

• Full ACL list
• Full client scripts list
• Full business rule list
• Full workspace view rules list

UI policies for tables and forms

Configure UI policies to adjust how forms appear based on roles and user input.

For example, you can use UI policies to make a field on a form read-only or required or hide certain fields depending on a user's role. Basic UI policies do not require any scripting. For more advanced actions, use the Run scripts option.

You can also use client scripts to perform all these actions, but for faster load times use UI policies when possible.

Create a UI policy in Table Builder

Configure UI policies in Table Builder to adjust how forms appear based on roles and user input.

Avant de commencer

• Launch Table Builder. For more information, see Accessing Table Builder.
• (Optional) Choose a domain to work within (if not global). For more information, see Domain separation and Table Builder.
• (Optional) Choose an application scope to work within (if not global). For more information, see Using an application scope with Table Builder.

Role required: personalize_rules or AES user role and delegated developer permissions. For more information, see Delegate developers using AES.

Pourquoi et quand exécuter cette tâche

You can create and edit UI policies only for applications that you own. For more information on application scope, see Domain separation and Table Builder.

Procédure

1. On the Table Builder screen, choose a table to work with.
2. Select the Policies and rules tab.
   Alternatively, you can add a UI policy for a field directly in the Forms tab of Table Builder in the right pane that appears when you select a field.
3. Select the UI Policies section to display a list of UI policies.
4. Select the Add new policy link to display the policy details.
   • If the link is inactive, you must change the scope that you're working with on the Forms tab.
   • If a field has policy and appears in the view, the active icon appears on the top corner of the field as shown in the following example.

   

5. On the form, fill in the fields for the Policy details section.
   For more information on field definitions, see Policies and rules properties in Table Builder.
6. In the When these conditions are met section, specify the conditions that, if fulfilled, cause the UI policy to be applied using the condition builder.
   To add multiple sets of conditions, select New condition set.
7. In the Do the following section, create field actions that should be performed when the conditions are met.
8. To finish adding the policy, select Add UI policy.

Résultats

After you add the UI policy, you can configure scripts and the related list actions for it. For more information on client scripts and UI policies, see Client scripts for UI policies.

Modify a UI policy in Table Builder

Edit UI policies to change how forms appear based on roles and user input in Table Builder.

Avant de commencer

• Launch Table Builder. For more information, see Accessing Table Builder.
• (Optional) Choose a domain to work within (if not global). For more information, see Domain separation and Table Builder.
• (Optional) Choose an application scope to work within (if not global). For more information, see Using an application scope with Table Builder.

Role required: personalize_rules or AES user role and delegated developer permissions. For more information, see Delegate developers using AES.

Pourquoi et quand exécuter cette tâche

You can create and edit UI policies only for applications that you own. For more information on application scope, see Domain separation and Table Builder.

Procédure

1. In the UI policies section, on the Policies and rules tab, select the policy that you want to edit.
   You can also edit a field's UI policy directly in the form by selecting it in the UI policies tab of the right pane that appears when you select a field.
2. Change the UI policy fields and attributes as needed.
   For more information on field definitions, see Policies and rules properties in Table Builder.
3. Click Update UI policy.