Create a UI policy for catalog items

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 4 Minuten Lesedauer

    • You can apply UI policies for catalog items ordered in the service catalog.

    Vorbereitungen

    Role required: admin

    Prozedur

    1. Navigate to All > Service Catalog > Catalog Administration > Catalog UI Policies.
    2. Select New.
    3. In the Applies to field, select A Catalog Item.
    4. Fill in the remaining fields.
      Field Description
      Applies to Select the type of item this UI policy applies to:
      • A Catalog Item: enables the Catalog item field.
      • A Variable Set: enables the Variable set field.
      Catalog Item or Variable Set Select the catalog item or a variable set this UI policy applies to. The field name and options available depend on the Applies toselection.
      Short description Enter a brief description (example, Out-of-state move).
      Active Select the check box to enable the UI policy. Clear the check box to disable it.
      When to Apply
      Catalog Conditions Create conditions for the UI policy using catalog item variables. The policy is applied if the conditions evaluate to be true. For example, a catalog item of Schedule a Move may have a condition of move_from > is > San Diego. The UI policy is applied when an employee schedules a move from San Diego to any other company location.
      Hinweis:
      The label of a variable associated with a variable set reflects the variable set name. The format is variable_set_name » variable_name.
      Applies on a Catalog Item view Select the check box to apply the UI policy to catalog items within the order screen. Available in the requester view.
      Applies on Catalog Tasks Select the check box to apply the UI policy on a Catalog Task form. Available in the fulfiller view. See VEditor.
      Applies on Requested Items Select the check box to apply the UI policy on a Requested Item form. Available in the fulfiller view. See VEditor.
      Applies on the Target Record Select the check box to support the catalog UI policy on a record created for task-extended tables via record producers. See Default variable editor.
      On load Select the check box to apply the UI policy when the form is loaded. Clear the check box to apply the policy only when the form is changed.
      Reverse if false Select the check box to reverse the UI policy if the Catalog Conditions statement evaluates to false.
      Script
      Run scripts Select the check box to use the Execute if true and Execute if false scripting fields. Scripts are necessary to apply a UI policy other than Read Only, Mandatory, or Visible. For example, you must create a script to apply a UI policy to a specific role.
      Other fields
      Order Enter the sequence in which this UI policy is evaluated if more than one matching UI policy exists. The order is evaluated from the lowest value to the highest value.
      Global This field isn’t used for the service catalog.
      Inherit This field isn’t used for the service catalog.
      Catalog UI Policy Actions
      Variable name Select the variable or variable set that belongs to the catalog item.

      When you apply catalog UI policy actions on a variable set, the actions are applied on all variables within the variable set. If different catalog UI policy actions are applied on a variable or a variable set, the action with the lowest order is considered.

      Hinweis:

      • The set value UI policy action isn't applicable for the attachment and masked variables.

        Use the Clear the variable value option to clear the value for the attachment and masked variables.

      • For multi-row variable set, you can apply a UI policy action on the complete variable set but not on individual variables inside it.
      • The label of variables associated with a variable set reflects the variable set name. The format is variable_set_name » variable_name.
      Order Sequence in which the UI policy action is evaluated. The order is evaluated from the lowest value to the highest value. This is also applicable in Service Portal.
      Mandatory Choice list for specifying how the UI policy affects the mandatory state of the field. Choices are:
      • Leave alone
      • True
      • False
      Visible Choice list for specifying how the UI policy affects the visible state of the field. Choices are:
      • Leave alone
      • True
      • False
      Read Only Choice list for specifying how the UI policy affects the read-only state of the field. Choices are:
      • Leave alone
      • True
      • False
      Value action Choice list for specifying whether to set a value for the question, clear the value, or set nothing for the question. Here are the choices.
      • Leave alone
      • Set value: Option to set a value for the question in the catalog item.
      • Clear value: Option to clear the variable value.
      Value

      Enter a value for the question.

      This field appears only when you select Set value from the Value action list.
      Field message type
      Select any of the message types that you want to show for the question.
      • Info
      • Warning
      • Error
      Hinweis:
      If you don’t want any message, select None.
      Field message

      Enter a message that you want to show for the question when a specified condition is met.

      This field appears only when you select a value from the Field message type list.
    5. Select Submit.
      Hinweis:
      Configure the variable form to display all fields.

    Service Catalog UI policy examples

    The following is an example of how Service Catalog UI policies work.

    The following UI policy makes it mandatory for any department to specify the name of the department if Department is selected for the question Department or group?.

    Abbildung : 1. Catalog UI policy
    Catalog UI policy