Add a UI policy

task australia Updated Sep 10, 2026 1 min read t_AddUIPolicy.md
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Add a UI policy to display the Needs review field for Normal change requests when it reaches the Complete state.

Before you begin

The Needs review field must exist on the Change Request [change_request] table.

Note: A UI policy action can reference only a field that exists on the table. If the field does not exist, create it before configuring the UI policy action. For more information, see Create a custom field.

Role required: admin

Procedure

  1. Open the Change Request form.

  2. Open the form context menu and select Configure > UI Policies.

  3. Select New.

  4. On the UI Policy form, enter the following values.

Field

Value

Table

Change Request

Short description

Show “Needs review” field

Conditions

[Type] [is] [Normal][State] [is one of] [Review, Complete, Closed]

5. Open the form context menu and select **Save** to create the UI Policy record and stay on the form.
The **UI Policy Actions** related list appears.
  1. In the UI Policy Actions related list, select New.

  2. Enter the following values.

    Field Value
    Field name Needs review
    Mandatory True
    Visible True
  3. Select Submit to create the UI Policy action and return to the UI Policy form.

Parent Topic:Tutorial: Add a new change management state

Previous topic:Create a custom field

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