Create a UI policy for catalog items

task australia Updated Sep 10, 2026 4 min read t_CreatUIPolicyForSvcCalgIt.md
Raw file servicenow.com

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

Before you begin

Role required: admin

Procedure

  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.Note: 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.

Note:

  • 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 Note: 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**.
**Note:** Configure the variable form to display all fields.

Parent Topic:Service catalog UI policy

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?.

[Omitted image "CatalogUIPolicyExmple.png"] Alt text: Catalog UI policy

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