Top ServiceNow Certification Training | ServiceNow Training

1
"Understanding UI Policies and UI Actions in
ServiceNow"

• "Enhancing User Experience and Data Integrity"

91-9989971070
www.visualpath.in
2
Introduction

• Brief overview of ServiceNow as a platform.
• Importance of user experience and customization.
• Role of UI Policies and UI Actions in ServiceNow
  customization.

91-9989971070
www.visualpath.in
3
What Are UI Policies?

• Definition Rules applied to fields or forms
  dynamically.
• Purpose
• Control form behavior (visibility, mandatory
  fields, etc.).
• Simplify user interactions.
• Example Making a field mandatory based on the
  value of another field.

91-9989971070
www.visualpath.in
4
Key Features of UI Policies

• Dynamically show, hide, or make fields mandatory.
• Apply changes without reloading the form.
• Can be client-side only (no server interaction).
• Configured through a simple drag-and-drop UI in
  the platform.

91-9989971070
www.visualpath.in
5
What Are UI Actions?

• Definition Add buttons, links, or context menu
  items to forms or lists.
• Purpose
• Trigger specific server-side or client-side
  logic.
• Provide quick access to actions.
• Example A "Resolve Incident" button on the
  incident form.

91-9989971070
www.visualpath.in
6
Key Features of UI Actions

• Configurable to run on client-side, server-side,
  or both.
• Can redirect users, update records, or execute
  scripts.
• Add actions like "Save," "Submit," "Cancel,"
  etc., to forms or lists.

91-9989971070
www.visualpath.in
7
Comparison UI Policies vs. UI Actions
Feature UI Policies UI Actions
Purpose Control field behavior dynamically Trigger actions (buttons/links)
Execution Client-side only Client-side, server-side, or both
Common Usage Show/hide, mandatory fields Custom buttons, scripts execution
Configuration Simple rules More scripting involved
91-9989971070
www.visualpath.in
8
Benefits of UI Policies UI Actions

• Improved User Experience
• Intuitive forms.
• Streamlined workflows.
• Enhanced Data Integrity
• Ensures correct data entry.
• Customization Flexibility
• Tailor forms and actions to specific business
  needs.

91-9989971070
www.visualpath.in
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Conclusion

• Key Takeaways
• UI Policies Simplify and automate field behavior
  dynamically.
• UI Actions Enable users to take specific actions
  with buttons/links.
• Final Thought Together, they enhance
  productivity, user satisfaction, and system
  efficiency.

91-9989971070
www.visualpath.in
10

• For More Information About
• ServiceNow
• Address- Flat no 205, 2nd Floor,
• Nilagiri Block, Aditya Enclave, Ameerpet,
  Hyderabad-16
• Ph. No 91-998997107
• Visit www.visualpath.in
• E-Mail online_at_visualpath.in

91-9989971070
www.visualpath.in
11
Thank You
Visit www.visualpath.in
91-9989971070
www.visualpath.in