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{'Tutorial': 'add a new change management state'} › Reference › Change Management › IT Service Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Add a UI policy

Add a UI policy to display the Needs review field for Normal change requests when it reaches the Complete state.

Before you begin

Role required: admin

Procedure

  1. Open the Change Request form.

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

  3. Click New.

  4. Enter the following values on the UI Policy form.

FieldValue
TableChange Request
Short descriptionShow “Needs review” field
Conditions\[Type\] \[is\] \[Normal\]\[State\] \[is one of\] \[Review, Complete, Closed\]

  1. 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.

  2. Click New in the UI Policy Actions related list.

  3. Enter the following values.

    FieldValue
    Field nameNeeds review
    MandatoryTrue
    VisibleTrue

  4. Select Submit to create the UI Policy action and return to the UI Policy form.

Parent Topic:Tutorial: add a new change management state

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