Top ServiceNow Certification Training - ServiceNow Training
                     "Understanding  UI  Policies  and  UI  Actions  in  ServiceNow"
"Enhancing User Experience and Data Integrity"
www.visualpath.in +91-9989971070  
Introduction
 Brief overview of ServiceNow as a platform.
 Importance of user experience and customization.
• Role of UI Policies and UI Actions in ServiceNow 
customization.
www.visualpath.in +91-9989971070  
What Are UI Policies?
 Definition: Rules applied to fields or forms dynamically.
 Purpose:
o Control form behavior (visibility, mandatory fields, etc.).
o Simplify user interactions.
• Example: Making a field mandatory based on the value of 
another field.
www.visualpath.in +91-9989971070  
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.
www.visualpath.in +91-9989971070  
What Are UI Actions?
 Definition: Add buttons, links, or context menu items to 
forms or lists.
 Purpose:
o Trigger specific server-side or client-side logic.
o Provide quick access to actions.
• Example: A "Resolve Incident" button on the incident form.
www.visualpath.in +91-9989971070  
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.
www.visualpath.in +91-9989971070  
Comparison: UI Policies vs. UI Actions
Feature UI Policies UI Actions
Control field behavior 
Purpose Trigger actions (buttons/links)
dynamically
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
www.visualpath.in +91-9989971070  
Benefits of UI Policies & UI Actions
 Improved User Experience:
o Intuitive forms.
o Streamlined workflows.
 Enhanced Data Integrity:
o Ensures correct data entry.
 Customization Flexibility:
• Tailor forms and actions to specific business needs.
www.visualpath.in +91-9989971070  
Conclusion
 Key Takeaways:
oUI Policies: Simplify and automate field behavior 
dynamically.
oUI Actions: Enable users to take specific actions 
with buttons/links.
• Final Thought: Together, they enhance productivity, 
user satisfaction, and system efficiency.
www.visualpath.in +91-9989971070  
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: [email protected]
www.visualpath.in +91-9989971070  
Thank You
Visit: www.visualpath.in 
www.visualpath.in +91-9989971070