ui-actions-policies

仓库: groeimetai/snow-flow
安装量: 51
排名: #14415

安装

npx skills add https://github.com/groeimetai/snow-flow --skill ui-actions-policies

UI Actions add buttons, links, and context menus. UI Policies control form field behavior dynamically.

UI Actions

UI Action Types

| Form Button | Form header | "Resolve Incident"

| Form Context Menu | Right-click menu | "Copy Record"

| Form Link | Related links | "View CI"

| List Button | List header | "Export Selected"

| List Context Menu | Right-click on row | "Assign to Me"

| List Choice | Actions dropdown | "Update State"

| List Link | List header links | "New Record"

Form Button UI Action (ES5)

// Table: sys_ui_action
// Name: Resolve Incident
// Table: incident
// Form button: true
// Active: true
// Condition: current.active == true && current.state != 6

// Script (Server-side - ES5 ONLY):
(function executeAction() {
    // Validate before resolving
    if (!current.resolution_code) {
        gs.addErrorMessage('Please select a resolution code');
        action.setRedirectURL(current);
        return;
    }

    if (!current.close_notes) {
        gs.addErrorMessage('Please provide resolution notes');
        action.setRedirectURL(current);
        return;
    }

    // Set resolved state
    current.state = 6;  // Resolved
    current.resolved_at = new GlideDateTime();
    current.resolved_by = gs.getUserID();
    current.update();

    gs.addInfoMessage('Incident ' + current.number + ' has been resolved');
    action.setRedirectURL(current);
})();

Client-Side UI Action (ES5)

// Table: sys_ui_action
// Name: Quick Assign
// Client: true
// Onclick: quickAssign()

// Client script (ES5 ONLY):
function quickAssign() {
    // Get current user
    var userId = g_user.userID;
    var userName = g_user.getFullName();

    // Confirm action
    var confirmed = confirm('Assign this incident to yourself (' + userName + ')?');
    if (!confirmed) {
        return false;
    }

    // Set the field value
    g_form.setValue('assigned_to', userId);
    g_form.setValue('assignment_group', g_user.getGroupID());

    // Save the form
    gsftSubmit(null, g_form.getFormElement(), 'save');
    return false;
}

List UI Action (ES5)

// Table: sys_ui_action
// Name: Close Selected Incidents
// Table: incident
// List button: true
// List choice: true
// Condition: gs.hasRole('itil')

// Script (Server-side - ES5 ONLY):
(function executeAction() {
    // Get selected records
    var selectedRecords = RP.getParameterValue('sysparm_checked_items');
    if (!selectedRecords) {
        gs.addErrorMessage('No records selected');
        return;
    }

    var sysIds = selectedRecords.split(',');
    var closedCount = 0;

    for (var i = 0; i < sysIds.length; i++) {
        var gr = new GlideRecord('incident');
        if (gr.get(sysIds[i])) {
            if (gr.state != 7) {  // Not already closed
                gr.state = 7;  // Closed
                gr.closed_at = new GlideDateTime();
                gr.closed_by = gs.getUserID();
                gr.update();
                closedCount++;
            }
        }
    }

    gs.addInfoMessage('Closed ' + closedCount + ' incident(s)');
})();

UI Action with GlideAjax (ES5)

// Client-side UI Action calling server
// Client: true
// Onclick: checkAndEscalate()

function checkAndEscalate() {
    var incidentId = g_form.getUniqueValue();

    // Check if escalation is allowed
    var ga = new GlideAjax('IncidentAjax');
    ga.addParam('sysparm_name', 'canEscalate');
    ga.addParam('sysparm_incident_id', incidentId);
    ga.getXMLAnswer(function(answer) {
        var result = JSON.parse(answer);
        if (result.canEscalate) {
            // Proceed with escalation
            g_form.setValue('priority', 1);
            g_form.setValue('escalation', 1);
            gsftSubmit(null, g_form.getFormElement(), 'escalate_incident');
        } else {
            alert('Cannot escalate: ' + result.reason);
        }
    });
    return false;
}

UI Policies

UI Policy Structure

| Short description | Policy name

| Table | Target table

| Conditions | When to apply

| Reverse if false | Undo when condition false

| On load | Run when form loads

| UI Policy Actions | Field behaviors

Basic UI Policy (No Script)

# UI Policy: Make Resolution Required on Resolve
Table: incident
Short description: Require resolution fields when resolving
Conditions: state = 6 (Resolved)
On load: true
Reverse if false: true

# UI Policy Actions:
- Field: resolution_code
  Mandatory: true
  Visible: true

- Field: close_notes
  Mandatory: true
  Visible: true

- Field: resolved_by
  Read only: true

UI Policy with Script (ES5)

// UI Policy Script - Execute if true
// Runs when condition becomes true (ES5 ONLY!)

function onCondition() {
    // Show/hide fields based on category
    var category = g_form.getValue('category');

    if (category === 'hardware') {
        g_form.setDisplay('cmdb_ci', true);
        g_form.setMandatory('cmdb_ci', true);
        g_form.setDisplay('software', false);
    } else if (category === 'software') {
        g_form.setDisplay('software', true);
        g_form.setMandatory('software', true);
        g_form.setDisplay('cmdb_ci', false);
    }
}

Complex UI Policy Script (ES5)

// UI Policy: VIP Caller Handling
// Condition: None (script handles logic)
// On load: true
// Run scripts: true

// Script - Execute if true (ES5 ONLY!):
function onCondition() {
    var callerId = g_form.getValue('caller_id');
    if (!callerId) {
        return;
    }

    // Check if VIP via GlideAjax
    var ga = new GlideAjax('UserAjax');
    ga.addParam('sysparm_name', 'isVIP');
    ga.addParam('sysparm_user_id', callerId);
    ga.getXMLAnswer(function(answer) {
        var isVIP = answer === 'true';

        if (isVIP) {
            // Highlight form
            g_form.flash('caller_id', '#FFD700', 0);
            g_form.showFieldMsg('caller_id', 'VIP Customer', 'info');

            // Set default priority
            if (!g_form.getValue('priority')) {
                g_form.setValue('priority', 2);
            }

            // Make assignment group mandatory
            g_form.setMandatory('assignment_group', true);
        }
    });
}

Dynamic Field Visibility (ES5)

// UI Policy: Show fields based on incident type
// Table: incident
// On load: true

function onCondition() {
    var incidentType = g_form.getValue('u_incident_type');

    // Reset all conditional fields
    var conditionalFields = ['u_network_details', 'u_hardware_model', 'u_software_name'];
    for (var i = 0; i < conditionalFields.length; i++) {
        g_form.setDisplay(conditionalFields[i], false);
        g_form.setMandatory(conditionalFields[i], false);
    }

    // Show relevant fields
    switch (incidentType) {
        case 'network':
            g_form.setDisplay('u_network_details', true);
            g_form.setMandatory('u_network_details', true);
            break;
        case 'hardware':
            g_form.setDisplay('u_hardware_model', true);
            g_form.setMandatory('u_hardware_model', true);
            break;
        case 'software':
            g_form.setDisplay('u_software_name', true);
            g_form.setMandatory('u_software_name', true);
            break;
    }
}

Creating via Scripts (ES5)

Create UI Action Programmatically

// Create UI Action via background script (ES5 ONLY!)
var uiAction = new GlideRecord('sys_ui_action');
uiAction.initialize();
uiAction.setValue('name', 'Escalate to Manager');
uiAction.setValue('table', 'incident');
uiAction.setValue('active', true);
uiAction.setValue('form_button', true);
uiAction.setValue('form_style', 'btn-warning');
uiAction.setValue('hint', 'Escalate this incident to the caller\'s manager');
uiAction.setValue('condition', 'current.active == true && current.priority > 2');
uiAction.setValue('script',
    '(function executeAction() {\n' +
    '    current.priority = 2;\n' +
    '    current.escalation = 1;\n' +
    '    current.work_notes = "Escalated by " + gs.getUserDisplayName();\n' +
    '    current.update();\n' +
    '    gs.addInfoMessage("Incident escalated");\n' +
    '    action.setRedirectURL(current);\n' +
    '})();'
);
uiAction.insert();

Create UI Policy Programmatically

// Create UI Policy (ES5 ONLY!)
var policy = new GlideRecord('sys_ui_policy');
policy.initialize();
policy.setValue('short_description', 'Require Close Notes on Close');
policy.setValue('table', 'incident');
policy.setValue('active', true);
policy.setValue('on_load', true);
policy.setValue('reverse_if_false', true);
policy.setValue('conditions', 'state=7');
var policySysId = policy.insert();

// Add UI Policy Action
var action = new GlideRecord('sys_ui_policy_action');
action.initialize();
action.setValue('ui_policy', policySysId);
action.setValue('field', 'close_notes');
action.setValue('mandatory', true);
action.setValue('visible', true);
action.setValue('disabled', false);
action.insert();

MCP Tool Integration

Available Tools

| snow_create_ui_action | Create UI Action

| snow_create_ui_policy | Create UI Policy

| snow_find_artifact | Find existing UI elements

| snow_edit_artifact | Modify UI elements

Example Workflow

// 1. Create UI Action
await snow_create_ui_action({
    name: 'Approve Change',
    table: 'change_request',
    form_button: true,
    condition: 'current.state == "assess"',
    script: '/* approval script */'
});

// 2. Create UI Policy
await snow_create_ui_policy({
    short_description: 'Require justification for high priority',
    table: 'change_request',
    conditions: 'priority=1',
    actions: [
        { field: 'justification', mandatory: true }
    ]
});

Best Practices

  • Descriptive Names - Clear purpose in name

  • Conditions First - Use conditions before scripts

  • Minimal Scripts - Keep scripts short

  • Reverse If False - Clean up field states

  • Test Thoroughly - Multiple scenarios

  • Role Security - Add role conditions

  • ES5 Only - No modern JavaScript syntax

  • Form vs List - Choose appropriate action type

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