UI Policies & Actions Questions
Dynamically change form behavior without scripting using UI Policies. Create custom buttons and menu items with UI Actions for streamlined workflows.
About UI Policies & Actions
UI Policies provide a no-code/low-code approach to dynamically changing form behavior based on conditions. They can make fields mandatory, read-only, or visible/hidden without writing client scripts. UI Actions extend the interface with custom buttons, links, and context menu items that trigger server-side or client-side logic.
Why This Matters for Your Exam
UI Policies & Actions make up 10% of the CAD exam. Questions test your understanding of when to use UI Policies vs Client Scripts, how UI Policy conditions work, and how to create effective UI Actions for custom form buttons.
Key Concepts to Master
Understand UI Policy conditions (simple vs scripted), UI Policy actions (mandatory, visible, read-only), and execution order. Know how UI Actions create form buttons, list buttons, and context menu items. Learn when each approach is appropriate.
Exam Tips
UI Policies are preferred over client scripts for simple show/hide and mandatory behavior because they work across all interfaces (desktop, mobile, Service Portal). Remember that UI Policies execute in order and can override each other. Know the difference between client-side and server-side UI Actions.
Practice Questions
13 questions availableWhich field is used to identify a UI Policy instead of a Name field?
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In what order do UI policies execute relative to client scripts on a form?
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