Overview
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 It Matters for the 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
💡 Exam Tips & Strategy
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.