diff --git a/x-pack/plugins/index_lifecycle_management/public/application/sections/edit_policy/components/phases/cold_phase/cold_phase.tsx b/x-pack/plugins/index_lifecycle_management/public/application/sections/edit_policy/components/phases/cold_phase/cold_phase.tsx
index 99e6984476f84..e2b643b99e3cf 100644
--- a/x-pack/plugins/index_lifecycle_management/public/application/sections/edit_policy/components/phases/cold_phase/cold_phase.tsx
+++ b/x-pack/plugins/index_lifecycle_management/public/application/sections/edit_policy/components/phases/cold_phase/cold_phase.tsx
@@ -30,10 +30,7 @@ const i18nTexts = {
 };
 
 export const ColdPhase: FunctionComponent = () => {
-  const {
-    isUsingSearchableSnapshotInHotPhase,
-    isUsingSearchableSnapshotInColdPhase,
-  } = useConfigurationIssues();
+  const { isUsingSearchableSnapshotInHotPhase, canUseRollupInColdPhase } = useConfigurationIssues();
 
   return (
     <Phase phase="cold" topLevelSettings={<SearchableSnapshotField phase="cold" />}>
@@ -48,9 +45,7 @@ export const ColdPhase: FunctionComponent = () => {
         phase="cold"
       />
 
-      {!isUsingSearchableSnapshotInColdPhase && !isUsingSearchableSnapshotInHotPhase && (
-        <RollupField phase="cold" />
-      )}
+      {canUseRollupInColdPhase && <RollupField phase="cold" />}
 
       <IndexPriorityField phase="cold" />
     </Phase>
diff --git a/x-pack/plugins/index_lifecycle_management/public/application/sections/edit_policy/components/rollup_wizard/rollup_wizard.container.tsx b/x-pack/plugins/index_lifecycle_management/public/application/sections/edit_policy/components/rollup_wizard/rollup_wizard.container.tsx
index a9f4320e4f17e..c8fbe1b0aa5a9 100644
--- a/x-pack/plugins/index_lifecycle_management/public/application/sections/edit_policy/components/rollup_wizard/rollup_wizard.container.tsx
+++ b/x-pack/plugins/index_lifecycle_management/public/application/sections/edit_policy/components/rollup_wizard/rollup_wizard.container.tsx
@@ -9,6 +9,7 @@ import React, { FunctionComponent } from 'react';
 import { get } from 'lodash';
 
 import { useFormData, FormHook } from '../../../../../shared_imports';
+
 import { RollupWizard as RollupWizardView, Props as RollupWizardViewProps } from './rollup_wizard';
 import { FieldChooserProvider } from './field_chooser_context';
 
diff --git a/x-pack/plugins/index_lifecycle_management/public/application/sections/edit_policy/components/rollup_wizard/rollup_wizard.tsx b/x-pack/plugins/index_lifecycle_management/public/application/sections/edit_policy/components/rollup_wizard/rollup_wizard.tsx
index 8380d885d2ef8..302704f46704a 100644
--- a/x-pack/plugins/index_lifecycle_management/public/application/sections/edit_policy/components/rollup_wizard/rollup_wizard.tsx
+++ b/x-pack/plugins/index_lifecycle_management/public/application/sections/edit_policy/components/rollup_wizard/rollup_wizard.tsx
@@ -132,6 +132,7 @@ const deriveStepFields = (value: RollupAction['config'] | undefined): StepFields
   );
 };
 
+// TODO: This component should be migrated to use the ES UI generic FormWizard component that takes care functionality for navigating to steps.
 export class RollupWizard extends Component<Props, State> {
   lastIndexPatternValidationTime: number;
   // @ts-ignore
diff --git a/x-pack/plugins/index_lifecycle_management/public/application/sections/edit_policy/components/rollup_wizard/steps/components/field_chooser/field_chooser.tsx b/x-pack/plugins/index_lifecycle_management/public/application/sections/edit_policy/components/rollup_wizard/steps/components/field_chooser/field_chooser.tsx
index 3492ce37960da..f1d116f729eb2 100644
--- a/x-pack/plugins/index_lifecycle_management/public/application/sections/edit_policy/components/rollup_wizard/steps/components/field_chooser/field_chooser.tsx
+++ b/x-pack/plugins/index_lifecycle_management/public/application/sections/edit_policy/components/rollup_wizard/steps/components/field_chooser/field_chooser.tsx
@@ -330,7 +330,7 @@ export class FieldChooser extends Component<Props, State> {
     return (
       <Form form={customFieldForm}>
         <UseField<string>
-          path="field"
+          path="fieldName"
           form={customFieldForm}
           component={TextField}
           config={{
@@ -389,7 +389,7 @@ export class FieldChooser extends Component<Props, State> {
               return;
             }
             customFieldForm.reset();
-            onSelectField({ name: data.field });
+            onSelectField({ name: data.fieldName });
           }}
         >
           {i18n.translate(
diff --git a/x-pack/plugins/index_lifecycle_management/public/application/sections/edit_policy/components/rollup_wizard/steps/components/field_chooser/types.ts b/x-pack/plugins/index_lifecycle_management/public/application/sections/edit_policy/components/rollup_wizard/steps/components/field_chooser/types.ts
index c304100303213..4e7717c822292 100644
--- a/x-pack/plugins/index_lifecycle_management/public/application/sections/edit_policy/components/rollup_wizard/steps/components/field_chooser/types.ts
+++ b/x-pack/plugins/index_lifecycle_management/public/application/sections/edit_policy/components/rollup_wizard/steps/components/field_chooser/types.ts
@@ -6,5 +6,5 @@
  */
 
 export interface CustomFieldForm {
-  field: string;
+  fieldName: string;
 }
diff --git a/x-pack/plugins/index_lifecycle_management/public/application/sections/edit_policy/components/rollup_wizard/steps_config/index.js b/x-pack/plugins/index_lifecycle_management/public/application/sections/edit_policy/components/rollup_wizard/steps_config/index.js
index d6760113200f4..bc209c8191d62 100644
--- a/x-pack/plugins/index_lifecycle_management/public/application/sections/edit_policy/components/rollup_wizard/steps_config/index.js
+++ b/x-pack/plugins/index_lifecycle_management/public/application/sections/edit_policy/components/rollup_wizard/steps_config/index.js
@@ -24,8 +24,6 @@ export const stepIds = [STEP_DATE_HISTOGRAM, STEP_TERMS, STEP_HISTOGRAM, STEP_ME
  * Map a specific wizard step to two functions:
  *  1. getDefaultFields: (overrides) => object
  *  2. fieldValidations
- *
- * See rollup/public/crud_app/services/jobs.js for more information on override's shape
  */
 export const stepIdToStepConfigMap = {
   [STEP_DATE_HISTOGRAM]: {
diff --git a/x-pack/plugins/index_lifecycle_management/public/application/sections/edit_policy/edit_policy.container.tsx b/x-pack/plugins/index_lifecycle_management/public/application/sections/edit_policy/edit_policy.container.tsx
index 4759004a16fad..32b3be9b67797 100644
--- a/x-pack/plugins/index_lifecycle_management/public/application/sections/edit_policy/edit_policy.container.tsx
+++ b/x-pack/plugins/index_lifecycle_management/public/application/sections/edit_policy/edit_policy.container.tsx
@@ -90,7 +90,7 @@ export const EditPolicy: React.FunctionComponent<Props & RouteComponentProps<Rou
   }
 
   const maybePolicy = getPolicyByName(policies, attemptToURIDecode(policyName))?.policy;
-  const isNewPolicy = !maybePolicy;
+  const isNewPolicy = maybePolicy === undefined;
   const policy = maybePolicy ?? defaultPolicy;
 
   return (
diff --git a/x-pack/plugins/index_lifecycle_management/public/application/sections/edit_policy/edit_policy.tsx b/x-pack/plugins/index_lifecycle_management/public/application/sections/edit_policy/edit_policy.tsx
index b846a68fa3619..261fb092f2d89 100644
--- a/x-pack/plugins/index_lifecycle_management/public/application/sections/edit_policy/edit_policy.tsx
+++ b/x-pack/plugins/index_lifecycle_management/public/application/sections/edit_policy/edit_policy.tsx
@@ -145,16 +145,6 @@ export const EditPolicy: React.FunctionComponent<Props> = ({ history }) => {
     window.scrollTo(0, 0);
   }, []);
 
-  const currentViewPhase = currentView.id === 'rollupAction' ? currentView.phase : undefined;
-  const currentRollupField = form.getFields()[`phases.${currentViewPhase}.actions.rollup.config`];
-  const hasCurrentRollupField = Boolean(currentRollupField);
-
-  useEffect(() => {
-    if (!hasCurrentRollupField) {
-      goToPolicyView();
-    }
-  }, [hasCurrentRollupField, goToPolicyView]);
-
   return (
     <EuiPage>
       <EuiPageBody>
@@ -351,7 +341,7 @@ export const EditPolicy: React.FunctionComponent<Props> = ({ history }) => {
               ) : null}
             </Form>
           </div>
-          {currentView.id === 'rollupAction' && hasCurrentRollupField && (
+          {currentView.id === 'rollupAction' && (
             <RollupWizard
               form={form}
               policyName={currentPolicyName || originalPolicyName}
@@ -362,14 +352,14 @@ export const EditPolicy: React.FunctionComponent<Props> = ({ history }) => {
               }}
               onDone={(rollupAction) => {
                 const { phase } = currentView;
-                const fieldPath = `phases.${phase}.actions.rollup.config`;
-                const rollupField = form.getFields()[fieldPath];
+                const rollupConfigPath = `phases.${phase}.actions.rollup.config`;
+                const rollupField = form.getFields()[rollupConfigPath];
                 const newCurrentPolicy = cloneDeep({
                   ...currentPolicy,
                   name: originalPolicyName,
                 });
 
-                set(newCurrentPolicy, fieldPath, rollupAction);
+                set(newCurrentPolicy, rollupConfigPath, rollupAction);
                 setCurrentPolicy(newCurrentPolicy);
                 rollupField.setValue(rollupAction);
 
diff --git a/x-pack/plugins/index_lifecycle_management/public/application/sections/edit_policy/form/configuration_issues_context.tsx b/x-pack/plugins/index_lifecycle_management/public/application/sections/edit_policy/form/configuration_issues_context.tsx
index fae017a20b26b..7e3621c4df4ff 100644
--- a/x-pack/plugins/index_lifecycle_management/public/application/sections/edit_policy/form/configuration_issues_context.tsx
+++ b/x-pack/plugins/index_lifecycle_management/public/application/sections/edit_policy/form/configuration_issues_context.tsx
@@ -6,12 +6,14 @@
  */
 
 import { get } from 'lodash';
-import React, { FunctionComponent, createContext, useContext } from 'react';
+import React, { FunctionComponent, createContext, useContext, useEffect } from 'react';
 
 import { useFormData } from '../../../../shared_imports';
 
 import { isUsingDefaultRolloverPath, isUsingCustomRolloverPath } from '../constants';
 
+import { useNavigationContext } from '../navigation';
+
 export interface ConfigurationIssues {
   /**
    * Whether the serialized policy will use rollover. This blocks certain actions in
@@ -26,6 +28,8 @@ export interface ConfigurationIssues {
    */
   isUsingSearchableSnapshotInHotPhase: boolean;
   isUsingSearchableSnapshotInColdPhase: boolean;
+
+  canUseRollupInColdPhase: boolean;
 }
 
 const ConfigurationIssuesContext = createContext<ConfigurationIssues>(null as any);
@@ -37,6 +41,7 @@ const pathToColdPhaseSearchableSnapshot =
   'phases.cold.actions.searchable_snapshot.snapshot_repository';
 
 export const ConfigurationIssuesProvider: FunctionComponent = ({ children }) => {
+  const { setIsColdRollupActionBlocked } = useNavigationContext();
   const [formData] = useFormData({
     watch: [
       pathToHotPhaseSearchableSnapshot,
@@ -49,14 +54,25 @@ export const ConfigurationIssuesProvider: FunctionComponent = ({ children }) =>
   // Provide default value, as path may become undefined if removed from the DOM
   const isUsingCustomRollover = get(formData, isUsingCustomRolloverPath, true);
 
+  const isUsingSearchableSnapshotInHotPhase =
+    get(formData, pathToHotPhaseSearchableSnapshot) != null;
+  const isUsingSearchableSnapshotInColdPhase =
+    get(formData, pathToColdPhaseSearchableSnapshot) != null;
+
+  const canUseRollupInColdPhase =
+    !isUsingSearchableSnapshotInHotPhase && !isUsingSearchableSnapshotInColdPhase;
+
+  useEffect(() => {
+    setIsColdRollupActionBlocked(!canUseRollupInColdPhase);
+  }, [setIsColdRollupActionBlocked, canUseRollupInColdPhase]);
+
   return (
     <ConfigurationIssuesContext.Provider
       value={{
         isUsingRollover: isUsingDefaultRollover === false ? isUsingCustomRollover : true,
-        isUsingSearchableSnapshotInHotPhase:
-          get(formData, pathToHotPhaseSearchableSnapshot) != null,
-        isUsingSearchableSnapshotInColdPhase:
-          get(formData, pathToColdPhaseSearchableSnapshot) != null,
+        isUsingSearchableSnapshotInHotPhase,
+        isUsingSearchableSnapshotInColdPhase,
+        canUseRollupInColdPhase,
       }}
     >
       {children}
diff --git a/x-pack/plugins/index_lifecycle_management/public/application/sections/edit_policy/navigation/navigation_context.tsx b/x-pack/plugins/index_lifecycle_management/public/application/sections/edit_policy/navigation/navigation_context.tsx
index 40f4982d9e79b..496c6442a7aca 100644
--- a/x-pack/plugins/index_lifecycle_management/public/application/sections/edit_policy/navigation/navigation_context.tsx
+++ b/x-pack/plugins/index_lifecycle_management/public/application/sections/edit_policy/navigation/navigation_context.tsx
@@ -8,6 +8,7 @@
 import React, {
   FunctionComponent,
   createContext,
+  useState,
   useContext,
   useMemo,
   useEffect,
@@ -27,16 +28,16 @@ export type PolicyView = { id: 'policy' } | { id: 'rollupAction'; phase: 'hot' |
 interface ContextValue {
   currentView: PolicyView;
   goToPolicyView: (scrollToFieldWithId?: string) => void;
+  setIsColdRollupActionBlocked: (value: boolean) => void;
 }
 
-const NavigationContext = createContext<ContextValue>({
-  currentView: { id: 'policy' },
-  goToPolicyView: () => {},
-});
+const NavigationContext = createContext<ContextValue | null>(null);
 
 export const NavigationContextProvider: FunctionComponent = ({ children }) => {
   const { policyName } = useEditPolicyContext();
 
+  const [isColdRollupActionBlocked, setIsColdRollupActionBlocked] = useState(true);
+
   const { search } = useLocation();
   const history = useHistory();
 
@@ -45,12 +46,14 @@ export const NavigationContextProvider: FunctionComponent = ({ children }) => {
   } = useKibana();
 
   const currentView = useMemo<PolicyView>(() => {
-    const { rollup } = qs.parse(search) as { rollup: 'hot' | 'cold' };
-    if (rollup) {
+    const { rollup } = qs.parse(search) as { rollup?: 'hot' | 'cold' };
+    const rollupBlocked = rollup === 'cold' && isColdRollupActionBlocked;
+    if (rollup && !rollupBlocked) {
       return { id: 'rollupAction', phase: rollup };
     }
+
     return { id: 'policy' };
-  }, [search]);
+  }, [search, isColdRollupActionBlocked]);
 
   const { id: currentViewId } = currentView;
 
@@ -83,7 +86,9 @@ export const NavigationContextProvider: FunctionComponent = ({ children }) => {
   }, [breadcrumbService, search, currentViewId, policyName]);
 
   return (
-    <NavigationContext.Provider value={{ currentView, goToPolicyView }}>
+    <NavigationContext.Provider
+      value={{ currentView, goToPolicyView, setIsColdRollupActionBlocked }}
+    >
       {children}
     </NavigationContext.Provider>
   );