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APPENDIX

Lab Features

Summary of features we went through in this lab.

  1. Create an App
  1. Create Data Model
    1. Create a Table from a spreadsheet
    2. Create a Table by extending the Task table
    3. Add a field that references data from another table
    4. Create a choice field
    5. Change the layout of the form
    6. Add and remove fields
    7. Add related task
  1. Create Case Worker Experience
    1. Create Workspace
    2. Bulk Task assignment
    3. Use the Analytics Center to ask question about the data
    4. Use of Impersonation for testing purposes
    5. Configure Workspace with the Workspace Builder
  1. Create the Requester Experience
    1. Expose a form to users via the Service Portal
    2. Set field visibility conditionned upon the value of another field
  1. Automate the work
    1. Create a Flow
      1. Create Tasks for several departments
      2. Send an email
    2. Test the flow
      1. Use impersonation
      2. Check for approval
      3. Check for email sent