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Exercise 5 - Activity 1

Overview​

In this activity, you will filter the List page of the incidents table and find the record we will be referencing in this exercise.

Instructions​

  1. Click on the Workspaces menu item. LAB2050_EX5A1_image_1.png

  2. Select the Service Operations Workspace option. LAB2050_EX5A1_image_2.png

  3. Click on the list icon in the L1 menu on the left (if not there already). LAB2050_EX5A1_image_3.png

  4. Click on the All list under "Incidents" in the list menu. LAB2050_EX5A1_image_4.png

  5. Click on the three dot menu next to the “Number” column header on the list to open the column filtering popover. This defaults to a “contains” operator. LAB2050_EX5A1_image_5.png

  6. Type “INC0000050” into the text field. LAB2050_EX5A1_image_6.png

  7. Click Apply to apply the filter to the list to find the incident record. LAB2050_EX5A1_image_7.png

  8. Open the incident by selecting the record number. LAB2050_EX5A1_image_8.png

  9. Click on the Details tab to view the form. LAB2050_EX5A1_image_9.png

  10. Click on the Avatar Menu in the top right corner to access configuration options. LAB2050_EX5A1_image_10.png

  11. Expand “Configure page” by pressing the down arrow.

info

If you don't see "Configure page", try refreshing your browser.

LAB2050_EX5A1_image_11.png

  1. Select the Form Layout option to open the form configuration in a new browser tab. LAB2050_EX5A1_image_12.png

  2. Click Try form builder. LAB2050_EX5A1_image_13.png