Task 1: Practice List View & Filtering
● Open Incident List view.
● Filter records by State = New or Priority = High.
● Personalize the list: Add/remove columns.
Task 2: PDF Download – Single Record
● Open a single Incident record.
● Export it to PDF using Form → Print → PDF.
● Save it locally.
Task 3: PDF Download – Filtered List
● Open Incident List view.
● Apply a filter (e.g., State = Active).
● Export the filtered list to PDF → Right-click column header → Export → PDF.
Task 4: Simple Pie Chart from Incident List
● Open Incident List view.
● Click the gear icon (⚙️) → Create Chart → Pie Chart.
● Group by Priority or State.
● Observe the chart slices and colors.
Task 5: Create a Module – “My Incidents”
● Go to your Demo App → Application Menu.
● Click New Module → Name it: My Incidents.
● Type: List
● Table: Incident
● Filter: Only show incidents where Caller = Current User.
● Submit → Verify the module appears in Application Navigator.
● Open the module → Check it shows only your incidents.
Task 6: Create Another Application & Module –
“Training App”
● Step 1: Create a new application → Name: Training App → Add
description.
● Step 2: Create a module under it → Name: Task Records → Type: List →
Table: Task → Optional filter: State = Open.
● Step 3: Submit → Verify module appears under Training App.
● Open module → Check it displays correct records.