SMAX Application Workflows DesignSMAX-AWDMFOpenTextMF-SMAX-AWD24.3<p>On completion of this course, participants should be able to:</p>
<ul>
<li>Define and edit a record type&rsquo;s fields that are derived from the metadata for the record type.</li><li>Edit the out-of-the-box forms defined for each record type.</li><li>Define and edit a record type workflow and run business logic for those records using business rules defined by Expression Language syntax.</li><li>Create and edit notification templates that are pre-formatted email messages.</li><li>Configure notifications to be sent to the relevant recipients at specific points in a record&rsquo;s workflow through business rules.</li><li>Configure approvals in the approval definition tab for those record types where approvals must be granted at a certain stage in their workflow.</li><li>Import record data for the selected record type in CSV format.</li><li>Import localized data files for the category, service definition, and offering record types.</li><li>Configure custom actions for the selected record type.</li><li>Control the notifications sent for Service Level Target breaches for incidents and requests.</li><li>Describe how to enable global search.</li><li>Manage strong identity validation for the approval task process.</li><li>Create a new application and record type and set the behaviors through the different studio features.</li></ul><p>To be successful in this course, you should have the following prerequisites or knowledge:</p>
<ul>
<li>Basic knowledge of the IT Service Management (ITSM) processes</li><li>Knowledge of the Out-of-the-box (OOTB) SMAX Processes &ndash; Request, Incident, Problem, Change, and Release Management</li><li>Basic knowledge of Information Technology Infrastructure Library (ITIL) concepts</li></ul><p>Tenant administrators and suite administrators</p><h5>Module 1: Course Overview</h5><ul>
<li>Identify the contents and objectives of the course</li><li>Define the class schedule and class logistics</li><li>Identify the related courses</li><li>Discuss the lab environment details</li></ul><h5>Module 2: SMAX Studio – Main Building Blocks</h5><h5>Module 2a: Configuring Fields and Forms</h5><ul>
<li>Describe the features of codeless configuration</li><li>Explain how Studio capability enables a tenant admin to manage workflows for record types</li><li>Explain in detail the two main building blocks: Fields and Forms</li><li>Describe how to use Studio codeless configuration to:</li><li>Add custom fields</li><li>Modify forms</li><li>Create or edit Lists</li></ul><h5>Module 2b: Configuring Processes and Rules</h5><ul>
<li>Describe process workflows</li><li>Add a new phase and transition</li><li>Explain business rules</li><li>Add a rule to a phase or transition</li><li>Use the Expression Language</li><li>Debug expressions</li><li>Discuss advanced Expression Language</li></ul><h5>Module 3a: SMAX Studio – Additional Features Part 1</h5><ul>
<li>Work with Notifications</li><li>Describe how to build an approval definition</li><li>Explain how to import record data</li><li>Explain how to import localized data files (translated records)</li></ul><h5>Module 3b: SMAX Studio &ndash; Additional Features Part 2</h5><ul>
<li>Configure custom actions</li><li>Describe how to control Service Level Target settings</li><li>Describe how to enable global search</li><li>Explain how to set strong identity validation for approvals in the Authorization tab</li></ul><h5>Module 4: SMAX Studio &ndash; Building Custom Applications</h5><ul>
<li>Create a Studio application: Basics</li><li>Describe the custom application design considerations</li><li>Explain the custom application design process</li><li>Create a new table and add entries to the menu structure</li><li>Add fields to the record type</li><li>Define forms and configure workflow and business rules</li><li>Configure notifications</li><li>Add an approval</li><li>Define custom actions</li><li>Activate Service Level Management</li><li>Discuss additional features available for custom applications</li></ul>On completion of this course, participants should be able to:
- Define and edit a record type’s fields that are derived from the metadata for the record type.
- Edit the out-of-the-box forms defined for each record type.
- Define and edit a record type workflow and run business logic for those records using business rules defined by Expression Language syntax.
- Create and edit notification templates that are pre-formatted email messages.
- Configure notifications to be sent to the relevant recipients at specific points in a record’s workflow through business rules.
- Configure approvals in the approval definition tab for those record types where approvals must be granted at a certain stage in their workflow.
- Import record data for the selected record type in CSV format.
- Import localized data files for the category, service definition, and offering record types.
- Configure custom actions for the selected record type.
- Control the notifications sent for Service Level Target breaches for incidents and requests.
- Describe how to enable global search.
- Manage strong identity validation for the approval task process.
- Create a new application and record type and set the behaviors through the different studio features.To be successful in this course, you should have the following prerequisites or knowledge:
- Basic knowledge of the IT Service Management (ITSM) processes
- Knowledge of the Out-of-the-box (OOTB) SMAX Processes – Request, Incident, Problem, Change, and Release Management
- Basic knowledge of Information Technology Infrastructure Library (ITIL) conceptsTenant administrators and suite administratorsModule 1: Course Overview
- Identify the contents and objectives of the course
- Define the class schedule and class logistics
- Identify the related courses
- Discuss the lab environment details
Module 2: SMAX Studio – Main Building Blocks
Module 2a: Configuring Fields and Forms
- Describe the features of codeless configuration
- Explain how Studio capability enables a tenant admin to manage workflows for record types
- Explain in detail the two main building blocks: Fields and Forms
- Describe how to use Studio codeless configuration to:
- Add custom fields
- Modify forms
- Create or edit Lists
Module 2b: Configuring Processes and Rules
- Describe process workflows
- Add a new phase and transition
- Explain business rules
- Add a rule to a phase or transition
- Use the Expression Language
- Debug expressions
- Discuss advanced Expression Language
Module 3a: SMAX Studio – Additional Features Part 1
- Work with Notifications
- Describe how to build an approval definition
- Explain how to import record data
- Explain how to import localized data files (translated records)
Module 3b: SMAX Studio – Additional Features Part 2
- Configure custom actions
- Describe how to control Service Level Target settings
- Describe how to enable global search
- Explain how to set strong identity validation for approvals in the Authorization tab
Module 4: SMAX Studio – Building Custom Applications
- Create a Studio application: Basics
- Describe the custom application design considerations
- Explain the custom application design process
- Create a new table and add entries to the menu structure
- Add fields to the record type
- Define forms and configure workflow and business rules
- Configure notifications
- Add an approval
- Define custom actions
- Activate Service Level Management
- Discuss additional features available for custom applications2 days1600.00