TASK 1

1. Create an update set called “Starbucks Management”

2. Create two roles

a. starbucks_user
b. starbucks_barista
i. Make barista contain user

3. Create two groups and assign the matching roles to each group
a. Starbucks User
b. Starbucks Barista

4. Create two users and assign the matching groups to each user
a. Starbucks User
b. Starbucks Barista

5. Create a table called “Starbucks drink”. Do not extend any other table and have it create an
application (Starbucks Management) and module.

6. Edit the starbucks management application and set the roles field to “starbucks_user”

7. Rename the module “All Drinks”, order 230, set roles to starbucks_user

8. Add fields to the drinks table via personalize list:

a. Image – image
b. Short Description – string (100)
c. Fiber – integer
d. Protein – integer
e. Fat – integer
f. Carb – integer
g. Name – string (40)

9. Adjust the default list view for drinks

a. Name
b. Calories
c. Carb
d. Fat
e. Fiber
f. Protein
g. Short description

10. Adjust the mobile list view for drinks

a. Name
11. Adjust the default form view for the drinks table
a. Name
b. Image
c. |-split-|
d. Calories
e. Carb
f. Fat
g. Fiber
h. Protein
i. |-end_split-|
j. Short description

12. Create and adjust the mobile form view for the drinks table
a. Name
b. Image
c. |-split-|
d. Calories
e. Carb
f. Fat
g. Fiber
h. Protein
13.

14. Create a table called “Starbucks” that extends task and let it create a module in the Starbucks
management application.

15. Rename the module “All open orders”, set the view to default, order 150, and filter it to
active=true

16. Add a field to the starbucks table via personalize list

a. Order for – reference to the user table
i. Default value: javascript:gs.getUserID()
ii. Reference qualifier – roles=starbucks_user

17. Adjust the default list view for the starbucks table as follows
a. Number
b. Order for
c. Short description
d. State
e. Assignment group
f. Assigned to

18. Adjust the mobile list view for the starbucks table as follows
a. Number
b. Order for
c. Short description
d. State
e. Approval

19. Adjust the default form view for the starbucks table
a. Number
b. Order for
c. State
d. |-split-|
e. Approval
f. Assigned to
g. Assignment group
h. |-end_split-|
i. Short description

20. Create the mobile form view for the starbucks table and copy the fields from the default view

21. Use a dictionary override on the assigned_to field for the starbucks table
a. Reference qualifier - roles=starbucks_barista

Dictionary override provides the ability to define a field on an extended table differently from the field on the
parent table. Here, for a field on the Stabucks table, a dictionary override can change the default value on the
Stabucks table without affecting the default value on Task table.

22. Add more modules to the application

a. Barista
i. Link type:Separator
ii. Order: 100
iii. Roles: starbucks_barista
b. My open orders
i. Table: starbucks
ii. Filter: active=true^assigned_to=javascript:gs.getUserID()
iii. Link type: list of records
iv. Order: 140
v. Roles: starbucks_barista
vi. View: default
c. My groups open orders (unassigned)
i. Table: starbucks
ii. Filter:
active=true^assigned_toISEMPTY^assignment_group=javascript:gs.getUser().getMyGrou
ps()
iii. Link type: list of records
 iv. Order: 145
v. Roles: starbucks_barista
vi. View: default
d. User
i. Link type:Separator
ii. Order: 200
iii. Roles: starbucks_barista
e. Place an order
i. Table: starbucks
ii. Link type: New Record
iii. Order: 210
iv. Roles: starbucks_user
v. View: ess
f. My open orders
i. Table: starbucks
ii. Filter: u_order_for=javascript:gs.getUserID()^stateNOT IN3,4,7
iii. Link type: List of Records
iv. Order: 220
v. Roles: starbucks_user
vi. View: ess

23. Use list control to turn on hierarchical lists for the starbucks table default list view

24. Create a many2many reference table between starbucks and drinks by going to sys_m2m.FORM
via the “Type filter text” box above the navigator.
a. From table – starbucks
b. To table – starbucks drinks

25. Add a choice list field called “Size” to the m2m table and setup its choices
a. Tall
b. Grande
c. Venti

26. Adjust the default list view for the m2m table (u_m2m_starbucks_dr_starbucks)
a. Starbucks drink
b. Size
c. Starbucks drink.Calories
d. Starbucks drink.Carb
e. Starbucks drink.Fat
f. Starbucks drink.Fiber
g. Starbucks drink.Protein
27. Adjust the mobile list view for the m2m table
a. Starbucks drink
b. Size

28. Adjust the default and mobile form views for the m2m table (u_m2m_starbucks_dr_starbucks)
a. Starbucks drink.Image
b. |-split-|
c. Starbucks drink.Calories
d. Starbucks drink.Carb
e. Starbucks drink.Fat
f. Starbucks drink.Fiber
g. Starbucks drink.Protein
h. |-end_split-| (Only on default view)
i. Starbucks drink.Short description (Only on default view)

29. Add the new m2m table to the default and ess starbucks form views as an embedded list
a. Add list calculations to the integer fields

30. Add the new m2m table to the mobile starbucks form view as a related list

31. Import the data for the drinks table using the provided xls spreadsheet
a. Click System Import Sets > Load Data
b. Name the import “Starbucks Data”
c. Select “Upload an excel file” and click the “Choose file” button
d. Select GO
e. Select “Create Transform map”

32. Create the transform map and run it

a. Name it “Starbucks data”
b. Set the target table as “Starbucks drink”
c. Right click the header and save
d. Click “Auto map matching fields”
e. Click “Mapping assist” and map description to short description
f. Click “Transform”

33. Create SLAs for the Starbucks table

a. Starbucks response

b. Starbucks Resolution base_start=true,base_table=task

c. Starbucks resolution VIP

34. Create UI Actions

a. Order now
b. Order – Grande
c. Order – Tall
d. Order – Venti
e. Order – Tall
f. Venti
g. Grande

35. Create UI Policy

a. Order for required

36. Create ACLs on starbucks

a. Create – anyone
b. Read – your records or your groups records
c. Write – same as read
d. Delete – admin
e. Read fields – everyone
f. Write approval field – admin
g. Write short description – everyone

37. Create ACLs on starbucks drink

a. Read – everyone
b. Read fields – everyone

38. Create ACLs for m2m table

a. Read – your own records
b. Write – your own records
c. Write size field – own
d. Read/write starbucks drink field everyone

39. Create workflow called Starbucks SLA Workflow

a. Copy default SLA workflow
b. Change the assigned_to.manager email at 75% to assignment_group.manager

40. Create a starbucks management workflow

a. Wait for condition: Wait for open
b. If: is viP=YES
c. timer: wait a minute
d. set values: set approved, SBM assignment group and state to 2
e. notification: order approved
f. wait for condition: order complete
g. notification: order read for pickup
h. set values: active=false
i. if: isVIP=NO
j. set values: approval requested
k. approval user: manager
l. ON REJECT: set approval rejected, state=7, active=false
m. Notification: order rejected
n. ON APPROVAL: goto step c
41. Create business rules
a. Starbucks functions
i. Table: global
ii. Script:

b. Starbucks events
i. Table: u_starbucks
ii. When: after insert/update
iii. Script:

42. Create email notifications

a. Starbucks assigned to my group
b. Starbucks assigned to me

43. Create email template

a. Starbucks.itil.role

44. Create events for starbucks.assigned and starbucks.assigned.to.group

a. Register the events under event registry

45. Create a mobile application for starbucks management

a. Name: mobile_starbucks
b. Roles: starbucks_user
c. Modules:
i. My Starbucks Orders
1. Table: u_starbucks
2. Filter: u_order_for=javascript:gs.getUserID()^stateNOT IN3,4,7
3. Order: 220
4. Type: list of Records
 5. View: Mobile
6. Roles: starbucks_user
ii. Order Starbucks
1. Table: u_starbucks_drink
2. Order: 230
3. Type: list of Records
4. View: Mobile
5. Roles: starbucks_user

Extra credit:
46. Add images to the drinks