Lesson 1Validation strategy: required fields, email validation, value ranges, conditional visibility, real-time feedbackBuild a solid validation strategy for request data. Combine required fields, pattern checks, ranges, conditional visibility, and instant feedback to prevent mistakes without annoying users.
Configuring required and optional fieldsEmail and pattern-based input validationNumeric ranges and allowed value setsConditional visibility and dynamic rulesInline error messages and success cuesLesson 2Request Details screen: full metadata, history/timeline, comments, attachments, status change actionsDesign the Request Details screen to display complete context. Show metadata, history, comments, attachments, and status actions in a clear layout supporting audits and teamwork.
Structuring key metadata and fieldsDisplaying history and status timelineComments and internal collaborationManaging attachments and versionsStatus change and approval actionsLesson 3Admin Dashboard: assignment queue, workload views, SLA breaches, configuration pages for request types and prioritiesCreate an Admin Dashboard showing operational insights. Design assignment queues, workload overviews, SLA breach alerts, and setup screens for request types, priorities, and routing rules.
Designing assignment and triage queuesWorkload and capacity overview viewsHighlighting SLA breaches and risksConfiguring request types and prioritiesAdmin-only configuration and securityLesson 4Formula and delegation patterns: patch vs submitform, LookUp/Filter delegation, use of collections, error handling and retriesUse reliable formula and delegation patterns. Compare Patch vs SubmitForm, create delegable filters and lookups, handle collections properly, and add error handling with retries for robust apps.
Choosing Patch versus SubmitFormDesigning delegable Filter and LookUpUsing collections without data lossHandling errors and user notificationsRetry logic for transient failuresLesson 5Home/Dashboard design: widgets, filters, counts by status, SLA alerts, search and quick actionsBuild a Home Dashboard summarising key metrics and actions. Include widgets, filters, status counts, SLA alerts, search, and quick actions to direct users to priority tasks.
Designing KPI tiles and summary widgetsGlobal filters for status and ownershipSLA alerts and overdue indicatorsSearch across requests and metadataQuick actions for frequent user tasksLesson 6Screen structure and navigation: Home/Dashboard, New Request, My Requests, Request Details, Admin DashboardPlan a clear screen layout and navigation flow. Link Home, New Request, My Requests, Request Details, and Admin Dashboard with consistent menus, deep links, and intuitive back navigation.
Mapping core app screens and journeysTop navigation, side menu, or tabsUsing context variables for navigationDeep linking to specific request recordsBack navigation and cancel behaviorsLesson 7Selecting app type: Canvas vs Model-driven with justification and trade-offsCompare Canvas and Model-driven apps for request solutions. Assess data complexity, UX requirements, governance, and lifecycle management, then choose based on performance, extensibility, and maintenance trade-offs.
When to favor a Canvas app experienceWhen to favor a Model-driven appHybrid patterns using both app typesImpact on security, ALM, and governanceLicensing and environment considerationsLesson 8My Requests and Team Views: list galleries, sorting, filtering, inline actions (edit, comment, escalate)Design My Requests and Team Views for quick triage. Set up galleries, sorting, filtering, and inline actions so users can easily find, update, comment, or escalate requests from one screen.
Designing list galleries and layoutsSorting and filtering by key fieldsInline edit, comment, and escalate actionsVisual indicators for status and priorityPerformance tips for large request listsLesson 9New Request screen: form layout, required fields, attachments, request type picker, auto-populated fieldsDesign the New Request screen for accurate, quick data entry. Define layout, required fields, request types, attachments, and auto-filled values to minimise effort while ensuring data quality and rules.
Choosing single vs multi-column form layoutsConfiguring required and optional fieldsDesigning the request type picker controlManaging file attachments and size limitsImplementing auto-populated default valuesLesson 10Accessibility, responsive layout for tablet/desktop, and mobile considerationsCreate layouts adapting to tablets, desktops, and phones. Use containers, breakpoints, and relative sizing for usable, accessible forms across orientations, screen sizes, and input methods.
Using containers and flexible height controlsConfiguring breakpoints for device sizesDesigning for touch, mouse, and keyboardColor contrast and readable typographyScreen reader and focus order support
