The CI/CD process currently performs the following actions.
Guide contents
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Summer ‘23: enable OAuth Username by going to Setup > OAth and OpenID Connect Settings > AllowAuth Username-Password Flows > toggle On |
Note: Do this after doing the Pre-Config Steps and the Installation of the latest package.
Sessions
Add the markRollMobile and markRoll components to the Session record page under the Mark Roll tab and put a filter based on the screenshot below.
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Default Locale = English (Australia)
Default Time Zone = (GMT+10:00) Australian Eastern Standard Time (Australia/Sydney)
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Assets Object (Profile)
Make sure to update the Assets Profile before doing the Publish Rooms through Edval.
Check if the page layouts are assigned correctly.
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Contacts/Student Record
Check the picklist values below if they are added in the Current Grade Level field under the Contact and Student Record objects. (These values are needed for the Edval publishing process).
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Generate Calendar
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buttons
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The Generate Calendar and Generate Attendance buttons button should be added/displayed in the layouts layout below.
Cohort object layout- Generate Calendar button Session object layout- Generate Attendance and Edit Session buttons
Cohort layout
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Event Records Creation
Config Steps before doing the Generate Calendar
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Resource: Maximize Your Productivity with Calendar Enhancements
Absence Submission Utility Bar - (next package)
When adding an Absence Submission utility bar , you need to create a new Application.
Go to Setup > App Manager > New Lightning App > Utility Items > add the Absence Submission component for the utility item as follows:
Name: Posi Attendance
Tabs:
Home
Absence Submission
Day Attendance
Create a Listview named “Today’s Day Attendance”
Filter:
Date = TODAY
Exception Status = Yes, Resolved, No Exceptions
Generate Attendance and Day Attendance Batch (Setup)
Generate Day Attendance Batch
Set up the Generate Day Attendance Batch. Follow the steps below.
Go to Setup > Flows > New Flow > Schedule-Triggered Flow > Create
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Set the Schedule
Start Date: Current Date
Start Time: 4:00 am
Frequency: Daily
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Click the plus (+) icon > Action > search Batch Class Caller
Action: Batch Class Caller
Label: GenerateDayAttendanceBatch
API Name: (automatic population)
Include: Toggle (far right)
Batch Class: DayAttendanceGenerationBatch
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Save and Activate.
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Go to Setup > Process Automation Settings > setup the Default Workflow User.
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Generate Attendance Batch
Go to Setup > Flows > New Flow > Schedule-Triggered Flow > Create
Set the Schedule
Start Date: Current Date
Start Time: 5:00 am
Frequency: Once
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Click the plus (+) icon > Action > search Batch Class Caller
Action: Batch Class Caller
Label: Generate Attendance Batch
API Name: (automatic population)
Include: Toggle (far right)
Batch Class: GenerateAttendanceBatch
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Save and Activate.
Go to Setup > Process Automation Settings > setup the Default Workflow User.
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Objects Unmanaged Package Setup
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Mark Roll Accordion fieldset (remove the Email, Phone, and Last Name fields)
Academic Summary
Medical Summary
Pastoral Summary
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Make the Mark Roll tab the default tab when opening a Session record
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Add these four (4) fields in the Session compact layout and assign the compact layout correctly:
Session Name
Date
Period
Primary Staff Member
Primary Location
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Subjects
All Subjects Fields to Display:
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