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Managed Flows

Ticket

Object

Automation

Trigger Condition

DML

Cohort: Create a Record-Triggered Flow

https://alphasys.atlassian.net/browse/E2-267

Cohort Automation Update

https://alphasys.atlassian.net/browse/E2-1457

Cohort

Record Triggered flow

(before create/update)

  • If Subject Offering != null AND

  • If Timetable Structure = null

  • If Timetable Term = null

  • If Department = null

  • If Primary Grade Level = null

  • If Cohort Type = null

  • If Mark Roll = null

  • If Description = null


  • If Timetable != null AND

  • If Start Date = null

  • If End Date = null


  • If Cohort Number = null

  • If Primary Location = null

  • If Primary Staff Member = null

  • If Cohort Size = null

  • If Capactity = null

  • Timetable Structure = Subject Offering’s Timetable Structure

  • Timetable Term = Subject Offering’s Timetable Term

  • Department = Subject Offering’s Department

  • Primary Grade Level = Subject Offering’s Grade Levels (take 1st value of multipicklist)

  • Cohort Type = Subject Offering’s Subject Type

  • Mark Roll = Subject Offering’s Mark Roll

  • Description = Subject Offering’s Description else Name


  • Start Date = Timetable’s Start Date

  • End Date = Timetable’s End Date


  • Cohort Number = number or value at the end of the Cohort Name

  • Primary Location =  child Cohort Schedule > Primary Location (first value found)

  • Primary Staff = child Cohort Schedule > Primary Staff Member (first value found)

  • Cohort Size = count of the Cohort Member records that have a Record Type of Students and a Status of Current.

  • Capacity = Primary Location’s Capacity

Cohort Member: Create a Record-Triggered Flow

https://alphasys.atlassian.net/browse/E2-272

Cohort Member

Record Triggered flow

(before create/update)

  • If Start Date = null

  • If End Date = null

  • Start Date = Cohort’s Start Date

  • End Date = Cohort’s End Date

Cohort Schedule: Create a record-triggered Flow

https://alphasys.atlassian.net/browse/E2-268

Cohort Schedule Automation Update (Bell Time)

https://alphasys.atlassian.net/browse/E2-2523

Cohort Schedule

Record Triggered flow

(before create/update)

  • If Bell Time != null AND

  • If Start Time = null

  • If End Time = null


  • If Start Date = null

  • If End Date = null

  • Start Time = Bell Time’s Start Time

  • End Time = Bell Time’s End Time


  • Start Date = Cohort’s Start Date

  • End Date = Cohort’s End Date


  • Day = Bell Time’s Day

  • Week = Bell Time’s Week

  • Period = Bell Time’s Period

Cohort Schedule Connection - Start Time and End Time Defaults

https://alphasys.atlassian.net/browse/E2-336

Cohort Schedule Connection

Record Triggered flow (after insert/update)

  • If Start Time = null

  • If End Time = null

  • Start Time = Cohort Schedule’s Start Time

  • End Time = Cohort Schedule’s End Time

Cohort Schedule Connection

https://alphasys.atlassian.net/browse/E2-245

Cohort Schedule Connection

Record Triggered flow (before create/update)

  • If Start Date = null

  • If End Date = null

  • Start Date= Cohort Schedule’s Start Date

  • End Date = Cohort Schedule’s End Date

Subject Offering: Create a record-triggered flow

https://alphasys.atlassian.net/browse/E2-273

Subject Offering Update

https://alphasys.atlassian.net/browse/E2-1458

Subject Offering

Record Triggered flow

(before create/update)

  • If Subject != null AND

  • If Department = null

  • If Educational Institution = null

  • If Grade Levels = null

  • If Mark Roll = null

  • If Description = null


  • If Timetable Structure != null

  • Department = Subject’s Department

  • Educational Institution = Subject’s Educational Institution

  • Grade Levels = Subject’s Grade Levels

  • Mark Roll = Subject’s Mark Roll

  • Description = Subject’s Description, else Subject Offering Name


  • If true, Name = (Subject) Subject Id + (Timetable Structure) Academic Year

    • example: 08MAT 2023

  • If false, Name =(Subject) Subject Id

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