Page Comparison

Guide contents 

Note: Do this after installing the latest package.  

Enable Communities

If the Experience Cloud Communities is not yet enabled in the Org, enable it by going to

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1. Manually add the missing field based on the SS below.

   1. School Account Layout

2. Activate the Account Record Page

   1. Look for the School Record Page > click Edit > click Activation > Go to App, Record Type, and Profile tab > Click Assign to Apps, Record Type, and Profiles > choose the Lightning App where you want the record page to be visible/accessible > Next > choose the School record type > choose the Profile (System Administrator) > Next > Save

3. School setup: Go to App Launcher > Search Account > click New > create School record and put a School Code (Display School Code in the layout if it’s not yet there) 

   1. The PosiEd State field should have a value (this is for the Student Record- Form and Current Grade Level fields population)

      1. PosiEd State = Subscriber

Other Record Pages

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(PosiEd EDC package)

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Person Account (PosiEd Contact Page)

1. Manually display the Person Account fields in the layout. Please check the link below for the final layout.

   1. PosiEd Contact Page | Person Account

2. Manually display the PosiEd Calendar Component under the Calendar tab

   1. Go to Setup > Object Manager > search for the Object > Lightning Record Page > click the PosiEd Contact Page > Clone/Edit > click Save > click Activate > click Assign as Org Default button > choose Desktop > click Next > click Save

Department (Department Record Page)

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Manually add the missing fields, please see the link below.

1. Department Account Layout

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Just like the School Record Page, activate the remaining Account Records pages below.

After updating/opening the record page, go to App, Record Type, and Profile tab > Click Assign to Apps, Record Type, and Profiles > choose the Lightning App where you want the record page to be visible/accessible > Next > choose the

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record type for the specific record page you opened > choose the

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Profiles (E.g. System Administrator/School Personnel) > Next > Save

1. House (House Record Person Account (PosiEd Contact Page)

   1. Manually add the missing fields, please see Please check the link below for the final layout.

      1. House PosiEd Contact Page | Person Account Layout

      Go to App, Record Type, and Profile tab > Click Assign to Apps, Record Type, and Profiles > choose the Lightning App where you want the record page to be visible/accessible > Next > choose the House record type > choose the Profile (System Administrator) > Next > Save

2. Department (Department Record Page)

   1. Please check the link below for the final layout.

      1. Department Account Layout

3. House (House Record Page)

   1. Please check the link below for the final layout.

      1. House Account Layout

4. Grade (Grade Record Page)

   1. Manually create the record pagePlease check the link below for the final layout.

      1. Grade Record Page

5. Billing (Billing Record Page)

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