Flows - PosiEd

Object

Automation

Trigger Condition

DML

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

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

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

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

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

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

Ticket

Object

Automation

Trigger Condition

DML

Create/Update Student Records Automation

https://alphasys.atlassian.net/browse/E2-222

Student Record

Record Triggered flow

(before create/update)

If Student Record is created

If Student Record is updated

• Contact is created where

  • First Name = Student Record’s First Name

  • Last Name = Student Record’s Last Name 

  • Phone = Student Record’s Phone

  • Preferred Name = Student Record’s Preferred Name 

  • Gender = PosiEd Value (based on PosiEd Value Mapping custom setting)

  • Email = Student Record’s Email 

• Student Record is linked to the new Contact.

• If has Contact,

  • Contact is updated with same values as above.

• If has no Contact,

  • Contact is created with same values as above.

• Student Record is linked to the new Contact.

Update Contact Automation

https://alphasys.atlassian.net/browse/E2-223

Contact

Record Triggered flow

(before update)

If Contact is updated

• Update the all related Student Records

  • First Name = Contact’s First Name

  • Last Name = Contact’s Last Name 

  • Phone = Contact’s Phone

  • Preferred Name = Contact’s Preferred Name 

  • Gender = PosiEd Value (based on PosiEd Value Mapping custom setting)

  • Email = Contact’s Email

Automations to populate Staff from Employee Role Record and vice versa

https://alphasys.atlassian.net/browse/E2-113

Employee Role

Record Triggered flow

(before create/before update)

If Employee Role is created

If Employee Role is updated

Automation when Person Account is Updated (unmanaged)
https://alphasys.atlassian.net/browse/E2-1304

Account (Person Account)

Record Triggered flow

If Account (Person Account) is updated