Flows - PosiEd

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

Unmanaged Flows

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