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Managed
Flow Name | Object | Automation | Trigger Condition | DML |
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Cohort: Create a Record-Triggered FlowCohort Automation Update | 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 Timetable != null AND If Start Date = null If End Date = 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
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
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Cohort Member: Create a Record-Triggered Flow | Cohort Member | Record Triggered flow (before create/update) | If Start Date = null If End Date = null
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Cohort Schedule: Create a record-triggered FlowCohort Schedule Automation Update (Bell Time) | 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
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Cohort Schedule Connection - Start Time and End Time Defaults | Cohort Schedule Connection | Record Triggered flow (after insert/update) | If Start Time = null If End Time = null
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Cohort Schedule Connection | Cohort Schedule Connection | Record Triggered flow (before create/update) | If Start Date = null If End Date = null
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Subject Offering: Create a record-triggered flowSubject Offering Update | Subject Offering | Record Triggered flow (before create/update) |
| 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 If false, Name =(Subject) Subject Id
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Unmanaged Flows
Flow Name | Object | Automation | Trigger Condition | DML |
Create/Update Student Records Automation | Student Record | Record Triggered flow (before create/update) | If Educational Institution’s PosiEd State = Subscriber,
If Educational Institution’s PosiEd State = Publisher, |
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| Contact | Record Triggered flow (before update) | If Contact is updated | |
Automations to populate Staff from Employee Role Record and vice versa | Employee Role | Record Triggered flow (before create/before update) | If Educational Institution’s PosiEd State = Subscriber, If Employee Role is created If Employee Role is updated
If Educational Institution’s PosiEd State = Publisher, | If create, A new User is created where First Name = Employee Role’s First Name Last Name = Employee Role’s Last Name Phone = Employee Role’s Phone Email = Employee Role’s Email Alias = Employee Role’s Display Name Username = Employee Role’s Email Nickname = Employee Role’s Preferred Name Title = Employee Role’s Salutation User License = Salesforce Profile = Profile entered and specified in the Default Profile ID field of the custom settings
Update Employee Role’s User = new User A new Person Account is created where First Name = Employee Role’s First Name Last Name = Employee Role’s Last Name Phone = Employee Role’s Phone Preferred Name = Employee Role’s Gender = Employee Role’s Gender (using PosiEd Value Mapping) Email = Employee Role’s Email Primary Educational Institution Staff Status = Employee Role’s Status Staff Id = Employee Role’s Staff Id
Update Employee Role’s Employee = new Person Account’s Contact Update Employee Role’s Primary = True
If update, If Employee Role’s User is populated and Primary = true, User is updated where First Name = Employee Role’s First Name Last Name = Employee Role’s Last Name Phone = Employee Role’s Phone Email = Employee Role’s Email Alias = Employee Role’s Display Name Username = Employee Role’s Email Nickname = Employee Role’s Preferred Name Title = Employee Role’s Salutation
If Employee Role’s User is empty, If Employee Role’s Employee field is populated and Primary = true,
Based from Employee Role’s Employee, update Person account where |
Automation when Person Account is Updated | Account (Person Account) | Record Triggered flow | If Account (Person Account) is updated | All related Employee Roles where Educational Institution’s PosiEd State = Publisher are updated where First Name = Person Account’s First Name Last Name = Person Account’s Last Name Phone = Person Account’s Phone Preferred Name = Person Account’s Preffered Name Gender = Gender (using PosiEd Value Mapping) Email = Person Account’s Email Educational Institution = Primary Educational Institution
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