EDU Cloud: Assign Case Team for Learner Program Major Enrollment

Automatically assign an academic advisor to learners when they declare a major field of study.

Editions Needed
Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud

User Permissions Needed
To assign a case team for major enrollment:	Education Cloud Full Access

Before You Begin
Set up a support process, identify case team roles, and create learning program plans that you need to assign academic advisors to learners.
Update Flow Elements
Add a case record type, learning program plans, and predefined case teams to your flow.

Before You Begin

Set up a support process, identify case team roles, and create learning program plans that you need to assign academic advisors to learners.

Create a case support process and a case record type for managing learner program major enrollment cases. See Before You Begin: Create a Support Process and Case Teams.
Create case team roles for Primary Advisor and Advisor. See Create Case Team Roles.
Create learning program plans for the major fields of study in your institution.
1. From the App Launcher, search for and select Learning Program Plans.
2. Click New.
3. In the Name field, enter a name for the learning program plan that includes "Major." For example, English Major.
4. Select the Learning Program that's related to this learning program plan.
5. Enter any other desired information and save your changes.

Add a case record type, learning program plans, and predefined case teams to your flow.

From Setup, in the Quick Find box, enter Flows, and then select Flows.
Open your copy of the EDU Cloud: Assign Case Team for Learner Program Major Enrollment flow.
Click Get Student Case, and then click Edit Element.
Click Add Field and select RecordTypleId.
In the Value field, find and select the case record type that you previously created. See Find the ID of a record type.
Click Done.

Tip Create a decision table in Business Rules Engine (BRE) and add an action element to the flow to call BRE. See Decision Table.

From Setup, in the Quick Find box, enter Flows, and then select Flows.
Open your copy of the EDU Cloud: Assign Case Team for Learner Program Major Enrollment flow.
Click Is Learning Program Plan for an English Major?, and then click Edit Element.
Update the Outcome API Name and Value fields to reflect the learning program plans that you previously created.
Click Done.
Repeat this process for the other Is Learning Program Plan for an English Major? element.

From Setup, in the Quick Find box, enter Flows, and then select Flows.
Open your copy of the EDU Cloud: Assign Case Team for Learner Program Major Enrollment flow.
Click Get Primary Advisor, and then click Edit Element.
For Filter User Records, set your filtering conditions.
1. Field: Enter Name.
2. Operator: Select Equals.
3. Value: Enter the name of the primary advisor.
Click Done.
Repeat this process for each Get Primary Advisor element.

From Setup, in the Quick Find box, enter Flows, and then select Flows.
Open your copy of the EDU Cloud: Assign Case Team for Learner Program Major Enrollment flow.
Click Get Advising Team, and then click Edit Element.
For Filter Predefined Case Team Records, set your filtering conditions.
1. Field: Enter Name.
2. Operator: Select Equals.
3. Value: Enter the name of the predefined case team that you want.
Click Done.
Repeat this process for each Get Advising Team element.

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