You are here:
Automate the Application Review Process
Use flows to automatically move an individual application through the review process.
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud |
| User Permissions Needed | |
|---|---|
| To automate the application review process: | Education Cloud Full Access |
To automatically assign the individual application record to the person who's responsible for the next part of the review process, use these flow templates.
| Flow Template | What Does It Do? |
|---|---|
| Admissions: Initiate Application Reviews | Invokes the Create and Assign Application Reviews Sub-Flow when the status of an individual application record is set to In Review. |
| Admissions: Review Application | Retrieves the user's application review and rubric related to the individual application being viewed. Shows the user screens for completing the rubric and review. |
| Application Intake | Updates the status of an individual application from Processing to In Review.  Note To start the automation process,
the Intake Screen element of this flow requires that you manually
mark the application as Ready for Review. |
| Application Review | Updates the status of an individual application from In Review to Ready for Decision when all reviews are complete. |
| Application Decision | Updates the status of an individual application from Ready for Decision to Application Decision if the Application Decision field has a value. |
| Application Decision Creation | Creates an application decision record for an individual application, and assigns it to the decision queue if the status of an individual application is set to Ready for Decision. |
| Application Review Creation Sub-Flow | Assigns three application review records to a preconfigured queue. The Application Auto-Admit flow uses this subflow. |
| Application Auto-Admit | Automatically issues an Admit decision under these conditions:
|
| Create and Assign Application Reviews | Assigns application review records to the queue specified on Action Plan Template Assignment records. The Admissions: Initiate Application Reviews Flow uses this subflow. |
- Get Ready to Use Application Review Flows
Complete these steps before you use the application review flows.
Get Ready to Use Application Review Flows
Complete these steps before you use the application review flows.
Create Queues for Application Review and Application Decision Creation
The flows Application Review Creation Sub-Flow and Application Decision Creation require that you set up queues for each part of the process. Be sure that you include the following queue names for their respective flows. See Create Queues.
| Flow | Queue Name |
|---|---|
| Application Review Creation Sub-Flow | Application_Reviews |
| Application Decision Creation | Application_Decisions |
Copy and Activate a Flow
Because they're templates, you must make a copy of the flows before you use them, and then activate the flows.
-
From Setup, in the Quick Find box, enter Flows, and then select Flows.
-
Choose a flow template.
-
Click Save As.
-
Enter a label, API name, and an optional description for your flow.
-
Save your changes.
-
Click Activate.
