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Create a Learner Pathway Global Action
To simplify your learners’ pathway building experience, set up a new global action to create a learner pathway record.
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud |
| User Permissions Needed | |
|---|---|
| To create a global action: | Education Cloud Full Access |
When you create the global action, hide the Status field because it’s irrelevant to learners and could cause confusion. To clearly associate a new pathway with the learner creating it, set the learner contact field to default to the contact ID.
- From Setup, in the Quick Find box, enter Actions, and then select Global Actions.
- Click New Action.
- Select Create a Record as the action type.
- Select Learner Pathway as the target object.
- Enter a name and description.
- Save your changes.
- Leave the Status field hidden on the learner pathway layout. Arrange other fields as desired. Fill at least the Name, Learner Contact, and Description fields.
- Save your changes.
- In Predefined Field Values, click New.
- Select Learner Contact as the field name.
- In Formula Value, enter $User.ContactId.
- Save your changes.
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