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Set Up Transfer Credit Requests from an Experience Cloud Site

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Set Up Transfer Credit Requests from an Experience Cloud Site

Current students can request official transfer credit for prior learning directly from an Experience Cloud site. Students open the transfer credit application from a Unified Catalog service, add their prior learning, and submit a request.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud
User Permissions Needed
To set up transfer credit requests from an Experience Cloud site: Education Cloud Full Access permission set

Before you begin, set up your org for transfer credits. That setup creates the Transfer Credit Request record type on the case object and the picklist values that the transfer credit application uses.

  1. Clone the TransferCreditPetitionWrapper Omniscript to collect transfer credit request details from current students.
    1. From the App Launcher, find and select OmniScripts.
    2. Find and select the Omniscript named TransferCreditPetitionWrapper, with the type EDUAdmissions.
    3. Click New Version to clone the Omniscript.
  2. In the cloned Omniscript, configure the Custom LWC Properties.
    1. Click the Transfer Credits element.
    2. Click the transferCreditPageWrapper element.
    3. In the Custom LWC Properties panel, expand the Custom Lightning Web Component Properties section.
    4. To make sure that each transfer credit type collects its corresponding document type, specify the property sources for their respective property names.
      The Transfer Credit Application stage includes the Education, Examination, Military, Employment, and Other types by default. To locate the record ID of a document type, from Setup, find and select Document Type, and click a document type. Look for its ID in the URL. For example, if the Unofficial Transcript document type URL is https://my.demo.com/lightning/setup/DocumentType/page?address=%2F0deSG000001NGxx, the record type ID is 0deSG000001NGxx.
      1. Enter the ID of the Unofficial Transcript record type as the property source of educationDocumentTypeId.
      2. Enter the ID of the Unofficial Score Report record type as the property source of examinationDocumentTypeId.
      3. Enter the ID of the Unofficial Military Experience Document record type as the property source of militaryDocumentTypeId.
      4. Enter the ID of the Unofficial Work Verification Letter record type as the property source of employmentDocumentTypeId.
      5. Enter the ID of the Unofficial Prior Learning Document record type as the property source of otherDocumentTypeId.
    5. To remove a transfer credit type from the application, find the property name isTypeEnabled, and then enter false as its property source.
      For example, if your institution doesn't accept transfer credits from military experience, remove the Military type. Find isMilitaryEnabled, and enter false as the property source. Leave the instruction, document type record ID, and record type fields unchanged.
    6. To further tailor the application experience, update these properties.
      • isEditMode: Controls whether the applicant can view or edit their transfer credit application. If applicants can edit application tasks, set the property source to true. If applicants can't edit application tasks, set the property source to false. The default value is true. See Configure Application Submission and Management Options for Applicants.
      • isAllVsSomeVisible: Shows or hides options to evaluate all or specific items. To render these options, isEditMode must be true.
      • allCoursesConsidered: Determines what appears when isAllVsSomeVisible is false. Customize this property to show either a message that all courses are considered or the Add button and table.
      • isTranscriptRequired: Controls whether the application requires at least one document that corresponds to the transfer credit type. For example, a transcript, score report, verification letter, or similar supporting document.
    7. Click Activate.
  3. In Unified Catalog, create a service that uses your cloned Omniscript as its intake form.
    When you define the intake form for the service, select your cloned TransferCreditPetitionWrapper Omniscript. See Create a Service in Unified Catalog.
  4. Add the Unified Catalog component to your Experience Cloud site, and set its Record ID to the catalog that you created, so that current students submit transfer credit requests from the site.
  5. Add a Submitted value to the case status field so that current students track their transfer credit request.
    1. From Setup, click Object Manager, and then select Case.
    2. Click Fields & Relationships, and then click Status.
    3. Under Case Status Picklist Values, click New.
    4. Enter Submitted.
    5. For the record type, select the Transfer Credit Request record type.
    6. Save your changes.
  6. Grant current students access to the case and course credit transfer application records that the transfer credit application uses.
    1. Clone the Education Cloud for Experience Cloud Access permission set, and grant access to the case and course credit transfer application objects and their fields, as described in the portal permissions step of Set Up Your Org for Transfer Credits.
    2. Assign your cloned permission set to the current students who request transfer credit from the site.
      Each request creates a transfer credit case and the related course credit transfer application records.
 
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