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K-12 Architecture Kit Documentation
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            Application

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            Application

            Application stores information about a student's application to an educational institution or program.

            • Sample Uses for Application
              Track information about a prospective student's application to your institution, from submittal through decision. Generate reports to see the characteristics of your applicant pool.
            • Configure Application
              Consider these updates, depending on which version of K-12 Architecture Kit you originally installed.
            • Create an Application Record
              Before you create an Application, you must set up an Account that you can relate it. For example, an Account that represents the entire school or a program within a school.

            Sample Uses for Application

            Track information about a prospective student's application to your institution, from submittal through decision. Generate reports to see the characteristics of your applicant pool.

            Let's look at some possible uses for the Application object.

            • University—Identify the academic program or major and the type of program (for example, graduate or undergraduate) an applicant has applied to.
            • K-12—Identify the person preparing the application and that person's relationship to the student.
            • Any educational institution—Determine an application's status (for example, Incomplete, In Review, Waitlist, etc.) and track important milestones.

            Configure Application

            Consider these updates, depending on which version of K-12 Architecture Kit you originally installed.

            If Installed Before Version Configuration Task

            1.5

            To implement the newly added Application object, customize the Application page layout, related lists, and list views, if needed. For more information, see Display a New Custom Object After a Product Release.

            1.9

            Add the Admit with Conditions picklist value, to the Application Status field on Application. For information, see Add Custom Fields and Picklist Values. 
            1.9
            • If needed, create a K-12 All Applications list view with this configuration.

              • Sharing Settings: All users can see this list view

              • Filter by Owner: All attributes

              • Filter by Owner: All attributes Display order: Application Name, Applicant, Applying To, Term, Application Type, Application Status, Application Date, Application Decision Date, Applicant Decision Date, Preparer. See ​​Create or Clone a List View.

            1.17 To track the date applicants initially created their applications, add the Initial Creation Date field to the Application page layout. Learn about updating page layouts in Display a New Custom Object After a Product Release.
            1.21 Add these fields to the EDA Application Layout, as needed: Open Date and Due Date. For more information, see Display a New Custom Object After a Product Release.
            1.21
            • Add the Started picklist value to the EDA Application Layout, as needed. For more information, see Add Custom Fields and Picklist Values.

            • If you started with a version of EDA before 1.117 and want to make the Application setting visible in EDA Settings, grant Apex class access to ApplicationSettingsController for all profiles and permission sets as needed. For more information, see Enable EDA Apex Class Access.

            Create an Application Record

            Before you create an Application, you must set up an Account that you can relate it. For example, an Account that represents the entire school or a program within a school.

            Tip
            Tip As a next step, create Test records to track the tests this applicant has completed and Test Score records to track the results. See Test.
            1. If the Contact record has an Applications related list, click New in the related list. If not, from the App Launcher, find and select Applications, and click New.
            2. (K-12 only) In most cases, you're creating an Application for a student, so on the New Application page, click Student, then click Next.
            3. In the Contact field, select an existing Contact or click New Contact.
            4. Enter all relevant details for your new Contact, but leave the Account Name field blank to ensure that the required Administrative or Household Account is created. Click Save.
            5. Enter all relevant Application details and specify the academic program or major the applicant is applying to. For example, you might choose an Account that has an Educational Institution, Academic Program, or custom record type. Fill in optional fields as needed.
            6. Click Save. Or, if you're creating multiple Application records, click Save & New.
             
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